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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
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 		$9.91M 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 		$9.82M 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 $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWP Financial's AAPL Position: Q2 2026 in Review

SWP Financial increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $161K and bringing the position to 36,072 shares worth $10.4M. The position accounts for 4.83% of the portfolio, ranked #5.

SWP Financial first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q4 2025. 3,319 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SWP Financial held 36,072 shares of Apple worth $10.4M as of Q2 2026.
  • SWP Financial bought 563 Apple shares in Q2 2026, an estimated $161K.
  • Apple made up 4.83% of SWP Financial's portfolio in Q2 2026, its #5 holding.
  • SWP Financial first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's Apple position peaked at $10.6M in Q4 2025.
  • 3,319 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.