APPLE INC · CUSIP 037833100 · CIK 1709632
As of 2026-06-30, Vest Financial, LLC reported 403.16K AAPL (shares), valued at $116.66M, or 1.22% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 19.05%; reported value increased 35.73%, and weight changed +0.19 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 | 1.22% | 403,159 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.03% | 338,661 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.07% | 310,464 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 1.07% | 322,329 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 0.79% | 273,658 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.94% | 271,749 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 0.83% | 188,326 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 0.74% | 165,771 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 0.67% | 131,945 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 0.58% | 128,275 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.58% | 128,275 | $22.00M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 0.67% | 131,945 | $27.79M | Shares increased 2.86%; reported value increased 26.34%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 0.74% | 165,771 | $38.62M | Shares increased 25.64%; reported value increased 38.99%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 0.83% | 188,326 | $47.16M | Shares increased 13.61%; reported value increased 22.10%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.94% | 271,749 | $60.36M | Shares increased 44.30%; reported value increased 28.00%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 0.79% | 273,658 | $56.15M | Shares increased 0.70%; reported value decreased 6.99%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 1.07% | 322,329 | $82.07M | Shares increased 17.79%; reported value increased 46.18%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.07% | 310,464 | $84.40M | Shares decreased 3.68%; reported value increased 2.84%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 1.03% | 338,661 | $85.95M | Shares increased 9.08%; reported value increased 1.83%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 1.22% | 403,159 | $116.66M | Shares increased 19.05%; reported value increased 35.73%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 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.