BSW Wealth Partners

Position in AAPL — Apple Inc.

CIK 1512601 BOULDER, CO

Position in AAPL

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$28,116,125

+$1,798,174 QoQ

Shares Held

110,785

+14.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

9.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

BSW Wealth Partners holds $28,823,603 across 3 Consumer Electronics names. AAPL ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	110,785	$28,116,125
2	SONY	Sony Group Corp	26,178	$541,884
3	LPL	LG Display Co., Ltd.	42,679	$165,594

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,116,125	110,785	+14.4%	Shares	Sole	2026-04-14
2025-12-31	$26,317,951	96,807	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$24,803,762	97,411	+0.6%	Shares	Sole	2025-10-15
2025-06-30	$19,874,817	96,870	-4.1%	Shares	Sole	2025-07-18
2025-03-31	$22,440,238	101,023	-8.3%	Shares	Sole	2025-04-24
2024-12-31	$27,589,021	110,171	+7.2%	Shares	Sole	2025-01-22
2024-09-30	$23,951,934	102,798	+2.1%	Shares	Sole	2024-10-29
2024-06-30	$21,201,851	100,664	-1.8%	Shares	Sole	2024-07-16
2024-03-31	$17,584,759	102,547	+3.3%	Shares	Sole	2024-04-23
2023-12-31	$19,114,763	99,282	-0.0%	Shares	Sole	2024-01-25
2023-09-30	$17,005,604	99,326	+6.0%	Shares	Sole	2023-10-27
2023-06-30	$18,177,316	93,712	-3.8%	Shares	Sole	2023-08-11
2023-03-31	$16,058,786	97,385	-5.1%	Shares	Sole	2023-05-15
2022-12-31	$13,331,467	102,605	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$14,261,963	103,198	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$14,211,360	103,945	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$17,763,249	101,731	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$17,870,289	100,638	+15.3%	Shares	Sole	2022-02-14
2021-09-30	$12,352,808	87,299	-35.4%	Shares	Sole	2021-11-15
2021-06-30	$18,497,817	135,060	+0.9%	Shares	Sole	2021-08-16
2021-03-31	$16,354,052	133,885	+4.6%	Shares	Sole	2021-05-17
2020-12-31	$16,979,145	127,961	+74.2%	Shares	Sole	2021-02-16
2020-09-30	$8,507,055	73,457	+421.6%	Shares	Sole	2020-11-13
2020-06-30	$1,284,369	14,083	+7.4%	Shares	Sole	2020-08-13
2020-03-31	$833,944	13,118	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.