Brown Miller Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.5M Buy
112,243
+1,812
+2% +$518K 8.18% 2
2026
Q1
$28M Buy
110,431
+406
+0.4% +$106K 7.97% 2
2025
Q4
$29.9M Sell
110,025
-2,184
-2% -$586K 8.26% 2
2025
Q3
$28.6M Sell
112,209
-306
-0.3% -$69.1K 8.1% 2
2025
Q2
$23.1M Sell
112,515
-1,443
-1% -$291K 7.17% 2
2025
Q1
$25.3M Buy
113,958
+85
+0.1% +$19.7K 8.76% 2
2024
Q4
$28.5M Buy
113,873
+1,137
+1% +$268K 10.94% 2
2024
Q3
$26.3M Buy
112,736
+560
+0.5% +$125K 10.21% 2
2024
Q2
$23.6M Buy
112,176
+705
+0.6% +$131K 9.81% 2
2024
Q1
$19.1M Sell
111,471
-1,778
-2% -$323K 8.43% 2
2023
Q4
$21.8M Sell
113,249
-1,209
-1% -$223K 10.9% 1
2023
Q3
$19.6M Sell
114,458
-910
-0.8% -$167K 10.94% 1
2023
Q2
$22.4M Sell
115,368
-244
-0.2% -$42.5K 12.08% 1
2023
Q1
$19.1M Sell
115,612
-221
-0.2% -$32.6K 11.28% 1
2022
Q4
$15.1M Buy
115,833
+323
+0.3% +$46.2K 9.51% 1
2022
Q3
$16M Buy
115,510
+1,237
+1% +$194K 11.32% 1
2022
Q2
$15.6M Sell
114,273
-1,828
-2% -$277K 10.63% 1
2022
Q1
$20.3M Buy
116,101
+5,405
+5% +$909K 11.73% 1
2021
Q4
$19.7M Sell
110,696
-4,504
-4% -$712K 11.25% 1
2021
Q3
$16.3M Buy
115,200
+248
+0.2% +$36.5K 10.23% 1
2021
Q2
$15.7M Buy
114,952
+614
+0.5% +$79.6K 10.06% 1
2021
Q1
$14M Buy
114,338
+1,859
+2% +$239K 9.87% 1
2020
Q4
$14.9M Buy
+112,479
New +$13.5M 11.21% 1

Other funds holding AAPL

Brown Miller Wealth Management's AAPL Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $518K and bringing the position to 112,243 shares worth $32.5M. The position accounts for 8.18% of the portfolio, ranked #2.

Brown Miller Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Brown Miller Wealth Management held 112,243 shares of Apple worth $32.5M as of Q2 2026.
  • Brown Miller Wealth Management bought 1,812 Apple shares in Q2 2026, an estimated $518K.
  • Apple made up 8.18% of Brown Miller Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Brown Miller Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.