APPLE INC · CUSIP 037833100 · CIK 2122473
As of 2026-06-30, American State Bank (Iowa) reported 25.38K AAPL (shares), valued at $7.34M, or 2.98% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 2.83%; reported value increased 17.24%, and weight changed -0.03 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 | 2.98% | 25,381 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 3.01% | 24,682 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 3.36% | 25,694 | SEC filing ↗Filed Apr 14, 2026 |
| Q3 2025 | 3.34% | 25,710 | SEC filing ↗Filed Apr 14, 2026 |
| Q2 2025 | 2.91% | 25,585 | SEC filing ↗Filed Apr 14, 2026 |
| Q1 2025 | 3.46% | 25,807 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2024 | 3.79% | 25,140 | SEC filing ↗Filed Apr 14, 2026 |
| Q3 2024 | 3.59% | 25,388 | SEC filing ↗Filed Apr 14, 2026 |
| Q2 2024 | 3.49% | 25,859 | SEC filing ↗Filed Apr 14, 2026 |
| Q1 2024 | 1.86% | 16,208 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2023 | 2.17% | 17,671 | SEC filing ↗Filed Apr 14, 2026 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.17% | 17,671 | $3.40M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Apr 14, 2026 |
| Q1 2024 | 1.86% | 16,208 | $2.78M | Shares decreased 8.28%; reported value decreased 18.31%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2024 | 3.49% | 25,859 | $5.45M | Shares increased 59.54%; reported value increased 95.96%, and weight changed +1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q3 2024 | 3.59% | 25,388 | $5.92M | Shares decreased 1.82%; reported value increased 8.61%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q4 2024 | 3.79% | 25,140 | $6.30M | Shares decreased 0.98%; reported value increased 6.43%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q1 2025 | 3.46% | 25,807 | $5.73M | Shares increased 2.65%; reported value decreased 8.94%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2025 | 2.91% | 25,585 | $5.25M | Shares decreased 0.86%; reported value decreased 8.43%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q3 2025 | 3.34% | 25,710 | $6.55M | Shares increased 0.49%; reported value increased 24.71%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q4 2025 | 3.36% | 25,694 | $6.99M | Shares decreased 0.06%; reported value increased 6.70%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q1 2026 | 3.01% | 24,682 | $6.26M | Shares decreased 3.94%; reported value decreased 10.32%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 2.98% | 25,381 | $7.34M | Shares increased 2.83%; reported value increased 17.24%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 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.