Security National Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.1M | Sell |
111,008
-567
| -0.5% | -$162K | 3.83% | 4 |
|
|
2026
Q1 | $28.3M | Sell |
111,575
-821
| -0.7% | -$214K | 4.12% | 4 |
|
|
2025
Q4 | $30.6M | Buy |
112,396
+227
| +0.2% | +$60.9K | 4.38% | 4 |
|
|
2025
Q3 | $28.6M | Buy |
112,169
+1,311
| +1% | +$296K | 4.37% | 4 |
|
|
2025
Q2 | $22.7M | Sell |
110,858
-5,780
| -5% | -$1.17M | 3.94% | 5 |
|
|
2025
Q1 | $25.9M | Sell |
116,638
-795
| -0.7% | -$184K | 4.89% | 4 |
|
|
2024
Q4 | $29.4M | Sell |
117,433
-2,752
| -2% | -$649K | 4.2% | 5 |
|
|
2024
Q3 | $28M | Sell |
120,185
-705
| -0.6% | -$157K | 3.8% | 6 |
|
|
2024
Q2 | $25.5M | Sell |
120,890
-1,437
| -1% | -$268K | 3.7% | 6 |
|
|
2024
Q1 | $21M | Sell |
122,327
-1,921
| -2% | -$349K | 3.18% | 7 |
|
|
2023
Q4 | $23.9M | Buy |
124,248
+1,645
| +1% | +$304K | 5.4% | 3 |
|
|
2023
Q3 | $20.9M | Sell |
122,603
-4,039
| -3% | -$741K | 5.87% | 3 |
|
|
2023
Q2 | $24.6M | Sell |
126,642
-4,796
| -4% | -$836K | 6.26% | 2 |
|
|
2023
Q1 | $21.7M | Sell |
131,438
-7,037
| -5% | -$1.04M | 5.78% | 2 |
|
|
2022
Q4 | $18M | Buy |
138,475
+25
| +0% | +$3.57K | 4.85% | 2 |
|
|
2022
Q3 | $19.1M | Sell |
138,450
-1,581
| -1% | -$248K | 5.34% | 1 |
|
|
2022
Q2 | $19.1M | Sell |
140,031
-4,137
| -3% | -$627K | 5.32% | 2 |
|
|
2022
Q1 | $25.2M | Sell |
144,168
-13,530
| -9% | -$2.28M | 5.76% | 3 |
|
|
2021
Q4 | $28M | Sell |
157,698
-3,297
| -2% | -$521K | 6.34% | 2 |
|
|
2021
Q3 | $22.8M | Buy |
160,995
+13,106
| +9% | +$1.93M | 5.71% | 2 |
|
|
2021
Q2 | $20.3M | Sell |
147,889
-1,942
| -1% | -$252K | 5.33% | 3 |
|
|
2021
Q1 | $18.3M | Buy |
149,831
+9,262
| +7% | +$1.19M | 5.38% | 1 |
|
|
2020
Q4 | $18.7M | Sell |
140,569
-7,110
| -5% | -$855K | 5.93% | 1 |
|
|
2020
Q3 | $17.1M | Sell |
147,679
-2,833
| -2% | -$309K | 5.96% | 2 |
|
|
2020
Q2 | $13.7M | Buy |
150,512
+348
| +0.2% | +$27K | 5.67% | 2 |
|
|
2020
Q1 | $9.55M | Buy |
150,164
+1,080
| +0.7% | +$79.4K | 5.01% | 3 |
|
|
2019
Q4 | $10.9M | Sell |
149,084
-181,668
| -55% | -$11.7M | 4.88% | 2 |
|
|
2019
Q3 | $18.5M | Buy |
330,752
+1,432
| +0.4% | +$74.9K | 8.74% | 1 |
|
|
2019
Q2 | $16.3M | Buy |
329,320
+1,856
| +0.6% | +$90.4K | 8.05% | 1 |
|
|
2019
Q1 | $15.6M | Buy |
327,464
+9,668
| +3% | +$410K | 8.07% | 1 |
|
|
2018
Q4 | $12.5M | Buy |
317,796
+16,856
| +6% | +$817K | 7.82% | 2 |
|
|
2018
Q3 | $17M | Buy |
300,940
+6,316
| +2% | +$329K | 9.39% | 1 |
|
|
2018
Q2 | $13.6M | Sell |
294,624
-1,080
| -0.4% | -$49K | 8.67% | 1 |
|
|
2018
Q1 | $12.4M | Sell |
295,704
-9,400
| -3% | -$405K | 8.3% | 1 |
|
|
2017
Q4 | $12.9M | Sell |
305,104
-1,528
| -0.5% | -$63.9K | 8.39% | 1 |
|
|
2017
Q3 | $11.8M | Sell |
306,632
-1,912
| -0.6% | -$74.2K | 8.09% | 1 |
|
|
2017
Q2 | $11.1M | Buy |
308,544
+1,072
| +0.3% | +$39.6K | 8.09% | 1 |
|
|
2017
Q1 | $11M | Buy |
+307,472
| New | +$10.1M | 8.27% | 1 |
|
Other funds holding AAPL
Security National Bank's AAPL Position: Q2 2026 in Review
Security National Bank reduced its Apple (AAPL) stake by 0.51% in Q2 2026, selling an estimated $162K and leaving 111,008 shares worth $32.1M. The position accounts for 3.83% of the portfolio, ranked #4.
Security National Bank first reported a position in AAPL in Q1 2017 and has held it in 38 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Security National Bank held 111,008 shares of Apple worth $32.1M as of Q2 2026.
- Security National Bank sold 567 Apple shares in Q2 2026, an estimated $162K.
- Apple made up 3.83% of Security National Bank's portfolio in Q2 2026, its #4 holding.
- Security National Bank first reported a position in Apple in Q1 2017 and has held it in 38 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.