APPLE INC · CUSIP 037833100 · CIK 1806226
As of 2026-06-30, Sowa Financial Group, Inc. reported 92.29K AAPL (shares), valued at $26.70M, or 12.45% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 3.77%; reported value increased 9.73%, and weight changed +0.39 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 | 12.45% | 92,288 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 12.06% | 95,899 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 13.97% | 98,655 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 14.54% | 101,780 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 13.43% | 104,845 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 16.21% | 111,078 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 17.75% | 113,184 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 17.25% | 117,113 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 19.07% | 119,575 | SEC filing ↗Filed Jul 29, 2024 |
| Q1 2024 | 20.28% | 129,069 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 20.28% | 129,069 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 17.37% | 135,078 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 17.37% | 135,078 | $23.13M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 20.28% | 129,069 | $24.85M | Shares decreased 4.45%; reported value increased 7.45%, and weight changed +2.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 20.28% | 129,069 | $24.85M | 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 Apr 18, 2024 |
| Q2 2024 | 19.07% | 119,575 | $25.18M | Shares decreased 7.36%; reported value increased 1.35%, and weight changed -1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 17.25% | 117,113 | $27.29M | Shares decreased 2.06%; reported value increased 8.35%, and weight changed -1.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 17.75% | 113,184 | $28.34M | Shares decreased 3.35%; reported value increased 3.87%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 16.21% | 111,078 | $24.67M | Shares decreased 1.86%; reported value decreased 12.95%, and weight changed -1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 13.43% | 104,845 | $21.51M | Shares decreased 5.61%; reported value decreased 12.82%, and weight changed -2.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 14.54% | 101,780 | $25.92M | Shares decreased 2.92%; reported value increased 20.48%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 13.97% | 98,655 | $26.82M | Shares decreased 3.07%; reported value increased 3.49%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 12.06% | 95,899 | $24.34M | Shares decreased 2.79%; reported value decreased 9.25%, and weight changed -1.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 12.45% | 92,288 | $26.70M | Shares decreased 3.77%; reported value increased 9.73%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 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.