APPLE INC · CUSIP 037833100 · CIK 1832274
As of 2026-06-30, Sage Mountain Advisors LLC reported 37.83K AAPL (shares), valued at $10.95M, or 0.67% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 15.12%; reported value increased 31.25%, and weight changed +0.09 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 | 0.67% | 37,830 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 0.58% | 32,862 | SEC filing ↗Filed May 11, 2026Combination report |
| Q4 2025 | 2.16% | 149,994 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 2.23% | 153,043 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 1.83% | 137,200 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.07% | 126,480 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 2.33% | 127,313 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 2.23% | 112,089 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 2.10% | 107,954 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.68% | 94,063 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.24% | 100,238 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 2.50% | 106,357 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.50% | 106,357 | $18.21M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.24% | 100,238 | $19.30M | Shares decreased 5.75%; reported value increased 5.98%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 1.68% | 94,063 | $16.13M | Shares decreased 6.16%; reported value decreased 16.42%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 2.10% | 107,954 | $22.74M | Shares increased 14.77%; reported value increased 40.96%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 2.23% | 112,089 | $26.12M | Shares increased 3.83%; reported value increased 14.86%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.33% | 127,313 | $31.88M | Shares increased 13.58%; reported value increased 22.07%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.07% | 126,480 | $28.09M | Shares decreased 0.65%; reported value decreased 11.88%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.83% | 137,200 | $28.15M | Shares increased 8.48%; reported value increased 0.19%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 2.23% | 153,043 | $38.97M | Shares increased 11.55%; reported value increased 38.44%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 2.16% | 149,994 | $40.78M | Shares decreased 1.99%; reported value increased 4.64%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 0.58% | 32,862 | $8.34M | Shares decreased 78.09%; reported value decreased 79.55%, and weight changed -1.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.67% | 37,830 | $10.95M | Shares increased 15.12%; reported value increased 31.25%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 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.