APPLE INC · CUSIP 037833100 · CIK 1697723
As of 2026-06-30, AE Wealth Management LLC reported 2.56M AAPL (shares), valued at $742.14M, or 3.46% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 6.05%; reported value increased 20.92%, and weight changed +0.14 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 | 3.46% | 2,564,770 | SEC filing ↗Filed Aug 3, 2026Combination report |
| Q1 2026 | 3.32% | 2,418,374 | SEC filing ↗Filed May 13, 2026Combination report |
| Q4 2025 | 3.36% | 2,150,834 | SEC filing ↗Filed Jan 26, 2026Combination report |
| Q3 2025 | 3.26% | 2,010,129 | SEC filing ↗Filed Nov 3, 2025Combination report |
| Q2 2025 | 2.71% | 1,803,941 | SEC filing ↗Filed Aug 6, 2025Combination report |
| Q1 2025 | 3.16% | 1,694,316 | SEC filing ↗Filed May 6, 2025Combination report |
| Q4 2024 | 3.47% | 1,631,483 | SEC filing ↗Filed Feb 13, 2025Combination report |
| Q3 2024 | 3.24% | 1,532,986 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 3.45% | 1,639,277 | SEC filing ↗Filed Aug 12, 2024Combination report |
| Q1 2024 | 2.51% | 1,297,316 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 3.08% | 3,135,504 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 2.94% | 2,873,580 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.94% | 2,873,580 | $491.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 3.08% | 3,135,504 | $603.33M | Shares increased 9.11%; reported value increased 22.63%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.51% | 1,297,316 | $222.46M | Shares decreased 58.62%; reported value decreased 63.13%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.45% | 1,639,277 | $345.26M | Shares increased 26.36%; reported value increased 55.20%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 3.24% | 1,532,986 | $357.19M | Shares decreased 6.48%; reported value increased 3.45%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 3.47% | 1,631,483 | $408.56M | Shares increased 6.43%; reported value increased 14.38%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 3.16% | 1,694,316 | $376.36M | Shares increased 3.85%; reported value decreased 7.88%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 2.71% | 1,803,941 | $370.12M | Shares increased 6.47%; reported value decreased 1.66%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 3.26% | 2,010,129 | $511.84M | Shares increased 11.43%; reported value increased 38.29%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 3.36% | 2,150,834 | $584.73M | Shares increased 7.00%; reported value increased 14.24%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.32% | 2,418,374 | $613.76M | Shares increased 12.44%; reported value increased 4.97%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 3.46% | 2,564,770 | $742.14M | Shares increased 6.05%; reported value increased 20.92%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 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.