APPLE INC · CUSIP 037833100 · CIK 1626116
As of 2026-06-30, SVB WEALTH LLC reported 312.51K AAPL (shares), valued at $90.43M, or 5.70% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 9.89%; reported value increased 2.73%, and weight changed -0.10 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 | 5.70% | 312,512 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 5.80% | 346,827 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 6.07% | 378,890 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 6.33% | 461,841 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 5.46% | 496,291 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 6.76% | 741,110 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 7.51% | 1,604,869 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 0.58% | 2,919 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 8.67% | 1,662,657 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 6.45% | 1,687,270 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 4.69% | 1,001,367 | SEC filing ↗Filed Jan 30, 2024Combination report |
| Q3 2023 | 7.10% | 1,889,439 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.10% | 1,889,439 | $323.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 4.69% | 1,001,367 | $192.79M | Shares decreased 47.00%; reported value decreased 40.40%, and weight changed -2.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 6.45% | 1,687,270 | $289.33M | Shares increased 68.50%; reported value increased 50.07%, and weight changed +1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 8.67% | 1,662,657 | $350.19M | Shares decreased 1.46%; reported value increased 21.03%, and weight changed +2.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 0.58% | 2,919 | $680.13K | Shares decreased 99.82%; reported value decreased 99.81%, and weight changed -8.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 7.51% | 1,604,869 | $401.89M | Shares increased 54880.10%; reported value increased 58990.63%, and weight changed +6.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 6.76% | 741,110 | $164.62M | Shares decreased 53.82%; reported value decreased 59.04%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 5.46% | 496,291 | $101.82M | Shares decreased 33.03%; reported value decreased 38.15%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 6.33% | 461,841 | $117.60M | Shares decreased 6.94%; reported value increased 15.49%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 6.07% | 378,890 | $103.01M | Shares decreased 17.96%; reported value decreased 12.41%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 5.80% | 346,827 | $88.02M | Shares decreased 8.46%; reported value decreased 14.55%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 5.70% | 312,512 | $90.43M | Shares decreased 9.89%; reported value increased 2.73%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 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.