Monarch Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Sell |
58,407
-1,403
| -2% | -$401K | 3.87% | 2 |
|
|
2026
Q1 | $15.2M | Sell |
59,810
-2,953
| -5% | -$769K | 3.71% | 2 |
|
|
2025
Q4 | $17.1M | Sell |
62,763
-2,304
| -4% | -$619K | 4.19% | 2 |
|
|
2025
Q3 | $16.6M | Sell |
65,067
-1,900
| -3% | -$429K | 4.06% | 2 |
|
|
2025
Q2 | $13.7M | Buy |
66,967
+2,920
| +5% | +$590K | 3.69% | 2 |
|
|
2025
Q1 | $14.2M | Sell |
64,047
-1,802
| -3% | -$417K | 3.95% | 2 |
|
|
2024
Q4 | $16.5M | Buy |
65,849
+259
| +0.4% | +$61K | 4.52% | 2 |
|
|
2024
Q3 | $15.3M | Buy |
65,590
+593
| +0.9% | +$132K | 4.11% | 2 |
|
|
2024
Q2 | $13.7M | Sell |
64,997
-1,969
| -3% | -$367K | 4.02% | 3 |
|
|
2024
Q1 | $11.5M | Sell |
66,966
-31
| -0% | -$5.64K | 3.24% | 4 |
|
|
2023
Q4 | $12.9M | Sell |
66,997
-2,492
| -4% | -$460K | 3.91% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
69,489
-933
| -1% | -$171K | 3.82% | 3 |
|
|
2023
Q2 | $13.7M | Sell |
70,422
-2,415
| -3% | -$421K | 4.14% | 3 |
|
|
2023
Q1 | $12M | Sell |
72,837
-1,081
| -1% | -$160K | 3.69% | 3 |
|
|
2022
Q4 | $9.6M | Sell |
73,918
-7,510
| -9% | -$1.07M | 2.95% | 8 |
|
|
2022
Q3 | $11.3M | Sell |
81,428
-2,455
| -3% | -$385K | 3.67% | 4 |
|
|
2022
Q2 | $11.5M | Sell |
83,883
-678
| -0.8% | -$103K | 3.42% | 4 |
|
|
2022
Q1 | $14.8M | Sell |
84,561
-1,605
| -2% | -$270K | 3.91% | 2 |
|
|
2021
Q4 | $15.3M | Buy |
86,166
+1,268
| +1% | +$200K | 3.92% | 3 |
|
|
2021
Q3 | $12M | Buy |
84,898
+5,511
| +7% | +$811K | 3.34% | 4 |
|
|
2021
Q2 | $10.9M | Sell |
79,387
-99
| -0.1% | -$12.8K | 3.11% | 5 |
|
|
2021
Q1 | $9.71M | Sell |
79,486
-440
| -0.6% | -$56.5K | 2.88% | 8 |
|
|
2020
Q4 | $10.6M | Sell |
79,926
-3,251
| -4% | -$391K | 3.34% | 4 |
|
|
2020
Q3 | $9.63M | Sell |
83,177
-3,975
| -5% | -$434K | 3.35% | 6 |
|
|
2020
Q2 | $7.95M | Sell |
87,152
-3,572
| -4% | -$277K | 2.9% | 8 |
|
|
2020
Q1 | $5.77M | Sell |
90,724
-180
| -0.2% | -$13.2K | 2.35% | 17 |
|
|
2019
Q4 | $6.67M | Buy |
90,904
+520
| +0.6% | +$33.5K | 2.18% | 18 |
|
|
2019
Q3 | $5.06M | Buy |
90,384
+632
| +0.7% | +$33K | 1.77% | 24 |
|
|
2019
Q2 | $4.44M | Buy |
89,752
+120
| +0.1% | +$5.85K | 1.59% | 27 |
|
|
2019
Q1 | $4.26M | Buy |
89,632
+1,900
| +2% | +$80.6K | 1.54% | 28 |
|
|
2018
Q4 | $3.46M | Buy |
87,732
+6,000
| +7% | +$291K | 1.4% | 28 |
|
|
2018
Q3 | $4.61M | Sell |
81,732
-1,632
| -2% | -$85K | 1.67% | 27 |
|
|
2018
Q2 | $3.86M | Buy |
83,364
+1,216
| +1% | +$55.1K | 1.48% | 29 |
|
|
2018
Q1 | $3.45M | Buy |
82,148
+5,640
| +7% | +$243K | 1.33% | 34 |
|
|
2017
Q4 | $3.24M | Sell |
76,508
-5,036
| -6% | -$210K | 1.2% | 35 |
|
|
2017
Q3 | $3.14M | Sell |
81,544
-460
| -0.6% | -$17.8K | 1.17% | 36 |
|
|
2017
Q2 | $2.95M | Sell |
82,004
-1,408
| -2% | -$52.1K | 1.12% | 36 |
|
|
2017
Q1 | $3M | Buy |
83,412
+188
| +0.2% | +$6.19K | 1.1% | 38 |
|
|
2016
Q4 | $2.41M | Buy |
83,224
+22,140
| +36% | +$628K | 0.9% | 41 |
|
|
2016
Q3 | $1.73M | Buy |
61,084
+44,480
| +268% | +$1.18M | 0.65% | 47 |
|
|
2016
Q2 | $397K | Buy |
16,604
+1,400
| +9% | +$34.8K | 0.15% | 77 |
|
|
2016
Q1 | $414K | Buy |
15,204
+3,956
| +35% | +$98.6K | 0.15% | 79 |
|
|
2015
Q4 | $296K | Hold |
11,248
| – | – | 0.11% | 84 |
|
|
2015
Q3 | $310K | Buy |
11,248
+588
| +6% | +$17.2K | 0.13% | 84 |
|
|
2015
Q2 | $334K | Buy |
10,660
+400
| +4% | +$12.8K | 0.13% | 83 |
|
|
2015
Q1 | $319K | Buy |
10,260
+20
| +0.2% | +$604 | 0.12% | 83 |
|
|
2014
Q4 | $283K | Sell |
10,240
-1,380
| -12% | -$37.5K | 0.11% | 85 |
|
|
2014
Q3 | $293K | Buy |
+11,620
| New | +$285K | 0.12% | 83 |
|
Other funds holding AAPL
Monarch Capital Management's AAPL Position: Q2 2026 in Review
Monarch Capital Management reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $401K and leaving 58,407 shares worth $16.9M. The position accounts for 3.87% of the portfolio, ranked #2.
Monarch Capital Management first reported a position in AAPL in Q3 2014 and has held it in 48 quarters since. The position peaked at $17.1M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Monarch Capital Management held 58,407 shares of Apple worth $16.9M as of Q2 2026.
- Monarch Capital Management sold 1,403 Apple shares in Q2 2026, an estimated $401K.
- Apple made up 3.87% of Monarch Capital Management's portfolio in Q2 2026, its #2 holding.
- Monarch Capital Management first reported a position in Apple in Q3 2014 and has held it in 48 quarters since.
- Monarch Capital Management's Apple position peaked at $17.1M in Q4 2025.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.