Mountain Capital Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.58M | Sell |
22,730
-696
| -3% | -$199K | 0.94% | 12 |
|
|
2026
Q1 | $6.27M | Sell |
23,426
-307
| -1% | -$79.9K | 0.93% | 12 |
|
|
2025
Q4 | $5.89M | Sell |
23,733
-334
| -1% | -$89.7K | 0.95% | 11 |
|
|
2025
Q3 | $6.15M | Sell |
24,067
-221
| -0.9% | -$49.9K | 1.08% | 11 |
|
|
2025
Q2 | $5.05M | Sell |
24,288
-8
| -0% | -$1.62K | 0.97% | 10 |
|
|
2025
Q1 | $5.06M | Buy |
24,296
+338
| +1% | +$78.3K | 1.09% | 11 |
|
|
2024
Q4 | $5.51M | Buy |
23,958
+219
| +0.9% | +$51.6K | 1.14% | 12 |
|
|
2024
Q3 | $5.32M | Buy |
23,739
+785
| +3% | +$175K | 1.17% | 11 |
|
|
2024
Q2 | $5.38M | Sell |
22,954
-16
| -0.1% | -$2.98K | 1.34% | 9 |
|
|
2024
Q1 | $3.9M | Buy |
22,970
+1,079
| +5% | +$196K | 1.09% | 9 |
|
|
2023
Q4 | $4.06M | Sell |
21,891
-1,058
| -5% | -$195K | 1.37% | 8 |
|
|
2023
Q3 | $4.28M | Buy |
22,949
+40
| +0.2% | +$7.33K | 1.6% | 8 |
|
|
2023
Q2 | $4.42M | Buy |
22,909
+624
| +3% | +$109K | 1.67% | 7 |
|
|
2023
Q1 | $3.69M | Sell |
22,285
-190
| -0.8% | -$28K | 1.63% | 10 |
|
|
2022
Q4 | $2.94M | Sell |
22,475
-1,415
| -6% | -$202K | 1.34% | 12 |
|
|
2022
Q3 | $3.44M | Sell |
23,890
-791
| -3% | -$124K | 1.8% | 11 |
|
|
2022
Q2 | $3.61M | Buy |
24,681
+97
| +0.4% | +$14.7K | 1.81% | 13 |
|
|
2022
Q1 | $4.08M | Buy |
24,584
+193
| +0.8% | +$32.5K | 1.92% | 10 |
|
|
2021
Q4 | $4.27M | Sell |
24,391
-1,601
| -6% | -$253K | 1.94% | 7 |
|
|
2021
Q3 | $3.71M | Sell |
25,992
-1,428
| -5% | -$210K | 1.97% | 10 |
|
|
2021
Q2 | $3.93M | Sell |
27,420
-2,773
| -9% | -$359K | 1.81% | 12 |
|
|
2021
Q1 | $4.06M | Buy |
30,193
+3,687
| +14% | +$473K | 2.04% | 6 |
|
|
2020
Q4 | $3.42M | Buy |
26,506
+539
| +2% | +$64.8K | 2.06% | 8 |
|
|
2020
Q3 | $3.23M | Sell |
25,967
-1,941
| -7% | -$212K | 2.09% | 10 |
|
|
2020
Q2 | $2.6M | Buy |
27,908
+640
| +2% | +$49.6K | 1.19% | 16 |
|
|
2020
Q1 | $1.83M | Buy |
27,268
+532
| +2% | +$39.1K | 0.94% | 15 |
|
|
2019
Q4 | $2.03M | Sell |
26,736
-7,200
| -21% | -$463K | 0.9% | 16 |
|
|
2019
Q3 | $1.9M | Sell |
33,936
-2,936
| -8% | -$154K | 1.68% | 12 |
|
|
2019
Q2 | $1.93M | Buy |
36,872
+1,400
| +4% | +$68.2K | 1.81% | 12 |
|
|
2019
Q1 | $1.68M | Buy |
35,472
+3,208
| +10% | +$136K | 1.81% | 11 |
|
|
2018
Q4 | $1.27M | Sell |
32,264
-4,216
| -12% | -$204K | 1.77% | 11 |
|
|
2018
Q3 | $2.06M | Buy |
36,480
+492
| +1% | +$25.6K | 1.99% | 11 |
|
|
2018
Q2 | $1.67M | Buy |
+35,988
| New | +$1.63M | 1.63% | 11 |
|
|
2018
Q1 | – | Sell |
-34,452
| Closed | -$1.46M | – | 33 |
|
|
2017
Q4 | $1.46M | Sell |
34,452
-948
| -3% | -$39.6K | 1.41% | 14 |
|
|
2017
Q3 | $1.36M | Buy |
35,400
+9,140
| +35% | +$355K | 1.21% | 12 |
|
|
2017
Q2 | $945K | Buy |
+26,260
| New | +$971K | 0.93% | 10 |
|
Other funds holding AAPL
Mountain Capital Investment Advisors's AAPL Position: Q2 2026 in Review
Mountain Capital Investment Advisors reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $199K and leaving 22,730 shares worth $6.58M. The position accounts for 0.94% of the portfolio, ranked #12.
Mountain Capital Investment Advisors first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Mountain Capital Investment Advisors held 22,730 shares of Apple worth $6.58M as of Q2 2026.
- Mountain Capital Investment Advisors sold 696 Apple shares in Q2 2026, an estimated $199K.
- Apple made up 0.94% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #12 holding.
- Mountain Capital Investment Advisors first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.