SEC 13F Intelligence

Mfa Wealth Services / AAPL

Mfa Wealth Services’s Apple Inc Position

Does Mfa Wealth Services own Apple Inc (AAPL)? Yes — 10.8K shares worth $3M (+1.81% of its 13F portfolio) as of Q1 2026, down from 10.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.8K
% of Portfolio
+1.81%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.8K$3M+1.81%
Q4 202510.8K$3M+1.99%
Q3 202511.4K$3M+2.00%
Q2 202511.5K$2M+1.77%
Q1 202511.8K$3M+2.15%
Q4 202412.7K$3M+2.56%

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