APPLE INC · CUSIP 037833100 · CIK 1626757
As of 2026-06-30, NIXON PEABODY TRUST CO reported 240.52K AAPL (shares), valued at $69.60M, or 4.92% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 1.00%; reported value increased 12.88%, and weight changed +0.02 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 | 4.92% | 240,516 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 4.90% | 242,934 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 5.33% | 259,137 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 4.97% | 266,608 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 4.22% | 265,752 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 5.05% | 268,012 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 5.65% | 273,642 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 5.33% | 274,835 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 5.17% | 276,377 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 4.45% | 282,546 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.88% | 272,299 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 7.29% | 50,860 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.29% | 50,860 | $8.71M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 5.88% | 272,299 | $52.43M | Shares increased 435.39%; reported value increased 502.06%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 4.45% | 282,546 | $48.45M | Shares increased 3.76%; reported value decreased 7.58%, and weight changed -1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 5.17% | 276,377 | $58.21M | Shares decreased 2.18%; reported value increased 20.14%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 5.33% | 274,835 | $64.04M | Shares decreased 0.56%; reported value increased 10.01%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 5.65% | 273,642 | $68.53M | Shares decreased 0.43%; reported value increased 7.01%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 5.05% | 268,012 | $59.53M | Shares decreased 2.06%; reported value decreased 13.12%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 4.22% | 265,752 | $54.52M | Shares decreased 0.84%; reported value decreased 8.41%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 4.97% | 266,608 | $67.89M | Shares increased 0.32%; reported value increased 24.51%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 5.33% | 259,137 | $70.45M | Shares decreased 2.80%; reported value increased 3.77%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 4.90% | 242,934 | $61.65M | Shares decreased 6.25%; reported value decreased 12.48%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 4.92% | 240,516 | $69.60M | Shares decreased 1.00%; reported value increased 12.88%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 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.