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Monograph Wealth Advisors’s Apple AAPL Stock Holding History

Monograph Wealth 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
2026
Q2 		$29.4M Sell
101,437
-21,948
-18% -$6.28M 2.41% 10
2026
Q1 		$31.3M Buy
123,385
+16,640
+16% +$4.33M 2.97% 9
2025
Q4 		$29M Sell
106,745
-16,850
-14% -$4.52M 2.85% 9
2025
Q3 		$31.5M Buy
123,595
+25,759
+26% +$5.82M 3.18% 7
2025
Q2 		$20.1M Buy
97,836
+2,177
+2% +$440K 2.48% 10
2025
Q1 		$21.2M Sell
95,659
-7,117
-7% -$1.65M 2.89% 8
2024
Q4 		$25.7M Buy
102,776
+5,296
+5% +$1.25M 3.4% 6
2024
Q3 		$22.7M Sell
97,480
-22,424
-19% -$5.01M 2.96% 7
2024
Q2 		$25.3M Buy
119,904
+786
+0.7% +$147K 3.69% 4
2024
Q1 		$20.4M Sell
119,118
-16,984
-12% -$3.09M 3% 5
2023
Q4 		$26.2M Sell
136,102
-1,238
-0.9% -$229K 4.7% 4
2023
Q3 		$23.5M Buy
137,340
+4,792
+4% +$879K 4.65% 5
2023
Q2 		$25.7M Sell
132,548
-39,969
-23% -$6.96M 5.52% 4
2023
Q1 		$28.4M Buy
172,517
+2,773
+2% +$409K 6.68% 3
2022
Q4 		$22.1M Buy
169,744
+5,623
+3% +$804K 5.84% 4
2022
Q3 		$22.7M Sell
164,121
-7,711
-4% -$1.21M 7.44% 3
2022
Q2 		$23.5M Sell
171,832
-4,377
-2% -$663K 6.82% 3
2022
Q1 		$30.8M Buy
176,209
+549
+0.3% +$92.3K 7.77% 3
2021
Q4 		$31.2M Buy
+175,660
New +$27.8M 7.85% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Monograph Wealth Advisors's AAPL Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Apple (AAPL) stake by 18% in Q2 2026, selling an estimated $6.28M and leaving 101,437 shares worth $29.4M. The position accounts for 2.41% of the portfolio, ranked #10.

Monograph Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.5M in Q3 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Monograph Wealth Advisors held 101,437 shares of Apple worth $29.4M as of Q2 2026.
  • Monograph Wealth Advisors sold 21,948 Apple shares in Q2 2026, an estimated $6.28M.
  • Apple made up 2.41% of Monograph Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Monograph Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Apple position peaked at $31.5M in Q3 2025.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.