SEC 13F Intelligence

M Holdings Securities, Inc. / AAPL

M Holdings Securities, Inc.’s Apple Inc Position

Does M Holdings Securities, Inc. own Apple Inc (AAPL)? Yes434.0K shares worth $117M (+7.93% of its 13F portfolio) as of Q1 2026, down from 446.1K shares the prior filed quarter.

Position Value
$117M
Q1 2026
Shares
434.0K
% of Portfolio
+7.93%
Quarters Held
23
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $13MQ1 ’19Q3 ’19: $12MQ4 ’19: $12MQ1 ’20: $49MQ1 ’20Q2 ’20: $19MQ3 ’20: $25MQ4 ’20: $29MQ4 ’20Q1 ’21: $31MQ2 ’21: $33MQ1 ’22: $40MQ1 ’22Q2 ’22: $30MQ3 ’22: $29MQ4 ’22: $27MQ4 ’22Q1 ’23: $32MQ3 ’23: $26MQ4 ’23: $38MQ4 ’23Q1 ’24: $28MQ2 ’24: $67MQ3 ’24: $32MQ3 ’24Q4 ’24: $16MQ3 ’25: $100MQ4 ’25: $121MQ4 ’25Q1 ’26: $117Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026434.0K$117M+7.93%
Q4 2025446.1K$121M+8.68%
Q3 2025393.5K$100M+21.18%
Q4 2024130.1K$16M+2.63%
Q3 2024136.7K$32M+8.01%
Q2 2024318.8K$67M+8.72%
Q1 2024163.9K$28M+4.73%
Q4 2023195.4K$38M+4.25%
Q3 2023135.7K$26M+5.43%
Q1 2023196.1K$32M+3.34%
Q4 2022209.3K$27M+2.86%
Q3 2022210.7K$29M+3.22%
Q2 2022216.7K$30M+3.00%
Q1 2022231.4K$40M+3.06%
Q2 2021242.3K$33M+3.24%
Q1 2021251.3K$31M+2.80%
Q4 2020219.4K$29M+3.71%
Q3 2020216.3K$25M+4.00%
Q2 202053.1K$19M+3.46%
Q1 2020193.7K$49M+7.29%
Q4 201940.0K$12M+3.44%
Q3 201955.3K$12M+3.80%
Q1 201966.6K$13M+2.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of AAPL.