APPLE INC · CUSIP 037833100 · CIK 1730149
As of 2026-06-30, Clarus Wealth Advisors reported 17.47K AAPL (shares), valued at $5.47M, or 2.11% of its reported non-derivative portfolio. Filed 2026-07-10.
Verify history & sources →Shares decreased 36.15%; reported value decreased 21.07%, and weight changed -0.85 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 | 2.11% | 17,468 | SEC filing ↗Filed Jul 10, 2026 |
| Q1 2026 | 2.96% | 27,360 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 3.13% | 28,908 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 3.45% | 30,259 | SEC filing ↗Filed Oct 6, 2025 |
| Q2 2025 | 3.10% | 31,889 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 4.14% | 38,920 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 4.43% | 37,936 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 4.16% | 36,873 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 4.66% | 37,614 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 4.17% | 43,914 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 5.05% | 45,221 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 5.05% | 45,221 | $8.53M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 4.17% | 43,914 | $7.37M | Shares decreased 2.89%; reported value decreased 13.62%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 4.66% | 37,614 | $8.76M | Shares decreased 14.35%; reported value increased 18.94%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 4.16% | 36,873 | $8.17M | Shares decreased 1.97%; reported value decreased 6.72%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 4.43% | 37,936 | $8.89M | Shares increased 2.88%; reported value increased 8.78%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 4.14% | 38,920 | $7.74M | Shares increased 2.59%; reported value decreased 12.97%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 3.10% | 31,889 | $6.70M | Shares decreased 18.07%; reported value decreased 13.47%, and weight changed -1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 3.45% | 30,259 | $7.81M | Shares decreased 5.11%; reported value increased 16.58%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 6, 2025 |
| Q4 2025 | 3.13% | 28,908 | $7.55M | Shares decreased 4.46%; reported value decreased 3.34%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 2.96% | 27,360 | $6.94M | Shares decreased 5.35%; reported value decreased 8.09%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 2.11% | 17,468 | $5.47M | Shares decreased 36.15%; reported value decreased 21.07%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 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.