AAPL — APPLE INC

Ownership history in M&G Plc · 8 quarters on record

This page tracks every 13F SEC filing in which M&G Plc reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.46% (2025 Q4)

Avg. % of fund

0.64%

First filed

2024 Q1

Last filed

2025 Q4

Quarters held

8

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	1,044,982	+93,361	+9.8%	1.46%	$284.2M	$271.61
2025 Q3	ADDED	951,621	+9,954	+1.1%	1.29%	$242.7M	$254.15
2025 Q2	ADDED	941,667	+683,538	+264.8%	1.06%	$193.0M	$204.55
2025 Q1	REDUCED	258,129	-30,984	-10.7%	0.27%	$57.3M	$221.17

% of Fund (quarterly) AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%

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