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Apple shares owned by SWM Advisors

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

Historical chart of SWM Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by SWM Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $588k 4.3k 138.16
2022-06-30 $582k 4.3k 136.75
2022-03-31 $743k 4.3k 174.58
2021-12-31 $750k 4.3k 176.22

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Ishares Tr Fltg Rate Nt Etf (FLOT)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
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Tesla Motors (TSLA)
Apple (AAPL)
The Trade Desk Com Cl A (TTD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Catalent (CTLT)
Walker & Dunlop (WD)
MercadoLibre (MELI)

View all positions for SWM Advisors

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple