APPLE INC · CUSIP 037833100 · CIK 1801868
As of 2026-06-30, SteelPeak Wealth, LLC reported 952.87K AAPL (shares), valued at $275.72M, or 7.25% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 5.48%; reported value increased 7.76%, and weight changed -0.77 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 | 7.25% | 952,871 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 8.02% | 1,008,162 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 7.45% | 833,417 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 7.38% | 862,933 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 6.35% | 793,906 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 7.73% | 817,686 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 9.04% | 870,293 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 8.69% | 842,007 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 7.90% | 792,285 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 7.54% | 858,296 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 8.60% | 762,325 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 9.80% | 906,010 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 9.80% | 906,010 | $155.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 8.60% | 762,325 | $146.77M | Shares decreased 15.86%; reported value decreased 5.38%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 7.54% | 858,296 | $147.18M | Shares increased 12.59%; reported value increased 0.28%, and weight changed -1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 7.90% | 792,285 | $166.87M | Shares decreased 7.69%; reported value increased 13.38%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 8.69% | 842,007 | $196.19M | Shares increased 6.28%; reported value increased 17.57%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 9.04% | 870,293 | $217.94M | Shares increased 3.36%; reported value increased 11.09%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 7.73% | 817,686 | $181.63M | Shares decreased 6.04%; reported value decreased 16.66%, and weight changed -1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 6.35% | 793,906 | $162.89M | Shares decreased 2.91%; reported value decreased 10.32%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 7.38% | 862,933 | $219.73M | Shares increased 8.69%; reported value increased 34.90%, and weight changed +1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 7.45% | 833,417 | $226.57M | Shares decreased 3.42%; reported value increased 3.11%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 8.02% | 1,008,162 | $255.86M | Shares increased 20.97%; reported value increased 12.93%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 7.25% | 952,871 | $275.72M | Shares decreased 5.48%; reported value increased 7.76%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.