SEC 13F Intelligence

Security National Trust Co / AAPL

Security National Trust Co’s Apple Inc Position

Does Security National Trust Co own Apple Inc (AAPL)? Yes198.8K shares worth $27M (+6.31% of its 13F portfolio) as of Q3 2021.

Position Value
$27M
Q3 2021
Shares
198.8K
% of Portfolio
+6.31%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ2 ’19Q3 ’19: $12MQ4 ’19: $15MQ4 ’19Q1 ’20: $13MQ2 ’20: $19MQ2 ’20Q3 ’20: $23MQ4 ’20: $27MQ4 ’20Q1 ’21: $25MQ2 ’21: $27MQ2 ’21Q3 ’21: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021198.8K$27M+6.31%
Q2 2021198.8K$27M+6.05%
Q1 2021202.0K$25M+5.80%
Q4 2020206.9K$27M+6.82%
Q3 2020102.3K$23M+6.58%
Q2 202051.6K$19M+5.64%
Q1 202050.9K$13M+4.71%
Q4 201951.9K$15M+4.44%
Q3 201952.2K$12M+3.67%
Q2 201952.4K$10M+3.26%
Q1 201952.6K$10M+3.21%
Q4 201853.2K$8M+3.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Security National Trust Co’s full portfolio or all institutional holders of AAPL.