APPLE INC · CUSIP 037833100 · CIK 1697303
As of 2026-06-30, Beirne Wealth Consulting Services, LLC reported 16.23K AAPL (shares), valued at $4.70M, or 0.93% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 1.93%; reported value increased 11.81%, and weight changed -0.26 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 | 0.93% | 16,227 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 1.19% | 16,547 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 1.35% | 17,180 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.43% | 23,434 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 1.12% | 16,890 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.36% | 17,210 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 1.49% | 16,469 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 1.36% | 16,619 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 1.63% | 19,219 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 1.40% | 19,219 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 2.22% | 23,280 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 2.99% | 19,324 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.99% | 19,324 | $3.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 2.22% | 23,280 | $4.48M | Shares increased 20.47%; reported value increased 19.58%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.40% | 19,219 | $3.30M | Shares decreased 17.44%; reported value decreased 26.47%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.63% | 19,219 | $4.05M | Shares unchanged; reported value increased 22.82%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.36% | 16,619 | $3.87M | Shares decreased 13.53%; reported value decreased 4.34%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 1.49% | 16,469 | $4.12M | Shares decreased 0.90%; reported value increased 6.51%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 1.36% | 17,210 | $3.82M | Shares increased 4.50%; reported value decreased 7.31%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 1.12% | 16,890 | $3.47M | Shares decreased 1.86%; reported value decreased 9.35%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 1.43% | 23,434 | $5.97M | Shares increased 38.74%; reported value increased 72.20%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 1.35% | 17,180 | $4.67M | Shares decreased 26.69%; reported value decreased 21.73%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.19% | 16,547 | $4.20M | Shares decreased 3.68%; reported value decreased 10.09%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 0.93% | 16,227 | $4.70M | Shares decreased 1.93%; reported value increased 11.81%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 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.