Other

Cumulative Cost Basis

Apple Cumulative Cost Basis increased by 0.2% to $127.56B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.3%, from $121.18B to $127.56B. Over 5 years (FY 2020 to FY 2025), Cumulative Cost Basis shows a downward trend with a -7.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2015
Last reportedQ2 2026May 1, 2026

How to read this metric

Provides a stable reference point for the scale of the bank's investment activities and historical capital deployment.

Detailed definition

The cumulative cost basis represents the original purchase price or historical cost of assets or liabilities before any...

Peer comparison

Universal accounting concept used by all financial institutions to track historical investment scale.

Metric ID: cumulative_cost_basis

Historical Data

20 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Value$108.86B$109.72B$107.70B$109.32B$111.85B$114.46B$111.00B$113.07B$114.34B$114.60B$116.18B$115.24B$117.13B$119.13B$120.62B$121.18B$124.31B$125.85B$127.32B$127.56B
QoQ Change+0.8%-1.8%+1.5%+2.3%+2.3%-3.0%+1.9%+1.1%+0.2%+1.4%-0.8%+1.6%+1.7%+1.2%+0.5%+2.6%+1.2%+1.2%+0.2%
YoY Change+2.8%+4.3%+3.1%+3.4%+2.2%+0.1%+4.7%+1.9%+2.4%+4.0%+3.8%+5.2%+6.1%+5.6%+5.6%+5.3%
Range$107.70B$127.56B
CAGR+3.4%
Avg YoY Growth+3.8%
Median YoY Growth+3.9%
Current Streak8 quarters growth

Frequently Asked Questions

What is Apple's cumulative cost basis?
Apple (AAPL) reported cumulative cost basis of $127.56B in Q1 2026.
How has Apple's cumulative cost basis changed year-over-year?
Apple's cumulative cost basis increased by 5.3% year-over-year, from $121.18B to $127.56B.
What is the long-term trend for Apple's cumulative cost basis?
Over 5 years (2020 to 2025), Apple's cumulative cost basis has grown at a -7.9% compound annual growth rate (CAGR), from $189.43B to $125.85B.
What does cumulative cost basis mean?
The original total cost of assets or liabilities before any accounting adjustments.