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Moneta Group Investment Advisors’s Apple AAPL Stock Holding History

Moneta Group Investment 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
2018
Q1 		– Sell
-20,000
Closed -$846K – 595
2017
Q4 		$846K Buy
+20,000
New +$836K 0.13% 82

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

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.