SEC 13F Intelligence

Mattson Financial Services, LLC / AAPL

Mattson Financial Services, LLC’s Apple Inc Position

Does Mattson Financial Services, LLC own Apple Inc (AAPL)? Yes — 40.0K shares worth $10M (+2.42% of its 13F portfolio) as of Q1 2026, down from 41.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
40.0K
% of Portfolio
+2.42%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q3 ’24: $7MQ3 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.0K$10M+2.42%
Q4 202541.2K$11M+2.61%
Q3 202541.3K$11M+2.51%
Q2 202540.3K$8M+2.23%
Q1 202537.2K$8M+2.48%
Q3 202434.8K$7M+2.63%

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