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Swisher Financial Concepts’s Apple AAPL Stock Holding History

Swisher Financial Concepts’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 		$3.23M Sell
11,163
-13,915
-55% -$3.98M 2.03% 13
2026
Q1 		$6.36M Buy
25,078
+172
+0.7% +$44.8K 3.56% 11
2025
Q4 		$6.77M Sell
24,906
-926
-4% -$249K 3.84% 10
2025
Q3 		$6.58M Sell
25,832
-462
-2% -$104K 3.94% 10
2025
Q2 		$5.39M Buy
+26,294
New +$5.31M 3.48% 12
2025
Q1 		– Sell
-19,172
Closed -$4.8M – 81
2024
Q4 		$4.8M Sell
19,172
-8,048
-30% -$1.9M 5.65% 5
2024
Q3 		$6.11M Buy
+27,220
New +$6.08M 3.85% 9
2024
Q2 		– Sell
-26,706
Closed -$4.49M – 79
2024
Q1 		$4.49M Buy
26,706
+4,072
+18% +$740K 3.91% 10
2023
Q4 		$4.13M Buy
+22,634
New +$4.18M 3.98% 9

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 $3.37T AUM 44.26% 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

Swisher Financial Concepts's AAPL Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Apple (AAPL) stake by 55% in Q2 2026, selling an estimated $3.98M and leaving 11,163 shares worth $3.23M. The position accounts for 2.03% of the portfolio, ranked #13.

Swisher Financial Concepts first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.77M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Swisher Financial Concepts held 11,163 shares of Apple worth $3.23M as of Q2 2026.
  • Swisher Financial Concepts sold 13,915 Apple shares in Q2 2026, an estimated $3.98M.
  • Apple made up 2.03% of Swisher Financial Concepts's portfolio in Q2 2026, its #13 holding.
  • Swisher Financial Concepts first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Swisher Financial Concepts's Apple position peaked at $6.77M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.