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Swan Global Investments’s Apple AAPL Stock Holding History

Swan Global Investments’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 		$3.29M Buy
14,200
+700
+5% +$200K 0.1% 37
2026
Q1 		$3.13M Sell
13,500
-2,100
-13% -$547K 0.1% 30
2025
Q4 		$3.2M Buy
15,600
+2,000
+15% +$537K 0.09% 31
2025
Q3 		$2.72M Sell
13,600
-5,100
-27% -$1.15M 0.08% 30
2025
Q2 		$3.59M Buy
18,700
+5,100
+38% +$1.03M 0.1% 29
2025
Q1 		$2.72M Buy
13,600
+4,200
+45% +$973K 0.08% 30
2024
Q4 		$1.93M Hold
9,400
– – 0.06% 35
2024
Q3 		$1.82M Hold
9,400
– – 0.06% 36
2024
Q2 		$1.5M Hold
9,400
– – 0.05% 37
2024
Q1 		$1.5M Hold
9,400
– – 0.05% 36
2023
Q4 		$1.5M Buy
+9,400
New +$1.74M 0.05% 38

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Swan Global Investments's AAPL Position: Q2 2026 in Review

Swan Global Investments increased its Apple (AAPL) stake by 1,385% in Q2 2026, buying an estimated $17.5M and bringing the position to 65,417 shares worth $18.9M. The position accounts for 0.56% of the portfolio, ranked #22.

Swan Global Investments first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,154 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Swan Global Investments held 65,417 shares of Apple worth $18.9M as of Q2 2026.
  • Swan Global Investments bought 61,011 Apple shares in Q2 2026, an estimated $17.5M.
  • Apple made up 0.56% of Swan Global Investments's portfolio in Q2 2026, its #22 holding.
  • Swan Global Investments first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,154 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.