APPLE INC · CUSIP 037833100 · CIK 1599390
As of 2026-06-30, HWG Holdings LP reported 44.88K AAPL (shares), valued at $12.99M, or 2.94% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 120.77%; reported value increased 151.71%, and weight changed +1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.94% | 44,882 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 1.36% | 20,330 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 1.66% | 25,209 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 1.85% | 28,660 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.79% | 29,739 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 8.97% | 90,611 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 7.55% | 92,119 | SEC filing ↗Filed Feb 27, 2025 |
| Q3 2024 | 7.26% | 90,599 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 5.33% | 69,004 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | 2.01% | 22,733 | SEC filing ↗Filed Jan 4, 2024 |
| Q3 2023 | 2.60% | 27,247 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.60% | 27,247 | $4.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 2.01% | 22,733 | $4.38M | Shares decreased 16.57%; reported value decreased 6.18%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 4, 2024 |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | 5.33% | 69,004 | $14.53M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 7.26% | 90,599 | $21.11M | Shares increased 31.30%; reported value increased 45.25%, and weight changed +1.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 7.55% | 92,119 | $23.07M | Shares increased 1.68%; reported value increased 9.28%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 27, 2025 |
| Q1 2025 | 8.97% | 90,611 | $20.13M | Shares decreased 1.64%; reported value decreased 12.75%, and weight changed +1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 1.79% | 29,739 | $6.10M | Shares decreased 67.18%; reported value decreased 69.69%, and weight changed -7.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 1.85% | 28,660 | $7.30M | Shares decreased 3.63%; reported value increased 19.60%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 1.66% | 25,209 | $6.85M | Shares decreased 12.04%; reported value decreased 6.09%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 1.36% | 20,330 | $5.16M | Shares decreased 19.35%; reported value decreased 24.71%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.94% | 44,882 | $12.99M | Shares increased 120.77%; reported value increased 151.71%, and weight changed +1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.