MONECO Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34M | Buy |
133,792
+3,144
| +2% | +$818K | 2.63% | 5 |
|
|
2025
Q4 | $35.5M | Buy |
130,648
+11,934
| +10% | +$3.2M | 2.82% | 5 |
|
|
2025
Q3 | $30.2M | Buy |
118,714
+1,428
| +1% | +$323K | 2.52% | 5 |
|
|
2025
Q2 | $24.1M | Buy |
117,286
+3,165
| +3% | +$639K | 2.24% | 6 |
|
|
2025
Q1 | $25.3M | Buy |
114,121
+2,522
| +2% | +$584K | 2.62% | 3 |
|
|
2024
Q4 | $27.9M | Buy |
111,599
+9,454
| +9% | +$2.23M | 2.95% | 2 |
|
|
2024
Q3 | $23.8M | Sell |
102,145
-13,984
| -12% | -$3.12M | 2.96% | 1 |
|
|
2024
Q2 | $24.5M | Buy |
116,129
+15,320
| +15% | +$2.86M | 3.59% | 1 |
|
|
2024
Q1 | $17.3M | Sell |
100,809
-1,896
| -2% | -$345K | 2.74% | 3 |
|
|
2023
Q4 | $19.8M | Buy |
102,705
+7,849
| +8% | +$1.45M | 3.77% | 1 |
|
|
2023
Q3 | $16.2M | Buy |
94,856
+2,671
| +3% | +$490K | 4.41% | 1 |
|
|
2023
Q2 | $17.9M | Sell |
92,185
-2,669
| -3% | -$465K | 4.87% | 1 |
|
|
2023
Q1 | $15.6M | Buy |
94,854
+3,848
| +4% | +$568K | 4.6% | 1 |
|
|
2022
Q4 | $11.8M | Sell |
91,006
-659
| -0.7% | -$94.2K | 4.27% | 1 |
|
|
2022
Q3 | $12.7M | Sell |
91,665
-587
| -0.6% | -$92.1K | 5.07% | 1 |
|
|
2022
Q2 | $12.6M | Buy |
92,252
+1,344
| +1% | +$204K | 4.9% | 1 |
|
|
2022
Q1 | $15.9M | Buy |
90,908
+730
| +0.8% | +$123K | 5.83% | 1 |
|
|
2021
Q4 | $15.6M | Buy |
90,178
+718
| +0.8% | +$113K | 5.86% | 1 |
|
|
2021
Q3 | $12.7M | Buy |
89,460
+6,911
| +8% | +$1.02M | 4.99% | 2 |
|
|
2021
Q2 | $11.3M | Sell |
82,549
-17
| -0% | -$2.2K | 5.2% | 2 |
|
|
2021
Q1 | $10.1M | Buy |
82,566
+4,022
| +5% | +$516K | 4.9% | 2 |
|
|
2020
Q4 | $10.3M | Buy |
78,544
+163
| +0.2% | +$19.6K | 5.67% | 2 |
|
|
2020
Q3 | $9.08M | Sell |
78,381
-2,747
| -3% | -$300K | 5.79% | 3 |
|
|
2020
Q2 | $7.4M | Buy |
81,128
+9,604
| +13% | +$744K | 5.79% | 3 |
|
|
2020
Q1 | $4.55M | Sell |
71,524
-6,128
| -8% | -$451K | 4.65% | 4 |
|
|
2019
Q4 | $6.19M | Sell |
77,652
-1,344
| -2% | -$86.5K | 4.4% | 3 |
|
|
2019
Q3 | $4.42M | Buy |
78,996
+368
| +0.5% | +$19.2K | 3.44% | 6 |
|
|
2019
Q2 | $3.89M | Sell |
78,628
-9,488
| -11% | -$462K | 3.13% | 8 |
|
|
2019
Q1 | $4.18M | Buy |
88,116
+7,952
| +10% | +$337K | 3.39% | 6 |
|
|
2018
Q4 | $3.16M | Buy |
+80,164
| New | +$3.89M | 3.68% | 8 |
|
Other funds holding AAPL
VCM
VPM
MONECO Advisors's AAPL Position: Q1 2026 in Review
MONECO Advisors increased its Apple (AAPL) stake by 2.4% in Q1 2026, buying an estimated $818K and bringing the position to 133,792 shares worth $34M. The position accounts for 2.63% of the portfolio, ranked #5.
MONECO Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $35.5M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- MONECO Advisors held 133,792 shares of Apple worth $34M as of Q1 2026.
- MONECO Advisors bought 3,144 Apple shares in Q1 2026, an estimated $818K.
- Apple made up 2.63% of MONECO Advisors's portfolio in Q1 2026, its #5 holding.
- MONECO Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- MONECO Advisors's Apple position peaked at $35.5M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.