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 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 $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SWMG LLC's AAPL Position: Q2 2026 in Review

SWMG LLC reduced its Apple (AAPL) stake by 46% in Q2 2026, selling an estimated $924K and leaving 3,863 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #31.

SWMG LLC first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SWMG LLC held 3,863 shares of Apple worth $1.22M as of Q2 2026.
SWMG LLC sold 3,229 Apple shares in Q2 2026, an estimated $924K.
Apple made up 0.29% of SWMG LLC's portfolio in Q2 2026, its #31 holding.
SWMG LLC first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
SWMG LLC's Apple position peaked at $2.13M in Q3 2025.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.