APPLE INC · CUSIP 037833100 · CIK 1738738
As of Jun 30, 2026, KC Investment Advisors, LLC reported 20.36K AAPL (shares), valued at $5.89M, or 1.12% of its reported non-derivative portfolio. Filed Aug 6, 2026.
Verify history & sources →Shares increased 11.78%; reported value increased 27.45%, and weight changed +0.04 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 | 1.12% | 20,356 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 1.08% | 18,211 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.14% | 17,211 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.12% | 15,547 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 1.11% | 15,625 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 1.50% | 30,586 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 1.53% | 15,381 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.46% | 15,019 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.43% | 13,640 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 1.29% | 14,472 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 1.68% | 14,483 | SEC filing ↗Filed Jan 25, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.68% | 14,483 | $2.79M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 1.29% | 14,472 | $2.48M | Shares decreased 0.08%; reported value decreased 11.00%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.43% | 13,640 | $2.87M | Shares decreased 5.75%; reported value increased 15.76%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 1.46% | 15,019 | $3.50M | Shares increased 10.11%; reported value increased 21.82%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.53% | 15,381 | $3.85M | Shares increased 2.41%; reported value increased 10.06%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 1.50% | 30,586 | $6.79M | Shares increased 98.86%; reported value increased 76.40%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 1.11% | 15,625 | $3.21M | Shares decreased 48.91%; reported value decreased 52.82%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 1.12% | 15,547 | $4.09M | Shares decreased 0.50%; reported value increased 27.46%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 1.14% | 17,211 | $4.68M | Shares increased 10.70%; reported value increased 14.51%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.08% | 18,211 | $4.62M | Shares increased 5.81%; reported value decreased 1.22%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 1.12% | 20,356 | $5.89M | Shares increased 11.78%; reported value increased 27.45%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 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.