Monument Capital Management / AAPL
Monument Capital Management’s Apple Inc Position
Does Monument Capital Management own Apple Inc (AAPL)? Yes — 33.3K shares worth $8M (+2.12% of its 13F portfolio) as of Q1 2026, down from 33.6K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
33.3K
% of Portfolio
+2.12%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 33.3K | $8M | +2.12% |
| Q4 2025 | 33.6K | $9M | +2.28% |
| Q3 2025 | 33.2K | $8M | +2.12% |
| Q2 2025 | 33.2K | $7M | +1.77% |
| Q1 2025 | 33.7K | $7M | +2.30% |
| Q4 2024 | 34.4K | $9M | +2.37% |
| Q3 2024 | 31.0K | $7M | +1.99% |
| Q2 2024 | 31.7K | $7M | +1.96% |
| Q1 2024 | 32.8K | $6M | +1.62% |
| Q4 2023 | 35.1K | $7M | +2.18% |
| Q3 2023 | 34.5K | $6M | +1.98% |
| Q2 2023 | 33.9K | $7M | +2.10% |
| Q1 2023 | 32.5K | $5M | +1.80% |
| Q4 2022 | 24.2K | $3M | +1.08% |
| Q3 2022 | 32.6K | $5M | +1.69% |
| Q2 2022 | 23.9K | $3M | +1.23% |
| Q1 2022 | 22.3K | $4M | +1.26% |
| Q4 2021 | 22.6K | $4M | +1.25% |
| Q3 2021 | 22.4K | $3M | +1.08% |
| Q2 2021 | 24.1K | $3M | +1.14% |
| Q1 2021 | 22.2K | $3M | +1.09% |
| Q4 2020 | 20.0K | $3M | +1.22% |
| Q3 2020 | 20.0K | $2M | +1.22% |
| Q2 2020 | 4.3K | $2M | +0.92% |
| Q1 2020 | 3.7K | $937,000 | +0.67% |
| Q4 2019 | 3.6K | $1M | +0.54% |
| Q3 2019 | 3.7K | $839,000 | +0.46% |
| Q2 2019 | 2.4K | $491,000 | +0.26% |
| Q1 2019 | 2.4K | $453,000 | +0.26% |
| Q4 2018 | 2.9K | $450,000 | +0.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monument Capital Management’s full portfolio or all institutional holders of AAPL.