SFS
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Security Financial Services’s Apple AAPL Stock Holding History

Security Financial Services’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
2026
Q2 		$13.2M Buy
45,484
+843
+2% +$241K 1.83% 12
2026
Q1 		$11.3M Buy
44,641
+902
+2% +$235K 1.79% 13
2025
Q4 		$11.9M Buy
43,739
+174
+0.4% +$46.7K 1.87% 14
2025
Q3 		$11.1M Buy
43,565
+538
+1% +$122K 1.79% 18
2025
Q2 		$8.83M Buy
43,027
+172
+0.4% +$34.7K 1.56% 21
2025
Q1 		$9.52M Buy
42,855
+129
+0.3% +$29.9K 1.89% 16
2024
Q4 		$10.7M Buy
42,726
+163
+0.4% +$38.4K 2.18% 12
2024
Q3 		$9.92M Buy
42,563
+244
+0.6% +$54.5K 2.02% 16
2024
Q2 		$8.91M Buy
42,319
+101
+0.2% +$18.8K 1.94% 15
2024
Q1 		$7.24M Buy
42,218
+229
+0.5% +$41.6K 1.63% 18
2023
Q4 		$8.08M Buy
41,989
+34
+0.1% +$6.28K 1.98% 12
2023
Q3 		$7.18M Buy
41,955
+1,268
+3% +$233K 2.03% 12
2023
Q2 		$7.89M Buy
40,687
+2,444
+6% +$426K 2.24% 11
2023
Q1 		$6.31M Sell
38,243
-65
-0.2% -$9.59K 1.92% 15
2022
Q4 		$4.98M Buy
38,308
+144
+0.4% +$20.6K 1.54% 19
2022
Q3 		$5.27M Buy
38,164
+271
+0.7% +$42.5K 1.8% 15
2022
Q2 		$5.18M Hold
37,893
– – 1.65% 13
2022
Q1 		$6.62M Buy
37,893
+143
+0.4% +$24K 2.1% 9
2021
Q4 		$6.7M Buy
+37,750
New +$5.97M 2.24% 9

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return