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Apple shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 42k 233.00
2024-06-30 $8.9M 42k 210.62
2024-03-31 $7.3M 43k 171.48
2023-12-31 $6.6M 35k 192.53

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

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