BWP
AAPL icon

BSW Wealth Partners’s Apple AAPL Stock Holding History

BSW Wealth Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.9M Sell
110,137
-648
-0.6% -$185K 3.54% 7
2026
Q1 		$28.1M Buy
110,785
+13,978
+14% +$3.64M 3.43% 8
2025
Q4 		$26.3M Sell
96,807
-604
-0.6% -$162K 3.16% 8
2025
Q3 		$24.8M Buy
97,411
+541
+0.6% +$122K 3.09% 8
2025
Q2 		$19.9M Sell
96,870
-4,153
-4% -$839K 2.72% 8
2025
Q1 		$22.4M Sell
101,023
-9,148
-8% -$2.12M 3.41% 7
2024
Q4 		$27.6M Buy
+110,171
New +$26M 4.05% 6
2024
Q3 		– Sell
-100,664
Closed -$22.5M – 304
2024
Q2 		$21.2M Sell
100,664
-1,883
-2% -$351K 3.48% 7
2024
Q1 		$17.6M Buy
102,547
+3,265
+3% +$594K 2.98% 8
2023
Q4 		$19.1M Sell
99,282
-44
-0% -$8.12K 3.79% 7
2023
Q3 		$17M Buy
99,326
+5,614
+6% +$1.03M 3.78% 7
2023
Q2 		$18.2M Sell
93,712
-3,673
-4% -$640K 3.79% 7
2023
Q1 		$16.1M Sell
97,385
-5,220
-5% -$770K 3.29% 7
2022
Q4 		$13.3M Sell
102,605
-593
-0.6% -$84.7K 2.86% 7
2022
Q3 		$14.3M Sell
103,198
-747
-0.7% -$117K 3.5% 7
2022
Q2 		$14.2M Buy
103,945
+2,214
+2% +$335K 3.41% 7
2022
Q1 		$17.8M Buy
101,731
+1,093
+1% +$184K 4.49% 4
2021
Q4 		$17.9M Buy
100,638
+13,339
+15% +$2.11M 4.49% 4
2021
Q3 		$12.4M Sell
87,299
-47,761
-35% -$7.03M 3.45% 5
2021
Q2 		$18.5M Buy
135,060
+1,175
+0.9% +$152K 5.09% 4
2021
Q1 		$16.4M Buy
133,885
+5,924
+5% +$760K 4.72% 4
2020
Q4 		$17M Buy
127,961
+54,504
+74% +$6.56M 5.22% 4
2020
Q3 		$8.51M Buy
73,457
+17,125
+30% +$1.87M 3.19% 9
2020
Q2 		$5.14M Buy
56,332
+3,860
+7% +$299K 1.72% 13
2020
Q1 		$3.34M Sell
52,472
-1,688
-3% -$124K 1.39% 18
2019
Q4 		$3.98M Buy
+54,160
New +$3.48M 1.35% 18
2019
Q3 		– Sell
-52,308
Closed -$2.59M – 142
2019
Q2 		$2.59M Buy
52,308
+11,960
+30% +$583K 0.98% 22
2019
Q1 		$1.92M Sell
40,348
-3,952
-9% -$168K 0.76% 24
2018
Q4 		$1.75M Buy
44,300
+980
+2% +$47.5K 0.66% 28
2018
Q3 		$2.44M Buy
43,320
+852
+2% +$44.4K 0.93% 17
2018
Q2 		$1.97M Buy
42,468
+1,356
+3% +$61.5K 0.85% 20
2018
Q1 		$1.72M Sell
41,112
-7,468
-15% -$321K 0.77% 19
2017
Q4 		$2.06M Buy
48,580
+148
+0.3% +$6.18K 0.85% 16
2017
Q3 		$1.87M Sell
48,432
-3,252
-6% -$126K 0.81% 16
2017
Q2 		$1.86M Buy
51,684
+11,296
+28% +$418K 0.85% 15
2017
Q1 		$1.45M Buy
40,388
+536
+1% +$17.6K 0.72% 19
2016
Q4 		$1.15M Buy
39,852
+35,292
+774% +$1M 0.6% 22
2016
Q3 		$10.1K Sell
4,560
-35,372
-89% -$936K 0.35% 33
2016
Q2 		$954K Sell
39,932
-1,036
-3% -$25.7K 0.52% 22
2016
Q1 		$1.12M Sell
40,968
-1,088
-3% -$27.1K 0.63% 20
2015
Q4 		$1.11M Sell
42,056
-572
-1% -$16.3K 0.55% 23
2015
Q3 		$1.18M Sell
42,628
-508
-1% -$14.9K 0.7% 18
2015
Q2 		$1.35M Buy
43,136
+6,060
+16% +$194K 0.86% 13
2015
Q1 		$1.15M Buy
37,076
+2,016
+6% +$60.9K 0.73% 15
2014
Q4 		$968K Sell
35,060
-2,004
-5% -$54.5K 0.78% 17
2014
Q3 		$934K Buy
37,064
+7,444
+25% +$183K 0.73% 17
2014
Q2 		$688K Sell
29,620
-396
-1% -$8.43K 0.54% 23
2014
Q1 		$576K Buy
30,016
+980
+3% +$18.6K 0.47% 27
2013
Q4 		$582K Sell
29,036
-840
-3% -$15.9K 0.46% 27
2013
Q3 		$509K Buy
29,876
+28
+0.1% +$464 0.44% 27
2013
Q2 		$423K Buy
+29,848
New +$459K 0.37% 29

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

BSW Wealth Partners's AAPL Position: Q2 2026 in Review

BSW Wealth Partners reduced its Apple (AAPL) stake by 0.58% in Q2 2026, selling an estimated $185K and leaving 110,137 shares worth $31.9M. The position accounts for 3.54% of the portfolio, ranked #7.

BSW Wealth Partners first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BSW Wealth Partners held 110,137 shares of Apple worth $31.9M as of Q2 2026.
  • BSW Wealth Partners sold 648 Apple shares in Q2 2026, an estimated $185K.
  • Apple made up 3.54% of BSW Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • BSW Wealth Partners first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.