Bsw Wealth Partners’s Apple Inc Position
Does Bsw Wealth Partners own Apple Inc (AAPL)? Yes — 110.8K shares worth $28M (+3.43% of its 13F portfolio) as of Q1 2026, up from 96.8K shares the prior filed quarter.
Position Value
$28M
Q1 2026
Shares
110.8K
% of Portfolio
+3.43%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 110.8K | $28M | +3.43% |
| Q4 2025 | 96.8K | $26M | +3.16% |
| Q3 2025 | 97.4K | $25M | +3.09% |
| Q2 2025 | 96.9K | $20M | +2.72% |
| Q1 2025 | 101.0K | $22M | +3.41% |
| Q4 2024 | 110.2K | $28M | +4.05% |
| Q3 2024 | 102.8K | $24M | +3.59% |
| Q2 2024 | 100.7K | $21M | +3.48% |
| Q1 2024 | 102.5K | $18M | +2.98% |
| Q4 2023 | 99.3K | $19M | +3.79% |
| Q3 2023 | 99.3K | $17M | +3.78% |
| Q2 2023 | 93.7K | $18M | +3.79% |
| Q1 2023 | 97.4K | $16M | +3.29% |
| Q4 2022 | 102.6K | $13,331 | +2.86% |
| Q3 2022 | 103.2K | $14M | +3.50% |
| Q2 2022 | 103.9K | $14M | +3.41% |
| Q1 2022 | 101.7K | $18M | +4.49% |
| Q4 2021 | 100.6K | $18M | +4.49% |
| Q3 2021 | 87.3K | $12M | +3.45% |
| Q2 2021 | 135.1K | $18M | +5.09% |
| Q1 2021 | 133.9K | $16M | +4.72% |
| Q4 2020 | 128.0K | $17M | +5.22% |
| Q3 2020 | 73.5K | $9M | +3.19% |
| Q2 2020 | 14.1K | $5M | +1.72% |
| Q1 2020 | 13.1K | $3M | +1.39% |
| Q4 2019 | 13.5K | $4M | +1.35% |
| Q2 2019 | 13.1K | $3M | +0.98% |
| Q1 2019 | 10.1K | $2M | +0.76% |
| Q4 2018 | 11.1K | $2M | +0.66% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bsw Wealth Partners’s full portfolio or all institutional holders of AAPL.