McMill Wealth Management’s Apple AAPL Stock Holding History

McMill Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	4,658 -64	-1%	-$18.3K	0.32%	33
2026 Q1	$1.2M	Sell	4,722 -19	-0.4%	-$4.95K	0.32%	31
2025 Q4	$1.29M	Sell	4,741 -6	-0.1%	-$1.61K	0.36%	30
2025 Q3	$1.21M	Hold	4,747	–	–	0.34%	30
2025 Q2	$952K	Buy	4,747 +85	+2%	+$17.2K	0.32%	33
2025 Q1	$1.04M	Buy	4,662 +91	+2%	+$21.1K	0.37%	30
2024 Q4	$1.14M	Buy	+4,571	New	+$1.08M	0.46%	26

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

McMill Wealth Management's AAPL Position: Q2 2026 in Review

McMill Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $18.3K and leaving 4,658 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #33.

McMill Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

McMill Wealth Management held 4,658 shares of Apple worth $1.35M as of Q2 2026.
McMill Wealth Management sold 64 Apple shares in Q2 2026, an estimated $18.3K.
Apple made up 0.32% of McMill Wealth Management's portfolio in Q2 2026, its #33 holding.
McMill Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,125 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.