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Momentous Wealth Management’s Apple AAPL Stock Holding History

Momentous Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.99M Sell
11,783
-512
-4% -$133K 1.71% 9
2025
Q4 		$3.34M Buy
12,295
+695
+6% +$187K 1.9% 8
2025
Q3 		$2.95M Sell
11,600
-929
-7% -$210K 1.87% 10
2025
Q2 		$2.57M Sell
12,529
-366
-3% -$73.9K 1.66% 10
2025
Q1 		$2.86M Buy
12,895
+1,200
+10% +$278K 2.03% 9
2024
Q4 		$2.93M Buy
+11,695
New +$2.76M 2.43% 9

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Momentous Wealth Management's AAPL Position: Q1 2026 in Review

Momentous Wealth Management reduced its Apple (AAPL) stake by 4.2% in Q1 2026, selling an estimated $133K and leaving 11,783 shares worth $2.99M. The position accounts for 1.71% of the portfolio, ranked #9.

Momentous Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.34M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Momentous Wealth Management held 11,783 shares of Apple worth $2.99M as of Q1 2026.
  • Momentous Wealth Management sold 512 Apple shares in Q1 2026, an estimated $133K.
  • Apple made up 1.71% of Momentous Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Momentous Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Apple position peaked at $3.34M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.