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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
2024-03-31 $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 Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard World Consum Stp Etf (VDC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Msci Intl Qualty (IQLT)
Fidelity Covington Trust Msci Utils Index (FUTY)
Ishares Tr Self Drivng Ev (IDRV)

View all positions for Monumental Financial Group

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple