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SWP Investment Management’s Apple AAPL Stock Holding History

SWP Investment Management’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 		$6.09M Buy
21,036
+780
+4% +$223K 4.2% 2
2026
Q1 		$5.14M Buy
20,256
+390
+2% +$101K 3.84% 3
2025
Q4 		$5.4M Buy
19,866
+758
+4% +$203K 3.92% 3
2025
Q3 		$4.87M Buy
19,108
+1,683
+10% +$380K 4.78% 2
2025
Q2 		$3.58M Buy
17,425
+4,399
+34% +$888K 4.23% 4
2025
Q1 		$2.89M Buy
+13,026
New +$3.02M 3.61% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SWP Investment Management's AAPL Position: Q2 2026 in Review

SWP Investment Management increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $223K and bringing the position to 21,036 shares worth $6.09M. The position accounts for 4.2% of the portfolio, ranked #2.

SWP Investment Management first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SWP Investment Management held 21,036 shares of Apple worth $6.09M as of Q2 2026.
  • SWP Investment Management bought 780 Apple shares in Q2 2026, an estimated $223K.
  • Apple made up 4.2% of SWP Investment Management's portfolio in Q2 2026, its #2 holding.
  • SWP Investment Management first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.