APPLE INC · CUSIP 037833100 · CIK 1739043
As of 2026-06-30, Winthrop Advisory Group LLC reported 153.59K AAPL (shares), valued at $44.44M, or 2.99% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 0.41%; reported value increased 13.55%, and weight changed -0.21 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 | 2.99% | 153,589 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 3.20% | 154,214 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 3.61% | 156,657 | SEC filing ↗Filed Jan 21, 2026Amended |
| Q3 2025 | 3.50% | 157,018 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 3.08% | 155,787 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 4.02% | 150,623 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 4.65% | 154,588 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 4.54% | 157,689 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 4.41% | 153,870 | SEC filing ↗Filed Jul 18, 2024Amended |
| Q1 2024 | 3.87% | 156,179 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 4.76% | 158,226 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 4.58% | 162,870 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.58% | 162,870 | $27.88M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 4.76% | 158,226 | $30.46M | Shares decreased 2.85%; reported value increased 9.25%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 3.87% | 156,179 | $26.78M | Shares decreased 1.29%; reported value decreased 12.09%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 4.41% | 153,870 | $32.41M | Shares decreased 1.48%; reported value increased 21.01%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 4.54% | 157,689 | $36.74M | Shares increased 2.48%; reported value increased 13.37%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 4.65% | 154,588 | $38.71M | Shares decreased 1.97%; reported value increased 5.36%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 4.02% | 150,623 | $33.46M | Shares decreased 2.56%; reported value decreased 13.57%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 3.08% | 155,787 | $31.96M | Shares increased 3.43%; reported value decreased 4.47%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 3.50% | 157,018 | $39.98M | Shares increased 0.79%; reported value increased 25.09%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 3.61% | 156,657 | $42.59M | Shares decreased 0.23%; reported value increased 6.52%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 3.20% | 154,214 | $39.14M | Shares decreased 1.56%; reported value decreased 8.10%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 2.99% | 153,589 | $44.44M | Shares decreased 0.41%; reported value increased 13.55%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 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.