MS
AAPL icon

Monetary Solutions’s Apple AAPL Stock Holding History

Monetary Solutions’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
2026
Q2 		$4.48M Sell
15,482
-1,432
-8% -$410K 3.86% 7
2026
Q1 		$4.29M Sell
16,914
-35
-0.2% -$9.11K 4.15% 6
2025
Q4 		$4.61M Buy
+16,949
New +$4.55M 4.54% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Monetary Solutions's AAPL Position: Q2 2026 in Review

Monetary Solutions reduced its Apple (AAPL) stake by 8.5% in Q2 2026, selling an estimated $410K and leaving 15,482 shares worth $4.48M. The position accounts for 3.86% of the portfolio, ranked #7.

Monetary Solutions first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.61M in Q4 2025. 5,189 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Monetary Solutions held 15,482 shares of Apple worth $4.48M as of Q2 2026.
  • Monetary Solutions sold 1,432 Apple shares in Q2 2026, an estimated $410K.
  • Apple made up 3.86% of Monetary Solutions's portfolio in Q2 2026, its #7 holding.
  • Monetary Solutions first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Apple position peaked at $4.61M in Q4 2025.
  • 5,189 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.