APPLE INC · CUSIP 037833100 · CIK 1729428
As of 2026-06-30, Monument Capital Management reported 34.07K AAPL (shares), valued at $9.86M, or 1.98% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 2.30%; reported value increased 16.64%, 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 | 1.98% | 34,072 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.12% | 33,306 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 2.28% | 33,643 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 2.12% | 33,248 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.77% | 33,195 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 2.30% | 33,678 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 2.37% | 34,393 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 1.99% | 30,956 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.96% | 31,700 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 1.62% | 32,781 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.18% | 35,103 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 1.98% | 34,502 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.98% | 34,502 | $5.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.18% | 35,103 | $6.76M | Shares increased 1.74%; reported value increased 14.41%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 1.62% | 32,781 | $5.62M | Shares decreased 6.61%; reported value decreased 16.82%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.96% | 31,700 | $6.68M | Shares decreased 3.30%; reported value increased 18.77%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 1.99% | 30,956 | $7.21M | Shares decreased 2.35%; reported value increased 8.03%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.37% | 34,393 | $8.61M | Shares increased 11.10%; reported value increased 19.41%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.30% | 33,678 | $7.48M | Shares decreased 2.08%; reported value decreased 13.14%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 1.77% | 33,195 | $6.81M | Shares decreased 1.43%; reported value decreased 8.96%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 2.12% | 33,248 | $8.47M | Shares increased 0.16%; reported value increased 24.30%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.28% | 33,643 | $9.15M | Shares increased 1.19%; reported value increased 8.03%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 2.12% | 33,306 | $8.45M | Shares decreased 1.00%; reported value decreased 7.58%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 1.98% | 34,072 | $9.86M | Shares increased 2.30%; reported value increased 16.64%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.