Monetta Financial Services’s Apple AAPL Stock Holding History

Monetta Financial Services’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 Q1	$4.57M	Hold	18,000	–	–	3.54%	6
2025 Q4	$4.89M	Hold	18,000	–	–	3.5%	8
2025 Q3	$4.58M	Sell	18,000 -6,500	-27%	-$1.47M	3.21%	9
2025 Q2	$5.03M	Hold	24,500	–	–	3.65%	10
2025 Q1	$5.44M	Sell	24,500 -8,500	-26%	-$1.97M	4.82%	6
2024 Q4	$8.26M	Hold	33,000	–	–	6.65%	4
2024 Q3	$7.69M	Hold	33,000	–	–	6.55%	4
2024 Q2	$6.95M	Hold	33,000	–	–	6.01%	5
2024 Q1	$5.66M	Sell	33,000 -15,000	-31%	-$2.73M	5.11%	6
2023 Q4	$9.24M	Sell	48,000 -2,500	-5%	-$462K	8.81%	2
2023 Q3	$8.65M	Hold	50,500	–	–	9.42%	2
2023 Q2	$9.8M	Sell	50,500 -1,500	-3%	-$261K	9.58%	2
2023 Q1	$8.57M	Hold	52,000	–	–	9.17%	2
2022 Q4	$6.76M	Hold	52,000	–	–	7.79%	2
2022 Q3	$7.19M	Hold	52,000	–	–	8.18%	2
2022 Q2	$7.11M	Hold	52,000	–	–	7.44%	2
2022 Q1	$9.08M	Hold	52,000	–	–	7.53%	2
2021 Q4	$9.23M	Hold	52,000	–	–	7.14%	2
2021 Q3	$7.36M	Hold	52,000	–	–	5.96%	4
2021 Q2	$7.12M	Hold	52,000	–	–	5.49%	6
2021 Q1	$6.35M	Sell	52,000 -5,000	-9%	-$642K	5.02%	6
2020 Q4	$7.56M	Hold	57,000	–	–	5.91%	6
2020 Q3	$6.6M	Sell	57,000 -3,000	-5%	-$327K	5.57%	6
2020 Q2	$5.47M	Hold	60,000	–	–	4.81%	7
2020 Q1	$3.81M	Hold	60,000	–	–	3.91%	8
2019 Q4	$4.41M	Hold	60,000	–	–	3.29%	13
2019 Q3	$3.36M	Hold	60,000	–	–	2.41%	13
2019 Q2	$2.97M	Hold	60,000	–	–	2.03%	17
2019 Q1	$2.85M	Sell	60,000 -60,000	-50%	-$2.55M	2.05%	16
2018 Q4	$4.73M	Buy	120,000 +28,000	+30%	+$1.36M	3.69%	9
2018 Q3	$5.19M	Hold	92,000	–	–	3.16%	11
2018 Q2	$4.26M	Buy	92,000 +12,000	+15%	+$544K	2.22%	18
2018 Q1	$3.36M	Sell	80,000 -108,000	-57%	-$4.65M	1.79%	21
2017 Q4	$8.02M	Hold	188,000	–	–	4.15%	7
2017 Q3	$7.24M	Hold	188,000	–	–	3.93%	7
2017 Q2	$6.77M	Hold	188,000	–	–	3.81%	9
2017 Q1	$6.75M	Buy	188,000 +32,000	+21%	+$1.05M	3.9%	8
2016 Q4	$4.52M	Buy	156,000 +36,000	+30%	+$1.02M	2.78%	10
2016 Q3	$3.39M	Buy	+120,000	New	+$3.18M	2.17%	11
2016 Q2	–	Sell	-100,000	Closed	-$2.73M	–	80
2016 Q1	$2.73M	Hold	100,000	–	–	1.69%	13
2015 Q4	$2.63M	Sell	100,000 -20,000	-17%	-$572K	1.55%	16
2015 Q3	$3.31M	Sell	120,000 -120,000	-50%	-$3.52M	2.03%	11
2015 Q2	$7.53M	Hold	240,000	–	–	4.27%	4
2015 Q1	$7.47M	Sell	240,000 -118,000	-33%	-$3.56M	3.97%	3
2014 Q4	$9.88M	Hold	358,000	–	–	5.11%	3
2014 Q3	$9.02M	Buy	358,000 +64,000	+22%	+$1.57M	4.74%	3
2014 Q2	$6.83M	Hold	294,000	–	–	3.58%	4
2014 Q1	$5.64M	Hold	294,000	–	–	3.05%	8
2013 Q4	$5.89M	Buy	294,000 +182,000	+163%	+$3.44M	3.41%	5
2013 Q3	$1.91M	Sell	112,000 -84,000	-43%	-$1.39M	1.47%	24
2013 Q2	$2.77M	Buy	+196,000	New	+$3.02M	2.48%	11

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Monetta Financial Services's AAPL Position: Q1 2026 in Review

Monetta Financial Services held its Apple (AAPL) position steady in Q1 2026 at 18,000 shares worth $4.57M. The position accounts for 3.54% of the portfolio, ranked #6.

Monetta Financial Services first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.88M in Q4 2014. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Monetta Financial Services held 18,000 shares of Apple worth $4.57M as of Q1 2026.
Monetta Financial Services left its Apple share count unchanged in Q1 2026.
Apple made up 3.54% of Monetta Financial Services's portfolio in Q1 2026, its #6 holding.
Monetta Financial Services first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
Monetta Financial Services's Apple position peaked at $9.88M in Q4 2014.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.