APPLE INC · CUSIP 037833100 · CIK 2051491
As of 2026-06-30, Westmount Partners, LLC reported 184.51K AAPL (shares), valued at $53.39M, or 11.75% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares increased 6.82%; reported value increased 21.79%, and weight changed +0.95 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 | 11.75% | 184,506 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 10.80% | 172,733 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 11.53% | 170,045 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 10.53% | 159,653 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 9.23% | 163,843 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 11.11% | 163,988 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 12.51% | 164,393 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 11.54% | 164,653 | SEC filing ↗Filed Jan 13, 2025 |
| Q2 2024 | 11.77% | 164,575 | SEC filing ↗Filed Jan 28, 2025 |
| Q1 2024 | 10.32% | 167,362 | SEC filing ↗Filed Jan 28, 2025 |
| Q4 2023 | 13.22% | 168,109 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2023 | 12.63% | 167,422 | SEC filing ↗Filed Jan 28, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 12.63% | 167,422 | $28.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 28, 2025 |
| Q4 2023 | 13.22% | 168,109 | $32.37M | Shares increased 0.41%; reported value increased 12.91%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2024 | 10.32% | 167,362 | $28.70M | Shares decreased 0.44%; reported value decreased 11.33%, and weight changed -2.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q2 2024 | 11.77% | 164,575 | $35.67M | Shares decreased 1.67%; reported value increased 24.29%, and weight changed +1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q3 2024 | 11.54% | 164,653 | $38.36M | Shares increased 0.05%; reported value increased 7.55%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q4 2024 | 12.51% | 164,393 | $41.17M | Shares decreased 0.16%; reported value increased 7.31%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 11.11% | 163,988 | $36.43M | Shares decreased 0.25%; reported value decreased 11.52%, and weight changed -1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 9.23% | 163,843 | $33.62M | Shares decreased 0.09%; reported value decreased 7.72%, and weight changed -1.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 10.53% | 159,653 | $40.78M | Shares decreased 2.56%; reported value increased 21.32%, and weight changed +1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 11.53% | 170,045 | $46.23M | Shares increased 6.51%; reported value increased 13.35%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 10.80% | 172,733 | $43.84M | Shares increased 1.58%; reported value decreased 5.17%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 11.75% | 184,506 | $53.39M | Shares increased 6.82%; reported value increased 21.79%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 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.