APPLE INC · CUSIP 037833100 · CIK 1719739
As of 2026-06-30, Security National Bank reported 111.01K AAPL (shares), valued at $32.12M, or 3.83% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 0.51%; reported value increased 13.44%, and weight changed -0.29 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 | 3.83% | 111,008 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 4.12% | 111,575 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 4.38% | 112,396 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 4.37% | 112,169 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 3.94% | 110,858 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 4.89% | 116,638 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 4.20% | 117,433 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 3.80% | 120,185 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 3.70% | 120,890 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 3.18% | 122,327 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 5.40% | 124,248 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 5.87% | 122,603 | SEC filing ↗Filed Oct 20, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.87% | 122,603 | $20.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 5.40% | 124,248 | $23.92M | Shares increased 1.34%; reported value increased 14.31%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 3.18% | 122,327 | $20.98M | Shares decreased 1.55%; reported value decreased 12.31%, and weight changed -2.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 3.70% | 120,890 | $25.46M | Shares decreased 1.17%; reported value increased 21.38%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 3.80% | 120,185 | $28.00M | Shares decreased 0.58%; reported value increased 9.98%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 4.20% | 117,433 | $29.41M | Shares decreased 2.29%; reported value increased 5.02%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 4.89% | 116,638 | $25.91M | Shares decreased 0.68%; reported value decreased 11.90%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 3.94% | 110,858 | $22.74M | Shares decreased 4.96%; reported value decreased 12.21%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 4.37% | 112,169 | $28.56M | Shares increased 1.18%; reported value increased 25.57%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 4.38% | 112,396 | $30.56M | Shares increased 0.20%; reported value increased 6.98%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 4.12% | 111,575 | $28.32M | Shares decreased 0.73%; reported value decreased 7.33%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 3.83% | 111,008 | $32.12M | Shares decreased 0.51%; reported value increased 13.44%, and weight changed -0.29 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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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
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.