APPLE INC · CUSIP 037833100 · CIK 1697715
As of 2026-06-30, HCR Wealth Advisors reported 514.28K AAPL (shares), valued at $148.81M, or 13.32% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 0.59%; reported value increased 14.69%, and weight changed -0.13 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 | 13.32% | 514,279 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 13.45% | 511,249 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 14.39% | 534,282 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 14.29% | 536,830 | SEC filing ↗Filed Oct 3, 2025 |
| Q2 2025 | 12.78% | 529,406 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 15.26% | 527,656 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 16.62% | 529,758 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 16.18% | 530,528 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 15.88% | 527,712 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 14.03% | 539,347 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 16.55% | 544,199 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 18.77% | 499,907 | SEC filing ↗Filed Oct 20, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 18.77% | 499,907 | $85.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 16.55% | 544,199 | $104.77M | Shares increased 8.86%; reported value increased 22.42%, and weight changed -2.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 14.03% | 539,347 | $92.49M | Shares decreased 0.89%; reported value decreased 11.73%, and weight changed -2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 15.88% | 527,712 | $111.15M | Shares decreased 2.16%; reported value increased 20.18%, and weight changed +1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 16.18% | 530,528 | $123.61M | Shares increased 0.53%; reported value increased 11.22%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 16.62% | 529,758 | $132.66M | Shares decreased 0.15%; reported value increased 7.32%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 15.26% | 527,656 | $117.21M | Shares decreased 0.40%; reported value decreased 11.65%, and weight changed -1.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 12.78% | 529,406 | $108.62M | Shares increased 0.33%; reported value decreased 7.33%, and weight changed -2.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 14.29% | 536,830 | $138.04M | Shares increased 1.40%; reported value increased 27.08%, and weight changed +1.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2025 |
| Q4 2025 | 14.39% | 534,282 | $145.25M | Shares decreased 0.47%; reported value increased 5.23%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 13.45% | 511,249 | $129.75M | Shares decreased 4.31%; reported value decreased 10.67%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 13.32% | 514,279 | $148.81M | Shares increased 0.59%; reported value increased 14.69%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.