SEC 13F Intelligence

Mgb Wealth Management, LLC / AAPL

Mgb Wealth Management, LLC’s Apple Inc Position

Does Mgb Wealth Management, LLC own Apple Inc (AAPL)? Yes — 28.4K shares worth $8M (+2.21% of its 13F portfolio) as of Q4 2025, up from 28.2K shares the prior filed quarter.

Position Value
$8M
Q4 2025
Shares
28.4K
% of Portfolio
+2.21%
Quarters Held
8
currently held

Position History AAPL

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $7MQ2 ’24Q3 ’24: $7MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $8MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202528.4K$8M+2.21%
Q3 202528.2K$7M+2.03%
Q2 202528.9K$6M+1.95%
Q1 202531.4K$7M+2.52%
Q4 202431.1K$8M+2.42%
Q3 202428.8K$7M+2.43%
Q2 202431.3K$7M+2.70%
Q1 202431.2K$5M+2.18%

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