APPLE INC · CUSIP 037833100 · CIK 1632932
As of 2026-03-31, Sunbelt Securities, Inc. reported 126.28K AAPL (shares), valued at $32.05M, or 2.02% of its reported non-derivative portfolio. Filed 2026-05-18.
Verify history & sources →Shares increased 0.82%; reported value decreased 5.88%, and weight changed -0.25 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 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | 2.02% | 126,284 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 2.27% | 125,257 | SEC filing ↗Filed Feb 20, 2026 |
| Q3 2025 | 2.19% | 124,816 | SEC filing ↗Filed Nov 19, 2025 |
| Q2 2025 | 2.62% | 118,301 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.32% | 116,909 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 2.63% | 118,301 | SEC filing ↗Filed Feb 18, 2025 |
| Q3 2024 | 2.64% | 115,493 | SEC filing ↗Filed Nov 18, 2024 |
| Q2 2024 | 2.40% | 111,167 | SEC filing ↗Filed Aug 16, 2024 |
| Q1 2024 | 2.12% | 110,834 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 2.27% | 93,726 | SEC filing ↗Filed Feb 15, 2024 |
| Q3 2023 | 2.25% | 95,143 | SEC filing ↗Filed Dec 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.25% | 95,143 | $16.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 11, 2023 |
| Q4 2023 | 2.27% | 93,726 | $18.05M | Shares decreased 1.49%; reported value increased 10.78%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 2.12% | 110,834 | $19.01M | Shares increased 18.25%; reported value increased 5.32%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.40% | 111,167 | $23.41M | Shares increased 0.30%; reported value increased 23.19%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q3 2024 | 2.64% | 115,493 | $26.91M | Shares increased 3.89%; reported value increased 14.93%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2024 |
| Q4 2024 | 2.63% | 118,301 | $29.84M | Shares increased 2.43%; reported value increased 10.87%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 2.32% | 116,909 | $25.97M | Shares decreased 1.18%; reported value decreased 12.96%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 2.62% | 118,301 | $29.62M | Shares increased 1.19%; reported value increased 14.08%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.19% | 124,816 | $31.78M | Shares increased 5.51%; reported value increased 7.28%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 19, 2025 |
| Q4 2025 | 2.27% | 125,257 | $34.05M | Shares increased 0.35%; reported value increased 7.14%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 20, 2026 |
| Q1 2026 | 2.02% | 126,284 | $32.05M | Shares increased 0.82%; reported value decreased 5.88%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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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.