APPLE INC · CUSIP 037833100 · CIK 2011221
As of Jun 30, 2026, Darden Wealth Group Inc reported 33.70K AAPL (shares), valued at $9.75M, or 3.86% of its reported non-derivative portfolio. Filed Aug 6, 2026.
Verify history & sources →Shares decreased 0.08%; reported value increased 13.92%, and weight changed -0.50 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 | 3.86% | 33,702 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 4.36% | 33,729 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 4.60% | 34,876 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 4.62% | 34,732 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 4.42% | 35,748 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 6.84% | 39,706 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 6.88% | 40,810 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 6.97% | 41,706 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 5.05% | 39,814 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 4.98% | 37,061 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 7.08% | 38,269 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.08% | 38,269 | $7.37M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 4.98% | 37,061 | $6.36M | Shares decreased 3.16%; reported value decreased 13.74%, and weight changed -2.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.05% | 39,814 | $8.39M | Shares increased 7.43%; reported value increased 31.95%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 6.97% | 41,706 | $9.72M | Shares increased 4.75%; reported value increased 15.88%, and weight changed +1.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 6.88% | 40,810 | $10.22M | Shares decreased 2.15%; reported value increased 5.17%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 6.84% | 39,706 | $8.82M | Shares decreased 2.71%; reported value decreased 13.70%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 4.42% | 35,748 | $7.33M | Shares decreased 9.97%; reported value decreased 16.84%, and weight changed -2.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 4.62% | 34,732 | $8.84M | Shares decreased 2.84%; reported value increased 20.58%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 4.60% | 34,876 | $9.48M | Shares increased 0.41%; reported value increased 7.21%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 4.36% | 33,729 | $8.56M | Shares decreased 3.29%; reported value decreased 9.72%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.86% | 33,702 | $9.75M | Shares decreased 0.08%; reported value increased 13.92%, and weight changed -0.50 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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