SEC 13F Intelligence

Moneta Group Investment Advisors LLC / AAPL

Moneta Group Investment Advisors LLC’s Apple Inc Position

Does Moneta Group Investment Advisors LLC own Apple Inc (AAPL)? Yes — 709.3K shares worth $180M (+1.35% of its 13F portfolio) as of Q1 2026, up from 701.2K shares the prior filed quarter.

Position Value
$180M
Q1 2026
Shares
709.3K
% of Portfolio
+1.35%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $8MQ3 ’19: $12MQ4 ’19: $15MQ4 ’19Q1 ’20: $13MQ2 ’20: $20MQ3 ’20: $26MQ4 ’20: $32MQ4 ’20Q1 ’21: $44MQ2 ’21: $50MQ3 ’21: $52MQ4 ’21: $67MQ4 ’21Q1 ’22: $69MQ2 ’22: $82MQ3 ’22: $68MQ4 ’22: $64MQ4 ’22Q1 ’23: $88MQ2 ’23: $107MQ3 ’23: $95MQ4 ’23: $96MQ4 ’23Q2 ’24: $98MQ3 ’24: $147MQ4 ’24: $160MQ1 ’25: $139MQ1 ’25Q2 ’25: $147MQ3 ’25: $194MQ4 ’25: $191MQ1 ’26: $180MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026709.3K$180M+1.35%
Q4 2025701.2K$191M+1.44%
Q3 2025760.7K$194M+1.54%
Q2 2025718.1K$147M+1.75%
Q1 2025626.8K$139M+1.92%
Q4 2024640.3K$160M+2.25%
Q3 2024631.0K$147M+2.14%
Q2 2024572.4K$98M+1.60%
Q4 2023499.2K$96M+1.90%
Q3 2023554.6K$95M+2.16%
Q2 2023553.2K$107M+2.38%
Q1 2023531.2K$88M+2.10%
Q4 2022442.4K$64M+1.75%
Q3 2022488.5K$68M+2.57%
Q2 2022596.2K$82M+2.78%
Q1 2022394.6K$69M+2.70%
Q4 2021375.9K$67M+2.71%
Q3 2021365.8K$52M+2.39%
Q2 2021367.2K$50M+2.32%
Q1 2021362.0K$44M+2.34%
Q4 2020244.6K$32M+2.33%
Q3 2020223.9K$26M+2.26%
Q2 202053.9K$20M+1.87%
Q1 202051.4K$13M+1.36%
Q4 201950.3K$15M+1.24%
Q3 201951.4K$12M+1.08%
Q2 201938.9K$8M+0.76%
Q1 201925.1K$5M+0.50%
Q4 201829.2K$5M+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moneta Group Investment Advisors LLC’s full portfolio or all institutional holders of AAPL.