Monte Financial 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
Q1 | $2.67M | Sell |
10,503
-863
| -8% | -$225K | 0.95% | 38 |
|
|
2025
Q4 | $3.09M | Sell |
11,366
-612
| -5% | -$164K | 1.15% | 37 |
|
|
2025
Q3 | $3.05M | Sell |
11,978
-395
| -3% | -$89.2K | 1.12% | 37 |
|
|
2025
Q2 | $2.54M | Buy |
12,373
+1,835
| +17% | +$371K | 0.99% | 37 |
|
|
2025
Q1 | $2.08M | Sell |
10,538
-309
| -3% | -$71.6K | 0.91% | 35 |
|
|
2024
Q4 | $2.72M | Sell |
10,847
-232
| -2% | -$54.7K | 1.16% | 33 |
|
|
2024
Q3 | $2.58M | Sell |
11,079
-324
| -3% | -$72.4K | 1.07% | 34 |
|
|
2024
Q2 | $2.4M | Sell |
11,403
-80
| -0.7% | -$14.9K | 1.06% | 36 |
|
|
2024
Q1 | $1.97M | Sell |
11,483
-49
| -0.4% | -$8.91K | 0.86% | 34 |
|
|
2023
Q4 | $2.22M | Sell |
11,532
-450
| -4% | -$83.1K | 1.04% | 35 |
|
|
2023
Q3 | $2.05M | Sell |
11,982
-601
| -5% | -$110K | 1.04% | 35 |
|
|
2023
Q2 | $2.44M | Sell |
12,583
-80
| -0.6% | -$13.9K | 1.19% | 33 |
|
|
2023
Q1 | $2.09M | Buy |
12,663
+139
| +1% | +$20.5K | 1.1% | 32 |
|
|
2022
Q4 | $1.63M | Buy |
12,524
+215
| +2% | +$30.7K | 0.84% | 33 |
|
|
2022
Q3 | $1.7M | Buy |
12,309
+526
| +4% | +$82.6K | 1.04% | 32 |
|
|
2022
Q2 | $1.61M | Sell |
11,783
-188
| -2% | -$28.5K | 0.94% | 32 |
|
|
2022
Q1 | $2.09M | Buy |
11,971
+276
| +2% | +$46.4K | 1.11% | 32 |
|
|
2021
Q4 | $2.08M | Sell |
11,695
-304
| -3% | -$48K | 1.09% | 33 |
|
|
2021
Q3 | $1.7M | Sell |
11,999
-483
| -4% | -$71.1K | 0.97% | 36 |
|
|
2021
Q2 | $1.71M | Sell |
12,482
-1,662
| -12% | -$215K | 0.98% | 35 |
|
|
2021
Q1 | $1.73M | Sell |
14,144
-1,429
| -9% | -$183K | 1.06% | 35 |
|
|
2020
Q4 | $2.07M | Sell |
15,573
-2,270
| -13% | -$273K | 1.41% | 33 |
|
|
2020
Q3 | $2.07M | Sell |
17,843
-6,321
| -26% | -$690K | 1.56% | 33 |
|
|
2020
Q2 | $2.2M | Buy |
24,164
+6,672
| +38% | +$517K | 1.74% | 31 |
|
|
2020
Q1 | $1.11M | Buy |
17,492
+1,204
| +7% | +$88.5K | 1.08% | 35 |
|
|
2019
Q4 | $1.2M | Sell |
16,288
-20
| -0.1% | -$1.29K | 0.88% | 35 |
|
|
2019
Q3 | $913K | Sell |
16,308
-724
| -4% | -$37.9K | 0.74% | 35 |
|
|
2019
Q2 | $843K | Buy |
17,032
+124
| +0.7% | +$6.04K | 0.71% | 36 |
|
|
2019
Q1 | $803K | Sell |
16,908
-6,076
| -26% | -$258K | 0.7% | 35 |
|
|
2018
Q4 | $906K | Sell |
22,984
-3,752
| -14% | -$182K | 0.96% | 32 |
|
|
2018
Q3 | $1.51M | Buy |
26,736
+1,168
| +5% | +$60.8K | 1.41% | 31 |
|
|
2018
Q2 | $1.18M | Sell |
25,568
-14,000
| -35% | -$635K | 1.2% | 31 |
|
|
2018
Q1 | $1.66M | Sell |
39,568
-400
| -1% | -$17.2K | 1.73% | 29 |
|
|
2017
Q4 | $1.69M | Buy |
+39,968
| New | +$1.67M | 1.72% | 30 |
|
Other funds holding AAPL
VCM
VPM
Monte Financial Group's AAPL Position: Q1 2026 in Review
Monte Financial Group reduced its Apple (AAPL) stake by 7.6% in Q1 2026, selling an estimated $225K and leaving 10,503 shares worth $2.67M. The position accounts for 0.95% of the portfolio, ranked #38.
Monte Financial Group first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.09M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Monte Financial Group held 10,503 shares of Apple worth $2.67M as of Q1 2026.
- Monte Financial Group sold 863 Apple shares in Q1 2026, an estimated $225K.
- Apple made up 0.95% of Monte Financial Group's portfolio in Q1 2026, its #38 holding.
- Monte Financial Group first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Monte Financial Group's Apple position peaked at $3.09M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.