Monaco Asset Management’s Apple AAPL Stock Holding History

Monaco Asset 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	$10.2M	Hold	40,000	–	–	1.87%	15
2025 Q4	$10.9M	Hold	40,000	–	–	1.88%	15
2025 Q3	$10.2M	Hold	40,000	–	–	0.62%	17
2025 Q2	$8.21M	Hold	40,000	–	–	1.44%	17
2025 Q1	$8.89M	Hold	40,000	–	–	1.81%	12
2024 Q4	$10M	Sell	40,000 -20,000	-33%	-$4.71M	1.45%	12
2024 Q3	$14M	Buy	60,000 +50,000	+500%	+$11.2M	2.02%	9
2024 Q2	$2.11M	Hold	10,000	–	–	0.34%	33
2024 Q1	$1.71M	Sell	10,000 -100,000	-91%	-$18.2M	0.51%	33
2023 Q4	$21.2M	Sell	110,000 -60,000	-35%	-$11.1M	6.23%	3
2023 Q3	$29.1M	Sell	170,000 -125,000	-42%	-$22.9M	8.63%	3
2023 Q2	$57.2M	Buy	295,000 +135,000	+84%	+$23.5M	15.97%	1
2023 Q1	$26.4M	Buy	+160,000	New	+$23.6M	8.09%	2
2022 Q2	–	Sell	-25,000	Closed	-$4.37M	–	70
2022 Q1	$4.37M	Buy	+25,000	New	+$4.2M	1.73%	15
2020 Q1	–	Sell	-100,000	Closed	-$7.34M	–	49
2019 Q4	$7.34M	Buy	+100,000	New	+$6.43M	3.29%	10

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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