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Apple shares owned by SWAN Capital

Quarter-by-quarter ownership of Apple (AAPL) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 12k 233.00
2024-06-30 $2.6M 12k 210.62
2024-03-31 $2.1M 12k 171.48
2023-09-30 $2.2M 13k 171.21
2023-03-31 $347k 2.1k 164.90

More positions owned by SWAN Capital

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for SWAN Capital

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple