Apple Inc. $AAPL Shares Sold by SWP Financial LLC

Institutional investor reduces stake in tech giant

Mar. 3, 2026 at 7:31am

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SWP Financial LLC, an investment management firm, lowered its stake in Apple Inc. (NASDAQ:AAPL) by 5.6% during the third quarter of 2026, according to a recent SEC filing. The firm now owns 38,903 shares of the iPhone maker's stock, valued at $9,906,000.

Why it matters

Apple is one of the most widely held and closely watched stocks among institutional investors. Changes in ownership by major investors can provide insights into market sentiment and potential future performance of the stock.

The details

According to the 13F filing, SWP Financial LLC sold 2,307 shares of Apple stock during the third quarter. The firm now holds a 5.0% position in Apple as part of its $198 million investment portfolio. Apple remains the 7th largest holding for SWP Financial LLC.

  • SWP Financial LLC filed the 13F report for the 3rd quarter of 2026.

The players

SWP Financial LLC

An investment management firm that owns a portfolio of stocks, including a significant position in Apple Inc.

Apple Inc.

A multinational technology company that designs, develops, and sells consumer electronics, software, and services, including the iPhone, iPad, Mac, and other popular products.

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The takeaway

The reduction in SWP Financial LLC's Apple stake, while relatively small, could signal a broader shift in institutional investor sentiment towards the tech giant. However, Apple remains a top holding for many major investors, underscoring its continued importance in the market.