SEC 13F Intelligence

Mosaic Financial Group, LLC / AAPL

Mosaic Financial Group, LLC’s Apple Inc Position

Does Mosaic Financial Group, LLC own Apple Inc (AAPL)? Yes — 18.7K shares worth $5M (+3.36% of its 13F portfolio) as of Q1 2026, down from 19.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.7K
% of Portfolio
+3.36%
Quarters Held
9
currently held

Position History AAPL

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.7K$5M+3.36%
Q4 202519.2K$5M+3.56%
Q3 202519.5K$5M+3.54%
Q2 202519.6K$4M+3.08%
Q1 202519.2K$4M+3.46%
Q4 202420.4K$5M+3.66%
Q3 202421.4K$5M+3.55%
Q2 202423.7K$5M+3.59%
Q1 202422.4K$4M+3.07%

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