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Monument Group Wealth Advisors’s Apple AAPL Stock Holding History

Monument Group Wealth Advisors’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 		$6.34M Sell
21,918
-799
-4% -$229K 3.04% 6
2026
Q1 		$5.77M Sell
22,717
-2,982
-12% -$776K 3.2% 6
2025
Q4 		$6.99M Buy
25,699
+22,172
+629% +$5.95M 3.81% 6
2025
Q3 		$898K Sell
3,527
-2,119
-38% -$479K 0.53% 12
2025
Q2 		$1.16M Buy
5,646
+671
+13% +$136K 0.73% 12
2025
Q1 		$1.11M Buy
4,975
+851
+21% +$197K 0.77% 10
2024
Q4 		$1.03M Sell
4,124
-2,012
-33% -$474K 0.73% 12
2024
Q3 		$1.43M Sell
6,136
-14
-0.2% -$3.13K 0.86% 10
2024
Q2 		$1.3M Hold
6,150
– – 0.87% 9
2024
Q1 		$1.05M Sell
6,150
-66
-1% -$12K 0.78% 12
2023
Q4 		$1.2M Buy
+6,216
New +$1.15M 1.02% 12

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

Monument Group Wealth Advisors's AAPL Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $229K and leaving 21,918 shares worth $6.34M. The position accounts for 3.04% of the portfolio, ranked #6.

Monument Group Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.99M in Q4 2025. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Monument Group Wealth Advisors held 21,918 shares of Apple worth $6.34M as of Q2 2026.
  • Monument Group Wealth Advisors sold 799 Apple shares in Q2 2026, an estimated $229K.
  • Apple made up 3.04% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Monument Group Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Monument Group Wealth Advisors's Apple position peaked at $6.99M in Q4 2025.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.