APPLE INC · CUSIP 037833100 · CIK 1716180
As of 2026-06-30, MPS Loria Financial Planners, LLC reported 276.80K AAPL (shares), valued at $80.09M, or 18.41% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 1.08%; reported value increased 12.79%, and weight changed -0.33 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 | 18.41% | 276,797 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 18.74% | 279,808 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 19.70% | 281,985 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 19.10% | 282,316 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 17.17% | 284,413 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 20.02% | 303,926 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 22.53% | 303,845 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 21.08% | 303,545 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 20.59% | 303,345 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 17.45% | 303,019 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 20.60% | 304,621 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 20.60% | 304,621 | $58.65M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 17.45% | 303,019 | $51.96M | Shares decreased 0.53%; reported value decreased 11.40%, and weight changed -3.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 20.59% | 303,345 | $63.89M | Shares increased 0.11%; reported value increased 22.96%, and weight changed +3.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 21.08% | 303,545 | $70.73M | Shares increased 0.07%; reported value increased 10.70%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 22.53% | 303,845 | $76.09M | Shares increased 0.10%; reported value increased 7.58%, and weight changed +1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 20.02% | 303,926 | $67.51M | Shares increased 0.03%; reported value decreased 11.27%, and weight changed -2.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 17.17% | 284,413 | $58.35M | Shares decreased 6.42%; reported value decreased 13.57%, and weight changed -2.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 19.10% | 282,316 | $71.89M | Shares decreased 0.74%; reported value increased 23.19%, and weight changed +1.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 19.70% | 281,985 | $76.66M | Shares decreased 0.12%; reported value increased 6.64%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 18.74% | 279,808 | $71.01M | Shares decreased 0.77%; reported value decreased 7.37%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 18.41% | 276,797 | $80.09M | Shares decreased 1.08%; reported value increased 12.79%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 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.