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Apple shares owned by Monumental Financial Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Monumental Financial Group from 13F filings

Historical chart of Monumental Financial Group investment in Apple

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All positions including Apple held by Monumental Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Monumental Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 4.7k 233.00
2024-06-30 $1.1M 5.2k 210.62
2024-03-31 $1.1M 6.2k 171.48
2023-12-31 $1.2M 6.0k 192.53
2023-09-30 $1.1M 6.2k 171.21
2023-06-30 $1.1M 5.6k 193.97
2021-06-30 $46k 339 135.69
2021-03-31 $808k 6.6k 122.17

More positions owned by Monumental Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard World Consum Stp Etf (VDC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Covington Trust Msci Utils Index (FUTY)

View all positions for Monumental Financial Group

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple