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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MONECO Advisors's AAPL Position: Q2 2026 in Review

MONECO Advisors increased its Apple (AAPL) stake by 23% in Q2 2026, buying an estimated $8.93M and bringing the position to 165,022 shares worth $47.8M. The position accounts for 2.92% of the portfolio, ranked #4.

MONECO Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

MONECO Advisors held 165,022 shares of Apple worth $47.8M as of Q2 2026.
MONECO Advisors bought 31,230 Apple shares in Q2 2026, an estimated $8.93M.
Apple made up 2.92% of MONECO Advisors's portfolio in Q2 2026, its #4 holding.
MONECO Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.