MontVue Capital Management’s Apple AAPL Stock Holding History

MontVue Capital Management’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	$1.29M	Buy	4,474 +1,907	+74%	+$545K	0.74%	26
2026 Q1	$651K	Sell	2,567 -263	-9%	-$68.4K	0.44%	34
2025 Q4	$769K	Buy	2,830 +48	+2%	+$12.9K	0.51%	29
2025 Q3	$708K	Sell	2,782 -100	-3%	-$22.6K	0.48%	31
2025 Q2	$591K	Buy	2,882 +11	+0.4%	+$2.22K	0.42%	33
2025 Q1	$638K	Sell	2,871 -605	-17%	-$140K	0.51%	32
2024 Q4	$870K	Hold	3,476	–	–	0.66%	27
2024 Q3	$810K	Sell	3,476 -24	-0.7%	-$5.36K	0.62%	28
2024 Q2	$737K	Buy	3,500 +2,112	+152%	+$394K	0.59%	29
2024 Q1	$238K	Sell	1,388 -318	-19%	-$57.8K	0.21%	44
2023 Q4	$328K	Buy	+1,706	New	+$315K	0.32%	39

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MontVue Capital Management's AAPL Position: Q2 2026 in Review

MontVue Capital Management increased its Apple (AAPL) stake by 74% in Q2 2026, buying an estimated $545K and bringing the position to 4,474 shares worth $1.29M. The position accounts for 0.74% of the portfolio, ranked #26.

MontVue Capital Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,580 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

MontVue Capital Management held 4,474 shares of Apple worth $1.29M as of Q2 2026.
MontVue Capital Management bought 1,907 Apple shares in Q2 2026, an estimated $545K.
Apple made up 0.74% of MontVue Capital Management's portfolio in Q2 2026, its #26 holding.
MontVue Capital Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,580 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.