APPLE INC · CUSIP 037833100 · CIK 878770
As of 2026-06-30, WORLD EQUITY GROUP, INC. reported 76.95K AAPL (shares), valued at $22.27M, or 4.99% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 2.11%; reported value increased 11.60%, 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 | 4.99% | 76,949 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 5.17% | 78,611 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 6.08% | 80,059 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 6.35% | 109,933 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 4.65% | 83,511 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 7.05% | 110,397 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 4.34% | 80,766 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 7.06% | 83,873 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 5.49% | 87,269 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 6.23% | 176,832 | SEC filing ↗Filed Jul 18, 2024 |
| Q4 2023 | 9.24% | 241,082 | SEC filing ↗Filed Jul 22, 2024 |
| Q3 2023 | 8.40% | 236,104 | SEC filing ↗Filed Jul 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.40% | 236,104 | $40.42M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jul 22, 2024 |
| Q4 2023 | 9.24% | 241,082 | $46.07M | Shares increased 2.11%; reported value increased 13.97%, and weight changed +0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q1 2024 | 6.23% | 176,832 | $30.32M | Shares decreased 26.65%; reported value decreased 34.18%, and weight changed -3.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q2 2024 | 5.49% | 87,269 | $18.38M | Shares decreased 50.65%; reported value decreased 39.39%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 7.06% | 83,873 | $19.54M | Shares decreased 3.89%; reported value increased 6.32%, and weight changed +1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 4.34% | 80,766 | $20.22M | Shares decreased 3.70%; reported value increased 3.49%, and weight changed -2.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 7.05% | 110,397 | $24.66M | Shares increased 36.69%; reported value increased 21.94%, and weight changed +2.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 4.65% | 83,511 | $17.03M | Shares decreased 24.35%; reported value decreased 30.94%, and weight changed -2.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 6.35% | 109,933 | $27.99M | Shares increased 31.64%; reported value increased 64.37%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 6.08% | 80,059 | $21.76M | Shares decreased 27.17%; reported value decreased 22.25%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 5.17% | 78,611 | $19.95M | Shares decreased 1.81%; reported value decreased 8.34%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 4.99% | 76,949 | $22.27M | Shares decreased 2.11%; reported value increased 11.60%, and weight changed -0.18 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.