APPLE INC · CUSIP 037833100 · CIK 1801585
As of 2026-06-30, AMJ Financial Wealth Management reported 46.37K AAPL (shares), valued at $11.77M, or 2.79% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares unchanged; reported value increased 0.00%, and weight changed +0.00 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 | 2.79% | 46,367 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 2.79% | 46,367 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 2.24% | 34,330 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.34% | 5,574 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 0.29% | 5,641 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.41% | 6,182 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.43% | 6,150 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 0.42% | 6,237 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.43% | 6,618 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 0.37% | 6,546 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.55% | 6,819 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.55% | 6,819 | $1.31M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.37% | 6,546 | $1.12M | Shares decreased 4.00%; reported value decreased 14.50%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 0.43% | 6,618 | $1.39M | Shares increased 1.10%; reported value increased 24.18%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 0.42% | 6,237 | $1.45M | Shares decreased 5.76%; reported value increased 4.26%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.43% | 6,150 | $1.54M | Shares decreased 1.39%; reported value increased 5.98%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 0.41% | 6,182 | $1.37M | Shares increased 0.52%; reported value decreased 10.84%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.29% | 5,641 | $1.16M | Shares decreased 8.75%; reported value decreased 15.72%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.34% | 5,574 | $1.42M | Shares decreased 1.19%; reported value increased 22.63%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.24% | 34,330 | $9.33M | Shares increased 515.90%; reported value increased 557.53%, and weight changed +1.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 2.79% | 46,367 | $11.77M | Shares increased 35.06%; reported value increased 26.09%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 2.79% | 46,367 | $11.77M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 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.