MF
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Montis Financial’s Apple AAPL Stock Holding History

Montis Financial’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 		$18.4M Sell
72,686
-1,728
-2% -$450K 3.82% 8
2025
Q4 		$20.2M Sell
74,414
-3,505
-4% -$941K 4% 8
2025
Q3 		$19.8M Buy
77,919
+10,640
+16% +$2.4M 4.58% 7
2025
Q2 		$13.8M Sell
67,279
-14,775
-18% -$2.98M 3.84% 7
2025
Q1 		$18.2M Sell
82,054
-16,625
-17% -$3.85M 5.36% 6
2024
Q4 		$24.7M Buy
98,679
+3,492
+4% +$823K 7.63% 2
2024
Q3 		$22.2M Sell
95,187
-7,245
-7% -$1.62M 7.88% 4
2024
Q2 		$21.6M Sell
102,432
-21,809
-18% -$4.07M 9.89% 5
2024
Q1 		$21.3M Sell
124,241
-36,292
-23% -$6.6M 10.12% 5
2023
Q4 		$30.9M Buy
160,533
+2,640
+2% +$487K 18.38% 1
2023
Q3 		$27M Buy
157,893
+3,000
+2% +$550K 18.11% 1
2023
Q2 		$30M Sell
154,893
-5,417
-3% -$944K 19.81% 1
2023
Q1 		$26.4M Sell
160,310
-24,465
-13% -$3.61M 20.45% 1
2022
Q4 		$24M Sell
184,775
-1,675
-0.9% -$239K 20.32% 1
2022
Q3 		$25.8M Buy
186,450
+7,544
+4% +$1.18M 24.83% 1
2022
Q2 		$24.5M Sell
178,906
-11,445
-6% -$1.73M 22.9% 1
2022
Q1 		$33.2M Sell
190,351
-2,960
-2% -$498K 25.96% 1
2021
Q4 		$34.3M Sell
193,311
-5,400
-3% -$853K 24.91% 1
2021
Q3 		$27.6M Sell
198,711
-1,903
-0.9% -$280K 23.5% 1
2021
Q2 		$27.5M Sell
200,614
-1,776
-0.9% -$230K 22.77% 1
2021
Q1 		$24.9M Buy
202,390
+3,278
+2% +$421K 23.19% 1
2020
Q4 		$28.3M Buy
+199,112
New +$23.9M 28.25% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montis Financial's AAPL Position: Q1 2026 in Review

Montis Financial reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $450K and leaving 72,686 shares worth $18.4M. The position accounts for 3.82% of the portfolio, ranked #8.

Montis Financial first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.3M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Montis Financial held 72,686 shares of Apple worth $18.4M as of Q1 2026.
  • Montis Financial sold 1,728 Apple shares in Q1 2026, an estimated $450K.
  • Apple made up 3.82% of Montis Financial's portfolio in Q1 2026, its #8 holding.
  • Montis Financial first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Apple position peaked at $34.3M in Q4 2021.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.