SWF LLC’s Apple AAPL Stock Holding History

SWF LLC’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	$234K	Buy	923 +28	+3%	+$7.29K	0.02%	9
2025 Q4	$243K	Hold	895	–	–	0.02%	9
2025 Q3	$228K	Buy	+895	New	+$202K	0.02%	9

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SWF LLC's AAPL Position: Q1 2026 in Review

SWF LLC increased its Apple (AAPL) stake by 3.1% in Q1 2026, buying an estimated $7.29K and bringing the position to 923 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #9.

SWF LLC first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

SWF LLC held 923 shares of Apple worth $234K as of Q1 2026.
SWF LLC bought 28 Apple shares in Q1 2026, an estimated $7.29K.
Apple made up 0.02% of SWF LLC's portfolio in Q1 2026, its #9 holding.
SWF LLC first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
SWF LLC's Apple position peaked at $243K in Q4 2025.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SWF LLC's 13F filing for Q1 2026, filed 14 May 2026.