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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M Holdings Securities's AAPL Position: Q2 2026 in Review

M Holdings Securities sold out of Apple (AAPL) in Q2 2026, closing a stake of 434,012 shares — an estimated $117M sold.

M Holdings Securities first reported a position in AAPL in Q4 2013 and held it in 44 quarters. The position peaked at $121M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

M Holdings Securities reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 434,012 Apple shares in Q2 2026, an estimated $117M.
M Holdings Securities first reported a position in Apple in Q4 2013 and held it in 44 quarters.
M Holdings Securities's Apple position peaked at $121M in Q4 2025.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.