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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
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 $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

Montz Harcus Wealth Management's AAPL Position: Q1 2026 in Review

Montz Harcus Wealth Management reduced its Apple (AAPL) stake by 0.31% in Q1 2026, selling an estimated $28.1K and leaving 34,469 shares worth $8.75M. The position accounts for 3.53% of the portfolio, ranked #10.

Montz Harcus Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.4M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Montz Harcus Wealth Management held 34,469 shares of Apple worth $8.75M as of Q1 2026.
  • Montz Harcus Wealth Management sold 108 Apple shares in Q1 2026, an estimated $28.1K.
  • Apple made up 3.53% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Montz Harcus Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Montz Harcus Wealth Management's Apple position peaked at $9.4M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.