SWM Advisors’s Apple AAPL Stock Holding History

SWM Advisors’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
2022 Q3	$588K	Hold	4,256	–	–	0.55%	10
2022 Q2	$582K	Hold	4,256	–	–	0.53%	11
2022 Q1	$743K	Hold	4,256	–	–	0.58%	11
2021 Q4	$750K	Buy	+4,256	New	+$673K	0.66%	10

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SWM Advisors's AAPL Position: Q3 2022 in Review

SWM Advisors held its Apple (AAPL) position steady in Q3 2022 at 4,256 shares worth $588K. The position accounts for 0.55% of the portfolio, ranked #10.

SWM Advisors first reported a position in AAPL in Q4 2021 and has held it in 4 quarters since. The position peaked at $750K in Q4 2021. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

SWM Advisors held 4,256 shares of Apple worth $588K as of Q3 2022.
SWM Advisors left its Apple share count unchanged in Q3 2022.
Apple made up 0.55% of SWM Advisors's portfolio in Q3 2022, its #10 holding.
SWM Advisors first reported a position in Apple in Q4 2021 and has held it in 4 quarters since.
SWM Advisors's Apple position peaked at $750K in Q4 2021.
4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.