Moneta Group Investment 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 | $180M | Buy |
709,322
+8,098
| +1% | +$2.11M | 1.35% | 17 |
|
|
2025
Q4 | $191M | Sell |
701,224
-59,448
| -8% | -$16M | 1.44% | 12 |
|
|
2025
Q3 | $194M | Buy |
760,672
+42,604
| +6% | +$9.62M | 1.54% | 13 |
|
|
2025
Q2 | $147M | Buy |
718,068
+91,229
| +15% | +$18.4M | 1.75% | 16 |
|
|
2025
Q1 | $139M | Sell |
626,839
-13,436
| -2% | -$3.11M | 1.92% | 13 |
|
|
2024
Q4 | $160M | Buy |
640,275
+9,297
| +1% | +$2.19M | 2.25% | 11 |
|
|
2024
Q3 | $147M | Buy |
630,978
+6,954
| +1% | +$1.55M | 2.14% | 11 |
|
|
2024
Q2 | $131M | Buy |
624,024
+51,633
| +9% | +$9.63M | 2.1% | 12 |
|
|
2024
Q1 | $98.2M | Buy |
572,391
+73,167
| +15% | +$13.3M | 1.6% | 18 |
|
|
2023
Q4 | $96.1M | Sell |
499,224
-55,386
| -10% | -$10.2M | 1.9% | 13 |
|
|
2023
Q3 | $95M | Buy |
554,610
+1,375
| +0.2% | +$252K | 2.16% | 10 |
|
|
2023
Q2 | $107M | Buy |
553,235
+22,043
| +4% | +$3.84M | 2.38% | 10 |
|
|
2023
Q1 | $87.6M | Buy |
531,192
+88,827
| +20% | +$13.1M | 2.1% | 10 |
|
|
2022
Q4 | $63.8M | Sell |
442,365
-46,173
| -9% | -$6.6M | 1.75% | 12 |
|
|
2022
Q3 | $67.5M | Sell |
488,538
-107,702
| -18% | -$16.9M | 2.57% | 8 |
|
|
2022
Q2 | $81.5M | Buy |
596,240
+201,652
| +51% | +$30.5M | 2.78% | 7 |
|
|
2022
Q1 | $68.9M | Buy |
394,588
+18,669
| +5% | +$3.14M | 2.7% | 7 |
|
|
2021
Q4 | $66.8M | Buy |
375,919
+10,124
| +3% | +$1.6M | 2.71% | 7 |
|
|
2021
Q3 | $51.8M | Sell |
365,795
-1,436
| -0.4% | -$211K | 2.39% | 10 |
|
|
2021
Q2 | $50.3M | Buy |
367,231
+5,184
| +1% | +$672K | 2.32% | 9 |
|
|
2021
Q1 | $44.2M | Buy |
362,047
+117,477
| +48% | +$15.1M | 2.34% | 10 |
|
|
2020
Q4 | $32.5M | Buy |
244,570
+20,660
| +9% | +$2.49M | 2.33% | 10 |
|
|
2020
Q3 | $25.9M | Buy |
223,910
+8,154
| +4% | +$890K | 2.26% | 11 |
|
|
2020
Q2 | $19.7M | Buy |
215,756
+10,276
| +5% | +$796K | 1.87% | 16 |
|
|
2020
Q1 | $13.1M | Buy |
205,480
+4,328
| +2% | +$318K | 1.36% | 23 |
|
|
2019
Q4 | $14.8M | Sell |
201,152
-4,392
| -2% | -$283K | 1.24% | 22 |
|
|
2019
Q3 | $11.5M | Buy |
205,544
+50,028
| +32% | +$2.62M | 1.08% | 23 |
|
|
2019
Q2 | $7.7M | Buy |
155,516
+55,028
| +55% | +$2.68M | 0.76% | 34 |
|
|
2019
Q1 | $4.77M | Sell |
100,488
-16,412
| -14% | -$696K | 0.5% | 40 |
|
|
2018
Q4 | $4.61M | Buy |
116,900
+7,488
| +7% | +$363K | 0.55% | 38 |
|
|
2018
Q3 | $6.17M | Sell |
109,412
-38,132
| -26% | -$1.99M | 0.63% | 28 |
|
|
2018
Q2 | $6.83M | Buy |
147,544
+66,856
| +83% | +$3.03M | 0.76% | 28 |
|
|
2018
Q1 | $3.38M | Buy |
80,688
+11,720
| +17% | +$505K | 0.45% | 35 |
|
|
2017
Q4 | $2.92M | Sell |
68,968
-3,264
| -5% | -$136K | 0.44% | 32 |
|
|
2017
Q3 | $2.78M | Sell |
72,232
-24,024
| -25% | -$932K | 0.43% | 34 |
|
|
2017
Q2 | $3.47M | Buy |
96,256
+53,068
| +123% | +$1.96M | 0.56% | 24 |
|
|
2017
Q1 | $1.55M | Sell |
43,188
-4,748
| -10% | -$156K | 0.31% | 42 |
|
|
2016
Q4 | $1.39M | Buy |
47,936
+20,604
| +75% | +$584K | 0.28% | 45 |
|
|
2016
Q3 | $772K | Sell |
27,332
-1,628
| -6% | -$43.1K | 0.18% | 54 |
|
|
2016
Q2 | $692K | Sell |
28,960
-708
| -2% | -$17.6K | 0.15% | 91 |
|
|
2016
Q1 | $808K | Buy |
29,668
+1,132
| +4% | +$28.2K | 0.18% | 74 |
|
|
2015
Q4 | $751K | Buy |
28,536
+11,448
| +67% | +$327K | 0.18% | 54 |
|
|
2015
Q3 | $471K | Buy |
17,088
+288
| +2% | +$8.45K | 0.13% | 75 |
|
|
2015
Q2 | $527K | Sell |
16,800
-15,660
| -48% | -$501K | 0.16% | 71 |
|
|
2015
Q1 | $1.01M | Buy |
32,460
+4,000
| +14% | +$121K | 0.43% | 35 |
|
|
2014
Q4 | $785K | Buy |
28,460
+736
| +3% | +$20K | 0.38% | 45 |
|
|
2014
Q3 | $698K | Buy |
27,724
+16,944
| +157% | +$416K | 0.36% | 48 |
|
|
2014
Q2 | $250K | Hold |
10,780
| – | – | 0.13% | 118 |
|
|
2014
Q1 | $207K | Hold |
10,780
| – | – | 0.12% | 120 |
|
|
2013
Q4 | $216K | Sell |
10,780
-2,100
| -16% | -$39.7K | 0.13% | 119 |
|
|
2013
Q3 | $219K | Sell |
12,880
-26,600
| -67% | -$441K | 0.14% | 105 |
|
|
2013
Q2 | $559K | Buy |
+39,480
| New | +$607K | 0.39% | 51 |
|
Other funds holding AAPL
VCM
VPM
Moneta Group Investment Advisors's AAPL Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $2.11M and bringing the position to 709,322 shares worth $180M. The position accounts for 1.35% of the portfolio, ranked #17.
Moneta Group Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $194M in Q3 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Moneta Group Investment Advisors held 709,322 shares of Apple worth $180M as of Q1 2026.
- Moneta Group Investment Advisors bought 8,098 Apple shares in Q1 2026, an estimated $2.11M.
- Apple made up 1.35% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #17 holding.
- Moneta Group Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Moneta Group Investment Advisors's Apple position peaked at $194M in Q3 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.