Monumental Financial Group’s Apple AAPL Stock Holding History

Monumental Financial Group’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
2024 Q3	$1.09M	Sell	4,696 -540	-10%	-$121K	0.41%	25
2024 Q2	$1.1M	Sell	5,236 -918	-15%	-$171K	0.48%	25
2024 Q1	$1.06M	Buy	6,154 +141	+2%	+$25.6K	0.56%	34
2023 Q4	$1.16M	Sell	6,013 -138	-2%	-$25.5K	0.69%	30
2023 Q3	$1.05M	Buy	6,151 +535	+10%	+$98.1K	0.7%	29
2023 Q2	$1.09M	Buy	+5,616	New	+$979K	0.73%	25
2021 Q3	–	Sell	-339	Closed	-$46K	–	23
2021 Q2	$46K	Sell	339 -6,275	-95%	-$813K	0.04%	45
2021 Q1	$808K	Buy	+6,614	New	+$849K	0.77%	18

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monumental Financial Group's AAPL Position: Q3 2024 in Review

Monumental Financial Group reduced its Apple (AAPL) stake by 10% in Q3 2024, selling an estimated $121K and leaving 4,696 shares worth $1.09M. The position accounts for 0.41% of the portfolio, ranked #25.

Monumental Financial Group first reported a position in AAPL in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2023. 5,096 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Monumental Financial Group held 4,696 shares of Apple worth $1.09M as of Q3 2024.
Monumental Financial Group sold 540 Apple shares in Q3 2024, an estimated $121K.
Apple made up 0.41% of Monumental Financial Group's portfolio in Q3 2024, its #25 holding.
Monumental Financial Group first reported a position in Apple in Q1 2021 and has held it in 8 quarters since.
Monumental Financial Group's Apple position peaked at $1.16M in Q4 2023.
5,096 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.