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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
Q2 		$3.45M Buy
11,934
+151
+1% +$43.2K 1.77% 8
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Momentous Wealth Management's AAPL Position: Q2 2026 in Review

Momentous Wealth Management increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $43.2K and bringing the position to 11,934 shares worth $3.45M. The position accounts for 1.77% of the portfolio, ranked #8.

Momentous Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Momentous Wealth Management held 11,934 shares of Apple worth $3.45M as of Q2 2026.
  • Momentous Wealth Management bought 151 Apple shares in Q2 2026, an estimated $43.2K.
  • Apple made up 1.77% of Momentous Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Momentous Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.