APPLE INC · CUSIP 037833100 · CIK 1950841
As of 2026-06-30, Cardinal Point Capital Management ULC reported 241.07K AAPL (shares), valued at $69.76M, or 3.95% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 2.74%; reported value increased 17.14%, and weight changed +0.30 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 | 3.95% | 241,074 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 3.65% | 234,645 | SEC filing ↗Filed Apr 20, 2026 |
| Q4 2025 | 4.87% | 274,167 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 4.94% | 278,354 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 3.86% | 237,427 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 4.89% | 35,967 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.39% | 35,031 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.11% | 28,702 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 1.04% | 28,457 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 0.90% | 27,502 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 1.13% | 24,212 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 1.12% | 24,903 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.12% | 24,903 | $4.26M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 1.13% | 24,212 | $4.66M | Shares decreased 2.77%; reported value increased 9.33%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 0.90% | 27,502 | $4.72M | Shares increased 13.59%; reported value increased 1.17%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.04% | 28,457 | $5.99M | Shares increased 3.47%; reported value increased 27.09%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 1.11% | 28,702 | $6.69M | Shares increased 0.86%; reported value increased 11.58%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 1.39% | 35,031 | $8.77M | Shares increased 22.05%; reported value increased 31.18%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 4.89% | 35,967 | $53.17M | Shares increased 2.67%; reported value increased 506.10%, and weight changed +3.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 3.86% | 237,427 | $48.71M | Shares increased 560.12%; reported value decreased 8.38%, and weight changed -1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 4.94% | 278,354 | $70.64M | Shares increased 17.24%; reported value increased 45.01%, and weight changed +1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.87% | 274,167 | $74.53M | Shares decreased 1.50%; reported value increased 5.51%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 3.65% | 234,645 | $59.55M | Shares decreased 14.42%; reported value decreased 20.10%, and weight changed -1.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 3.95% | 241,074 | $69.76M | Shares increased 2.74%; reported value increased 17.14%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 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.