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MONECO Advisors’s Apple AAPL Stock Holding History

MONECO Advisors’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
2020
Q4 		– Sell
-2,400
Closed -$1K – 187
2020
Q3 		$1K Sell
2,400
-6,800
-74% -$742K ﹤0.01% 161
2020
Q2 		$4K Buy
9,200
+2,400
+35% +$186K ﹤0.01% 140
2020
Q1 		$11K Hold
6,800
– – 0.01% 118
2019
Q4 		$1K Buy
+6,800
New +$437K ﹤0.01% 149

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

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.