Monetary Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.4M | Sell |
105,227
-15,775
| -13% | -$4.51M | 6.26% | 2 |
|
|
2026
Q1 | $30.7M | Sell |
121,002
-525
| -0.4% | -$137K | 7.33% | 2 |
|
|
2025
Q4 | $33M | Sell |
121,527
-5,530
| -4% | -$1.48M | 7.64% | 3 |
|
|
2025
Q3 | $32.4M | Sell |
127,057
-5,980
| -4% | -$1.35M | 7.43% | 3 |
|
|
2025
Q2 | $27.3M | Sell |
133,037
-1,965
| -1% | -$397K | 6.72% | 3 |
|
|
2025
Q1 | $30M | Sell |
135,002
-311
| -0.2% | -$72K | 8.1% | 1 |
|
|
2024
Q4 | $33.9M | Sell |
135,313
-2,670
| -2% | -$629K | 8.8% | 1 |
|
|
2024
Q3 | $32.2M | Sell |
137,983
-3,370
| -2% | -$753K | 8.26% | 1 |
|
|
2024
Q2 | $29.8M | Buy |
141,353
+3,455
| +3% | +$644K | 7.87% | 2 |
|
|
2024
Q1 | $23.6M | Sell |
137,898
-1,605
| -1% | -$292K | 6.59% | 2 |
|
|
2023
Q4 | $26.9M | Sell |
139,503
-8,150
| -6% | -$1.5M | 8.38% | 2 |
|
|
2023
Q3 | $25.3M | Sell |
147,653
-8,770
| -6% | -$1.61M | 8.43% | 1 |
|
|
2023
Q2 | $30.3M | Sell |
156,423
-29,750
| -16% | -$5.18M | 9.3% | 1 |
|
|
2023
Q1 | $30.7M | Sell |
186,173
-1,325
| -0.7% | -$196K | 9.03% | 1 |
|
|
2022
Q4 | $24.4M | Sell |
187,498
-3,154
| -2% | -$451K | 7.61% | 1 |
|
|
2022
Q3 | $26.3M | Sell |
190,652
-10,395
| -5% | -$1.63M | 8.68% | 1 |
|
|
2022
Q2 | $27.5M | Sell |
201,047
-4,580
| -2% | -$694K | 8.62% | 1 |
|
|
2022
Q1 | $35.9M | Sell |
205,627
-400
| -0.2% | -$67.3K | 9.51% | 1 |
|
|
2021
Q4 | $36.6M | Sell |
206,027
-5,755
| -3% | -$910K | 9.05% | 1 |
|
|
2021
Q3 | $30M | Buy |
211,782
+11,415
| +6% | +$1.68M | 8.24% | 1 |
|
|
2021
Q2 | $27.4M | Sell |
200,367
-18,875
| -9% | -$2.45M | 8.27% | 1 |
|
|
2021
Q1 | $26.8M | Buy |
219,242
+8,130
| +4% | +$1.04M | 8.42% | 1 |
|
|
2020
Q4 | $28M | Sell |
211,112
-3,500
| -2% | -$421K | 9.23% | 1 |
|
|
2020
Q3 | $24.9M | Sell |
214,612
-36,420
| -15% | -$3.97M | 8.85% | 1 |
|
|
2020
Q2 | $22.9M | Sell |
251,032
-18,900
| -7% | -$1.46M | 8.65% | 2 |
|
|
2020
Q1 | $17.2M | Buy |
269,932
+34,600
| +15% | +$2.54M | 7.59% | 2 |
|
|
2019
Q4 | $17.3M | Sell |
235,332
-10,904
| -4% | -$701K | 6.31% | 2 |
|
|
2019
Q3 | $13.8M | Buy |
246,236
+36,936
| +18% | +$1.93M | 5.22% | 2 |
|
|
2019
Q2 | $10.4M | Sell |
209,300
-784
| -0.4% | -$38.2K | 3.98% | 2 |
|
|
2019
Q1 | $9.98M | Sell |
210,084
-57,040
| -21% | -$2.42M | 3.95% | 2 |
|
|
2018
Q4 | $10.5M | Buy |
267,124
+5,540
| +2% | +$269K | 4.76% | 2 |
|
|
2018
Q3 | $14.8M | Sell |
261,584
-12,400
| -5% | -$646K | 5.64% | 1 |
|
|
2018
Q2 | $12.7M | Sell |
273,984
-1,200
| -0.4% | -$54.4K | 5.17% | 2 |
|
|
2018
Q1 | $11.5M | Sell |
275,184
-21,620
| -7% | -$931K | 4.79% | 2 |
|
|
2017
Q4 | $12.6M | Sell |
296,804
-4,060
| -1% | -$170K | 5.06% | 1 |
|
|
2017
Q3 | $11.6M | Buy |
300,864
+13,300
| +5% | +$516K | 4.89% | 1 |
|
|
2017
Q2 | $10.4M | Sell |
287,564
-600
| -0.2% | -$22.2K | 4.23% | 1 |
|
|
2017
Q1 | $10.3M | Buy |
288,164
+2,972
| +1% | +$97.9K | 4.5% | 1 |
|
|
2016
Q4 | $8.26M | Sell |
285,192
-36,980
| -11% | -$1.05M | 3.82% | 1 |
|
|
2016
Q3 | $9.11M | Sell |
322,172
-9,120
| -3% | -$241K | 4.21% | 1 |
|
|
2016
Q2 | $7.92M | Sell |
331,292
-5,280
| -2% | -$131K | 3.68% | 1 |
|
|
2016
Q1 | $9.17M | Sell |
336,572
-12,360
| -4% | -$308K | 4.46% | 1 |
|
|
2015
Q4 | $9.18M | Sell |
348,932
-3,280
| -0.9% | -$93.7K | 4.4% | 1 |
|
|
2015
Q3 | $9.71M | Buy |
352,212
+3,840
| +1% | +$113K | 4.86% | 1 |
|
|
2015
Q2 | $10.9M | Sell |
348,372
-10,580
| -3% | -$338K | 4.93% | 1 |
|
|
2015
Q1 | $11.2M | Sell |
358,952
-10,620
| -3% | -$321K | 4.93% | 1 |
|
|
2014
Q4 | $10.2M | Buy |
369,572
+21,180
| +6% | +$576K | 4.53% | 1 |
|
|
2014
Q3 | $8.78M | Buy |
348,392
+51,900
| +18% | +$1.27M | 4.07% | 1 |
|
|
2014
Q2 | $6.89M | Sell |
296,492
-59,080
| -17% | -$1.26M | 3.22% | 1 |
|
|
2014
Q1 | $6.82M | Sell |
355,572
-13,440
| -4% | -$256K | 3.17% | 1 |
|
|
2013
Q4 | $7.39M | Sell |
369,012
-2,380
| -0.6% | -$45K | 3.43% | 1 |
|
|
2013
Q3 | $6.32M | Sell |
371,392
-42,420
| -10% | -$703K | 3.32% | 1 |
|
|
2013
Q2 | $5.86M | Buy |
+413,812
| New | +$6.37M | 3.21% | 1 |
|
Other funds holding AAPL
Monetary Management Group's AAPL Position: Q2 2026 in Review
Monetary Management Group reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $4.51M and leaving 105,227 shares worth $30.4M. The position accounts for 6.26% of the portfolio, ranked #2.
Monetary Management Group first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.6M in Q4 2021. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Monetary Management Group held 105,227 shares of Apple worth $30.4M as of Q2 2026.
- Monetary Management Group sold 15,775 Apple shares in Q2 2026, an estimated $4.51M.
- Apple made up 6.26% of Monetary Management Group's portfolio in Q2 2026, its #2 holding.
- Monetary Management Group first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Monetary Management Group's Apple position peaked at $36.6M in Q4 2021.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.