APPLE INC · CUSIP 037833100 · CIK 1629931
As of Jun 30, 2026, Teamwork Financial Advisors, LLC reported 156.03K AAPL (shares), valued at $45.15M, or 4.21% of its reported non-derivative portfolio. Filed Jul 8, 2026.
Verify history & sources →Shares increased 1.95%; reported value increased 16.23%, and weight changed -0.11 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 | 4.21% | 156,029 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 4.32% | 153,051 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 4.65% | 160,466 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 4.66% | 168,032 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 2.89% | 114,689 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 6.28% | 205,089 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 8.28% | 253,800 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 8.21% | 254,244 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 7.61% | 243,859 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 10.75% | 407,312 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 25.81% | 781,250 | SEC filing ↗Filed Jan 19, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 25.81% | 781,250 | $150.41M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 10.75% | 407,312 | $69.85M | Shares decreased 47.86%; reported value decreased 53.56%, and weight changed -15.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 7.61% | 243,859 | $51.36M | Shares decreased 40.13%; reported value decreased 26.46%, and weight changed -3.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 8.21% | 254,244 | $59.24M | Shares increased 4.26%; reported value increased 15.34%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 8.28% | 253,800 | $63.56M | Shares decreased 0.17%; reported value increased 7.29%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 6.28% | 205,089 | $45.56M | Shares decreased 19.19%; reported value decreased 28.32%, and weight changed -2.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 2.89% | 114,689 | $23.54M | Shares decreased 44.08%; reported value decreased 48.34%, and weight changed -3.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | 4.66% | 168,032 | $42.79M | Shares increased 46.51%; reported value increased 81.81%, and weight changed +1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 4.65% | 160,466 | $43.62M | Shares decreased 4.50%; reported value increased 1.94%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 4.32% | 153,051 | $38.84M | Shares decreased 4.62%; reported value decreased 10.96%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 4.21% | 156,029 | $45.15M | Shares increased 1.95%; reported value increased 16.23%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 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.