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Montz Harcus Wealth Management’s Apple AAPL Stock Holding History

Montz Harcus Wealth 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 		$10.1M Buy
34,990
+521
+2% +$149K 3.6% 10
2026
Q1 		$8.75M Sell
34,469
-108
-0.3% -$28.1K 3.53% 10
2025
Q4 		$9.4M Sell
34,577
-636
-2% -$171K 3.81% 11
2025
Q3 		$8.97M Sell
35,213
-59
-0.2% -$13.3K 3.91% 10
2025
Q2 		$7.24M Sell
35,272
-81
-0.2% -$16.4K 3.49% 10
2025
Q1 		$7.85M Buy
35,353
+1,432
+4% +$332K 4.29% 9
2024
Q4 		$8.49M Sell
33,921
-148
-0.4% -$34.9K 4.75% 5
2024
Q3 		$7.94M Sell
34,069
-593
-2% -$132K 4.64% 7
2024
Q2 		$7.3M Sell
34,662
-19
-0.1% -$3.54K 4.73% 6
2024
Q1 		$5.95M Sell
34,681
-1,168
-3% -$212K 4.02% 9
2023
Q4 		$6.9M Buy
35,849
+2,113
+6% +$390K 5.27% 6
2023
Q3 		$5.78M Buy
33,736
+131
+0.4% +$24K 4.93% 7
2023
Q2 		$6.52M Buy
33,605
+714
+2% +$124K 5.39% 5
2023
Q1 		$5.42M Sell
32,891
-986
-3% -$145K 5.01% 7
2022
Q4 		$4.4M Buy
33,877
+2,107
+7% +$301K 4.36% 8
2022
Q3 		$4.39M Buy
31,770
+548
+2% +$86K 4.84% 6
2022
Q2 		$4.27M Buy
31,222
+41
+0.1% +$6.21K 4.5% 8
2022
Q1 		$5.44M Sell
31,181
-260
-0.8% -$43.7K 4.89% 6
2021
Q4 		$5.58M Buy
+31,441
New +$4.97M 4.89% 7

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

Montz Harcus Wealth Management's AAPL Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $149K and bringing the position to 34,990 shares worth $10.1M. The position accounts for 3.6% of the portfolio, ranked #10.

Montz Harcus Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Montz Harcus Wealth Management held 34,990 shares of Apple worth $10.1M as of Q2 2026.
  • Montz Harcus Wealth Management bought 521 Apple shares in Q2 2026, an estimated $149K.
  • Apple made up 3.6% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Montz Harcus Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.