APPLE INC · CUSIP 037833100 · CIK 1923591
As of 2026-06-30, West Wealth Group, LLC reported 57.17K AAPL (shares), valued at $16.54M, or 2.71% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 2.50%; reported value increased 16.86%, 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 | 2.71% | 57,166 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 2.80% | 55,774 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.06% | 54,282 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 3.05% | 54,173 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 2.94% | 55,517 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.64% | 55,098 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 3.67% | 49,181 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 3.59% | 47,507 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 3.56% | 47,808 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 3.05% | 47,997 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 3.80% | 49,995 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 3.32% | 44,499 | SEC filing ↗Filed Oct 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.32% | 44,499 | $7.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 6, 2023 |
| Q4 2023 | 3.80% | 49,995 | $9.63M | Shares increased 12.35%; reported value increased 26.34%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 3.05% | 47,997 | $8.23M | Shares decreased 4.00%; reported value decreased 14.49%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 3.56% | 47,808 | $10.07M | Shares decreased 0.39%; reported value increased 22.34%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 3.59% | 47,507 | $11.07M | Shares decreased 0.63%; reported value increased 9.93%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 3.67% | 49,181 | $12.32M | Shares increased 3.52%; reported value increased 11.27%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 3.64% | 55,098 | $12.30M | Shares increased 12.03%; reported value decreased 0.15%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 2.94% | 55,517 | $11.84M | Shares increased 0.76%; reported value decreased 3.73%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 3.05% | 54,173 | $13.51M | Shares decreased 2.42%; reported value increased 14.09%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 3.06% | 54,282 | $14.76M | Shares increased 0.20%; reported value increased 9.25%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 2.80% | 55,774 | $14.15M | Shares increased 2.75%; reported value decreased 4.08%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.71% | 57,166 | $16.54M | Shares increased 2.50%; reported value increased 16.86%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 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.