SWP Financial
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SWP Financial’s Apple AAPL Stock Holding History

SWP Financial’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 		$12M Sell
35,929
-143
-0.4% -$45.9K 5.53% 5
2026
Q2 		$10.4M Buy
36,072
+563
+2% +$161K 4.83% 5
2026
Q1 		$9.01M Sell
35,509
-3,348
-9% -$871K 4.6% 5
2025
Q4 		$10.6M Sell
38,857
-46
-0.1% -$12.3K 5.3% 5
2025
Q3 		$9.9M Sell
38,903
-2,307
-6% -$521K 5.04% 7
2025
Q2 		$8.45M Buy
41,210
+11
+0% +$2.22K 4.64% 6
2025
Q1 		$9.15M Sell
41,199
-381
-0.9% -$88.3K 5.59% 5
2024
Q4 		$10.4M Sell
41,580
-575
-1% -$136K 6.28% 5
2024
Q3 		$9.8M Buy
42,155
+94
+0.2% +$21K 5.99% 6
2024
Q2 		$8.86M Sell
42,061
-630
-1% -$117K 5.85% 6
2024
Q1 		$7.32M Buy
42,691
+8,158
+24% +$1.48M 5.13% 8
2023
Q4 		$6.65M Buy
+34,533
New +$6.38M 5.16% 8

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

SWP Financial's AAPL Position: Q3 2026 in Review

SWP Financial reduced its Apple (AAPL) stake by 0.4% in Q3 2026, selling an estimated $45.9K and leaving 35,929 shares worth $12M. The position accounts for 5.53% of the portfolio, ranked #5.

SWP Financial first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 3,328 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • SWP Financial held 35,929 shares of Apple worth $12M as of Q3 2026.
  • SWP Financial sold 143 Apple shares in Q3 2026, an estimated $45.9K.
  • Apple made up 5.53% of SWP Financial's portfolio in Q3 2026, its #5 holding.
  • SWP Financial first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 3,328 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.