APPLE INC · CUSIP 037833100 · CIK 1776296
As of 2026-06-30, RBA Wealth Management, LLC reported 33.79K AAPL (shares), valued at $9.78M, or 3.59% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 15.32%; reported value decreased 3.45%, and weight changed -0.06 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 | 3.59% | 33,794 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 3.65% | 39,909 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 3.72% | 40,366 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 3.61% | 41,126 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 3.22% | 42,169 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 3.67% | 41,770 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 4.00% | 41,996 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 3.90% | 43,419 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 3.70% | 43,794 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 3.09% | 44,506 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.69% | 43,880 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 3.62% | 43,902 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.62% | 43,902 | $7.52M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 3.69% | 43,880 | $8.45M | Shares decreased 0.05%; reported value increased 12.40%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 3.09% | 44,506 | $7.63M | Shares increased 1.43%; reported value decreased 9.66%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 3.70% | 43,794 | $9.22M | Shares decreased 1.60%; reported value increased 20.86%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 3.90% | 43,419 | $10.12M | Shares decreased 0.86%; reported value increased 9.68%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 4.00% | 41,996 | $10.52M | Shares decreased 3.28%; reported value increased 3.95%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 3.67% | 41,770 | $9.28M | Shares decreased 0.54%; reported value decreased 11.77%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 3.22% | 42,169 | $8.65M | Shares increased 0.96%; reported value decreased 6.75%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 3.61% | 41,126 | $10.47M | Shares decreased 2.47%; reported value increased 21.04%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 3.72% | 40,366 | $10.97M | Shares decreased 1.85%; reported value increased 4.79%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.65% | 39,909 | $10.13M | Shares decreased 1.13%; reported value decreased 7.70%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 3.59% | 33,794 | $9.78M | Shares decreased 15.32%; reported value decreased 3.45%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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Sources, coverage & how to read this data
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.