Ownership history in SWMG, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,613 | -598 | -7.3% | 0.59% | $2.1M | $271.61 |
| 2025 Q3 | ADDED | 8,211 | +1,287 | +18.6% | 0.64% | $2.1M | $254.15 |
| 2025 Q2 | REDUCED | 6,924 | -732 | -9.6% | 0.50% | $1.5M | $204.55 |
| 2025 Q1 | ADDED | 7,656 | +545 | +7.7% | 0.64% | $1.6M | $221.17 |
| 2024 Q4 | REDUCED | 7,111 | -169 | -2.3% | 0.63% | $1.6M | $249.06 |
| 2024 Q3 | ADDED | 7,280 | +5,827 | +401.0% | 0.68% | $1.6M | $231.48 |
| 2024 Q2 | INITIATED | 1,453 | — | — | 0.14% | $306K | — |
As of 2025 Q4 — sorted by position size