APPLE INC · CUSIP 037833100 · CIK 1720969
As of 2026-06-30, Legacy Advisors, LLC reported 149.78K AAPL (shares), valued at $43.34M, or 4.05% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 22.77%; reported value increased 39.98%, and weight changed +0.40 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 | 4.05% | 149,777 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 3.65% | 121,995 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 3.70% | 126,601 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 3.69% | 117,259 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.35% | 24,312 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 4.34% | 188,425 | SEC filing ↗Filed Apr 23, 2025Combination report |
| Q4 2024 | 4.19% | 172,411 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 3.73% | 147,941 | SEC filing ↗Filed Nov 13, 2024Combination report |
| Q2 2024 | 3.76% | 146,660 | SEC filing ↗Filed Jul 30, 2024Combination report |
| Q1 2024 | 2.77% | 127,852 | SEC filing ↗Filed Apr 30, 2024Combination report |
| Q4 2023 | 3.23% | 129,797 | SEC filing ↗Filed Feb 12, 2024Combination report |
| Q3 2023 | 3.26% | 118,123 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.26% | 118,123 | $20.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 3.23% | 129,797 | $24.99M | Shares increased 9.88%; reported value increased 23.57%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.77% | 127,852 | $21.92M | Shares decreased 1.50%; reported value decreased 12.27%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 3.76% | 146,660 | $30.89M | Shares increased 14.71%; reported value increased 40.89%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 3.73% | 147,941 | $34.47M | Shares increased 0.87%; reported value increased 11.59%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 4.19% | 172,411 | $43.18M | Shares increased 16.54%; reported value increased 25.25%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 4.34% | 188,425 | $41.85M | Shares increased 9.29%; reported value decreased 3.06%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.35% | 24,312 | $118.50K | Shares decreased 87.10%; reported value decreased 99.72%, and weight changed -3.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 3.69% | 117,259 | $29.86M | Shares increased 382.31%; reported value increased 25096.78%, and weight changed +3.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 3.70% | 126,601 | $34.42M | Shares increased 7.97%; reported value increased 15.27%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 3.65% | 121,995 | $30.96M | Shares decreased 3.64%; reported value decreased 10.04%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 4.05% | 149,777 | $43.34M | Shares increased 22.77%; reported value increased 39.98%, and weight changed +0.40 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.