AAPL APPLE INC

Ownership history in Security Financial Services, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. 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
2.24% (2023 Q2)
Avg. % of fund
1.91%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,739 +174 +0.4% 1.87% $11.9M $271.61
2025 Q3 ADDED 43,565 +538 +1.3% 1.79% $11.1M $254.15
2025 Q2 ADDED 43,027 +172 +0.4% 1.56% $8.8M $204.55
2025 Q1 ADDED 42,855 +129 +0.3% 1.89% $9.5M $221.17
2024 Q4 ADDED 42,726 +163 +0.4% 2.18% $10.7M $249.06
2024 Q3 ADDED 42,563 +244 +0.6% 2.02% $9.9M $231.48
2024 Q2 ADDED 42,319 +101 +0.2% 1.94% $8.9M $209.00
2024 Q1 ADDED 42,218 +229 +0.5% 1.63% $7.2M $169.93
2023 Q4 ADDED 41,989 +34 +0.1% 1.98% $8.1M $190.55
2023 Q3 ADDED 41,955 +1,268 +3.1% 2.03% $7.2M $169.23
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to Security Financial Services, INC. Holdings