SWS Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $667K | Sell |
2,630
-42
| -2% | -$10.9K | 0.16% | 95 |
|
|
2025
Q4 | $727K | Buy |
2,672
+95
| +4% | +$25.5K | 0.18% | 99 |
|
|
2025
Q3 | $656K | Sell |
2,577
-1,063
| -29% | -$240K | 0.16% | 103 |
|
|
2025
Q2 | $747K | Sell |
3,640
-2,525
| -41% | -$510K | 0.2% | 102 |
|
|
2025
Q1 | $1.37M | Buy |
6,165
+143
| +2% | +$33.1K | 0.45% | 80 |
|
|
2024
Q4 | $1.51M | Buy |
6,022
+2,197
| +57% | +$518K | 0.46% | 78 |
|
|
2024
Q3 | $891K | Buy |
3,825
+3
| +0.1% | +$670 | 0.28% | 93 |
|
|
2024
Q2 | $805K | Sell |
3,822
-2,260
| -37% | -$421K | 0.24% | 95 |
|
|
2024
Q1 | $1.04M | Buy |
6,082
+2,524
| +71% | +$459K | 0.31% | 87 |
|
|
2023
Q4 | $685K | Buy |
3,558
+3
| +0.1% | +$554 | 0.22% | 95 |
|
|
2023
Q3 | $609K | Sell |
3,555
-51
| -1% | -$9.35K | 0.23% | 93 |
|
|
2023
Q2 | $699K | Sell |
3,606
-2,980
| -45% | -$519K | 0.25% | 93 |
|
|
2023
Q1 | $1.09M | Buy |
+6,586
| New | +$972K | 0.4% | 87 |
|
|
2022
Q4 | – | Sell |
-3,516
| Closed | -$486K | – | 81 |
|
|
2022
Q3 | $486K | Buy |
3,516
+1
| +0% | +$157 | 0.23% | 94 |
|
|
2022
Q2 | $481K | Buy |
3,515
+1
| +0% | +$151 | 0.4% | 65 |
|
|
2022
Q1 | $614K | Sell |
3,514
-8,929
| -72% | -$1.5M | 0.4% | 67 |
|
|
2021
Q4 | $2.21M | Sell |
12,443
-2,000
| -14% | -$316K | 1.26% | 33 |
|
|
2021
Q3 | $2.04M | Sell |
14,443
-30
| -0.2% | -$4.42K | 1.27% | 32 |
|
|
2021
Q2 | $1.98M | Sell |
14,473
-1,375
| -9% | -$178K | 1.29% | 33 |
|
|
2021
Q1 | $1.94M | Sell |
15,848
-30,044
| -65% | -$3.86M | 1.33% | 26 |
|
|
2020
Q4 | $6.09M | Sell |
45,892
-16,126
| -26% | -$1.94M | 2.71% | 7 |
|
|
2020
Q3 | $7.18M | Buy |
62,018
+18,874
| +44% | +$2.06M | 3.6% | 6 |
|
|
2020
Q2 | $4.58M | Sell |
43,144
-268
| -0.6% | -$20.8K | 5.84% | 1 |
|
|
2020
Q1 | $2.76M | Buy |
+43,412
| New | +$3.19M | 1.97% | 8 |
|
|
2019
Q3 | $2.23M | Sell |
33,812
-2,024
| -6% | -$106K | 1.32% | 20 |
|
|
2019
Q2 | $1.84M | Buy |
+35,836
| New | +$1.75M | 1.17% | 24 |
|
|
2018
Q4 | $987K | Buy |
25,032
+388
| +2% | +$18.8K | 0.75% | 53 |
|
|
2018
Q3 | $1.39M | Buy |
24,644
+1,760
| +8% | +$91.7K | 0.88% | 43 |
|
|
2018
Q2 | $1.06M | Buy |
22,884
+14,796
| +183% | +$671K | 0.74% | 48 |
|
|
2018
Q1 | $337K | Buy |
8,088
+208
| +3% | +$8.95K | 0.25% | 61 |
|
|
2017
Q4 | $333K | Buy |
+7,880
| New | +$329K | 0.25% | 58 |
|
Other funds holding AAPL
VCM
VPM
SWS Partners's AAPL Position: Q1 2026 in Review
SWS Partners reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $10.9K and leaving 2,630 shares worth $667K. The position accounts for 0.16% of the portfolio, ranked #95.
SWS Partners first reported a position in AAPL in Q4 2017 and has held it in 31 quarters since. The position peaked at $7.18M in Q3 2020. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- SWS Partners held 2,630 shares of Apple worth $667K as of Q1 2026.
- SWS Partners sold 42 Apple shares in Q1 2026, an estimated $10.9K.
- Apple made up 0.16% of SWS Partners's portfolio in Q1 2026, its #95 holding.
- SWS Partners first reported a position in Apple in Q4 2017 and has held it in 31 quarters since.
- SWS Partners's Apple position peaked at $7.18M in Q3 2020.
- 6,079 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.