MHS
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M Holdings Securities’s Apple AAPL Stock Holding History

M Holdings Securities’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-196,140
Closed -$32.3M – 208
2023
Q1 		$32.3M Buy
+196,140
New +$28.9M 3.34% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M Holdings Securities's AAPL Position: Q1 2026 in Review

M Holdings Securities reduced its Apple (AAPL) stake by 2.7% in Q1 2026, selling an estimated $3.14M and leaving 434,012 shares worth $117M. The position accounts for 7.93% of the portfolio, ranked #1.

M Holdings Securities first reported a position in AAPL in Q4 2013 and has held it in 44 quarters since. The position peaked at $121M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • M Holdings Securities held 434,012 shares of Apple worth $117M as of Q1 2026.
  • M Holdings Securities sold 12,052 Apple shares in Q1 2026, an estimated $3.14M.
  • Apple made up 7.93% of M Holdings Securities's portfolio in Q1 2026, its #1 holding.
  • M Holdings Securities first reported a position in Apple in Q4 2013 and has held it in 44 quarters since.
  • M Holdings Securities's Apple position peaked at $121M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.