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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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 $1.47T 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