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Livermore
Livermore
ZHEN

Montis Financial, LLC

SEC CIK
0001844314
Latest filing
Aug 5, 2026

AAPL holding history

Apple Inc. in every 13F filed by Montis Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
73,269
Value
$21.2M
% of portfolio
4.3%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Montis Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202673,269$21.2M4.3%+583+0.8%AddedHolders
Q1 202672,686$18.4M3.8%−1,728−2.3%ReducedHolders
Q4 202574,414$20.2M4.0%−3,505−4.5%ReducedHolders
Q3 202577,919$19.8M4.6%+10,640+15.8%AddedHolders
Q2 202567,279$13.8M3.8%−14,775−18.0%ReducedHolders
Q1 202582,054$18.2M5.4%−16,625−16.8%ReducedHolders
Q4 202498,679$24.7M7.6%+3,492+3.7%AddedHolders
Q3 202495,187$22.2M7.9%−7,245−7.1%ReducedHolders
Q2 2024102,432$21.6M9.9%−21,809−17.6%ReducedHolders
Q1 2024124,241$21.3M10.1%−36,292−22.6%ReducedHolders
Q4 2023160,533$30.9M18.4%+2,640+1.7%AddedHolders
Q3 2023157,893$27.0M18.1%+3,000+1.9%AddedHolders
Q2 2023154,893$30.0M19.8%−5,417−3.4%ReducedHolders
Q1 2023160,310$26.4M20.4%−24,465−13.2%ReducedHolders
Q4 2022184,775$24.0M20.3%−1,675−0.9%ReducedHolders
Q3 2022186,450$25.8M24.8%+7,544+4.2%AddedHolders
Q2 2022178,906$24.5M22.9%−11,445−6.0%ReducedHolders
Q1 2022190,351$33.2M26.0%−2,960−1.5%ReducedHolders
Q4 2021193,311$34.3M24.9%−5,400−2.7%ReducedHolders
Q3 2021198,711$27.6M23.5%−1,903−0.9%ReducedHolders
Q2 2021200,614$27.5M22.8%−1,776−0.9%ReducedHolders
Q1 2021202,390$24.9M23.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.