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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
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 $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

Monument Group Wealth Advisors's AAPL Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Apple (AAPL) stake by 12% in Q1 2026, selling an estimated $776K and leaving 22,717 shares worth $5.77M. The position accounts for 3.2% of the portfolio, ranked #6.

Monument Group Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.99M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Monument Group Wealth Advisors held 22,717 shares of Apple worth $5.77M as of Q1 2026.
  • Monument Group Wealth Advisors sold 2,982 Apple shares in Q1 2026, an estimated $776K.
  • Apple made up 3.2% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Monument Group Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Monument Group Wealth Advisors's Apple position peaked at $6.99M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.