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BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

AAPL holding history

Apple Inc. in every 13F filed by BSW Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
110,137
Value
$31.9M
% of portfolio
3.5%
Quarters held
22
Since Q1 2021
Holdings of AAPL by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026110,137$31.9M3.5%−648−0.6%ReducedHolders
Q1 2026110,785$28.1M3.4%+13,978+14.4%AddedHolders
Q4 202596,807$26.3M3.2%−604−0.6%ReducedHolders
Q3 202597,411$24.8M3.1%+541+0.6%AddedHolders
Q2 202596,870$19.9M2.7%−4,153−4.1%ReducedHolders
Q1 2025101,023$22.4M3.4%−9,148−8.3%ReducedHolders
Q4 2024110,171$27.6M4.0%+7,373+7.2%AddedHolders
Q3 2024102,798$24.0M3.6%+2,134+2.1%AddedHolders
Q2 2024100,664$21.2M3.5%−1,883−1.8%ReducedHolders
Q1 2024102,547$17.6M3.0%+3,265+3.3%AddedHolders
Q4 202399,282$19.1M3.8%−440.0%ReducedHolders
Q3 202399,326$17.0M3.8%+5,614+6.0%AddedHolders
Q2 202393,712$18.2M3.8%−3,673−3.8%ReducedHolders
Q1 202397,385$16.1M3.3%−5,220−5.1%ReducedHolders
Q4 2022102,605$13.3M2.9%−593−0.6%ReducedHolders
Q3 2022103,198$14.3M3.5%−747−0.7%ReducedHolders
Q2 2022103,945$14.2M3.4%+2,214+2.2%AddedHolders
Q1 2022101,731$17.8M4.5%+1,093+1.1%AddedHolders
Q4 2021100,638$17.9M4.5%+13,339+15.3%AddedHolders
Q3 202187,299$12.4M3.5%−47,761−35.4%ReducedHolders
Q2 2021135,060$18.5M5.1%+1,175+0.9%AddedHolders
Q1 2021133,885$16.4M4.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.