APPLE INC · CUSIP 037833100 · CIK 2010765
As of 2026-06-30, Fielder Capital Group LLC reported 19.68K AAPL (shares), valued at $5.69M, or 1.23% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 3.67%; reported value increased 18.20%, 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 |
|---|---|---|---|
| Q2 2026 | 1.23% | 19,676 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 1.05% | 18,980 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.50% | 60,567 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 1.05% | 18,051 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.94% | 17,215 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 1.17% | 18,157 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 1.33% | 17,077 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 1.31% | 17,061 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.36% | 16,830 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 1.42% | 18,589 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 2.10% | 18,047 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 2.10% | 18,047 | $3.47M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.42% | 18,589 | $3.19M | Shares increased 3.00%; reported value decreased 8.26%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 1.36% | 16,830 | $3.54M | Shares decreased 9.46%; reported value increased 11.20%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 1.31% | 17,061 | $3.98M | Shares increased 1.37%; reported value increased 12.14%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.33% | 17,077 | $4.28M | Shares increased 0.09%; reported value increased 7.57%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 1.17% | 18,157 | $4.03M | Shares increased 6.32%; reported value decreased 5.69%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 0.94% | 17,215 | $3.53M | Shares decreased 5.19%; reported value decreased 12.43%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.05% | 18,051 | $4.60M | Shares increased 4.86%; reported value increased 30.13%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 3.50% | 60,567 | $16.47M | Shares increased 235.53%; reported value increased 258.24%, and weight changed +2.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 1.05% | 18,980 | $4.82M | Shares decreased 68.66%; reported value decreased 70.75%, and weight changed -2.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.23% | 19,676 | $5.69M | Shares increased 3.67%; reported value increased 18.20%, and weight changed +0.18 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.