APPLE INC · CUSIP 037833100 · CIK 1835252
As of Jun 30, 2026, EWA, LLC reported 53.24K AAPL (shares), valued at $15.41M, or 2.81% of its reported non-derivative portfolio. Filed Jul 14, 2026.
Verify history & sources →Shares increased 2.64%; reported value increased 17.03%, and weight changed -0.18 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 |
|---|---|---|---|
| Q3 2026 | Not reported | Not reported | No filing this quarter |
| Q2 2026 | 2.81% | 53,244 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 2.99% | 51,875 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 3.35% | 50,485 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 2.26% | 32,036 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 2.20% | 33,999 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 2.66% | 32,265 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.50% | 26,605 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.09% | 25,606 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 2.01% | 21,562 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 1.56% | 18,921 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.77% | 8,510 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.77% | 8,510 | $1.58M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.56% | 18,921 | $3.46M | Shares increased 122.34%; reported value increased 118.99%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 2.01% | 21,562 | $4.85M | Shares increased 13.96%; reported value increased 40.09%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 2.09% | 25,606 | $5.84M | Shares increased 18.76%; reported value increased 20.45%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 2.50% | 26,605 | $6.66M | Shares increased 3.90%; reported value increased 14.01%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.66% | 32,265 | $7.17M | Shares increased 21.27%; reported value increased 7.57%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.20% | 33,999 | $6.98M | Shares increased 5.37%; reported value decreased 2.67%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 2.26% | 32,036 | $8.16M | Shares decreased 5.77%; reported value increased 16.94%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 3.35% | 50,485 | $13.72M | Shares increased 57.59%; reported value increased 68.25%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 2.99% | 51,875 | $13.17M | Shares increased 2.75%; reported value decreased 4.08%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 2.81% | 53,244 | $15.41M | Shares increased 2.64%; reported value increased 17.03%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
| Q3 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1835252","quarter":"2026Q2","cusip":"037833100"}
akkru_institutional_holdings
{"action":"history","cik":"1835252","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
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.