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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Swan Global Investments's AAPL Position: Q1 2026 in Review

Swan Global Investments increased its Apple (AAPL) stake by 9.7% in Q1 2026, buying an estimated $102K and bringing the position to 4,406 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #36.

Swan Global Investments first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Swan Global Investments held 4,406 shares of Apple worth $1.12M as of Q1 2026.
  • Swan Global Investments bought 391 Apple shares in Q1 2026, an estimated $102K.
  • Apple made up 0.04% of Swan Global Investments's portfolio in Q1 2026, its #36 holding.
  • Swan Global Investments first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.