Monterey Private Wealth, Inc. / AAPL
Monterey Private Wealth, Inc.’s Apple Inc Position
Does Monterey Private Wealth, Inc. own Apple Inc (AAPL)? Yes — 78.1K shares worth $17M (+5.11% of its 13F portfolio) as of Q1 2025, down from 78.5K shares the prior filed quarter.
Position Value
$17M
Q1 2025
Shares
78.1K
% of Portfolio
+5.11%
Quarters Held
18
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 78.1K | $17M | +5.11% |
| Q4 2024 | 78.5K | $20M | +6.48% |
| Q3 2024 | 77.7K | $18M | +6.17% |
| Q2 2024 | 78.1K | $16M | +6.15% |
| Q1 2024 | 78.4K | $13M | +5.39% |
| Q4 2023 | 78.3K | $15M | +6.81% |
| Q3 2023 | 75.5K | $13M | +6.50% |
| Q2 2023 | 76.6K | $15M | +7.20% |
| Q1 2023 | 76.5K | $13M | +6.48% |
| Q4 2022 | 76.5K | $10M | +5.37% |
| Q3 2022 | 78.2K | $11M | +6.68% |
| Q2 2022 | 82.4K | $11M | +6.44% |
| Q1 2022 | 77.6K | $14M | +6.66% |
| Q4 2021 | 78.6K | $14M | +6.91% |
| Q3 2021 | 79.9K | $11M | +6.33% |
| Q2 2021 | 82.4K | $11M | +6.48% |
| Q1 2021 | 81.4K | $11M | +6.04% |
| Q4 2020 | 83.2K | $10M | +6.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monterey Private Wealth, Inc.’s full portfolio or all institutional holders of AAPL.