SWMG LLC’s Apple AAPL Stock Holding History

SWMG 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 Q3	$1.56M	Buy	4,478 +615	+16%	+$198K	0.34%	30
2026 Q2	$1.22M	Sell	3,863 -3,229	-46%	-$924K	0.29%	31
2026 Q1	$1.8M	Sell	7,092 -521	-7%	-$136K	0.51%	25
2025 Q4	$2.12M	Sell	7,613 -598	-7%	-$161K	0.59%	24
2025 Q3	$2.13M	Buy	8,211 +1,287	+19%	+$291K	0.64%	23
2025 Q2	$1.48M	Sell	6,924 -732	-10%	-$148K	0.5%	31
2025 Q1	$1.6M	Buy	7,656 +545	+8%	+$126K	0.64%	30
2024 Q4	$1.59M	Sell	7,111 -169	-2%	-$39.8K	0.63%	28
2024 Q3	$1.64M	Buy	7,280 +5,827	+401%	+$1.3M	0.68%	24
2024 Q2	$306K	Buy	+1,453	New	+$271K	0.14%	80

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWMG LLC's AAPL Position: Q3 2026 in Review

SWMG LLC increased its Apple (AAPL) stake by 16% in Q3 2026, buying an estimated $198K and bringing the position to 4,478 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #30.

SWMG LLC first reported a position in AAPL in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2025. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

SWMG LLC held 4,478 shares of Apple worth $1.56M as of Q3 2026.
SWMG LLC bought 615 Apple shares in Q3 2026, an estimated $198K.
Apple made up 0.34% of SWMG LLC's portfolio in Q3 2026, its #30 holding.
SWMG LLC first reported a position in Apple in Q2 2024 and has held it in 10 quarters since.
SWMG LLC's Apple position peaked at $2.13M in Q3 2025.
2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.