Milestone Asset Management Group
AAPL icon

Milestone Asset Management Group’s Apple AAPL Stock Holding History

Milestone Asset Management Group’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
Q3 		$8.81M Buy
26,453
+4,108
+18% +$1.32M 4.07% 3
2026
Q2 		$6.47M Sell
22,345
-37
-0.2% -$10.6K 3.26% 5
2026
Q1 		$5.68M Sell
22,382
-126
-0.6% -$32.8K 3.32% 4
2025
Q4 		$6.12M Buy
22,508
+2,059
+10% +$553K 3.46% 4
2025
Q3 		$5.21M Buy
20,449
+160
+0.8% +$36.1K 3.28% 5
2025
Q2 		$4.16M Buy
20,289
+663
+3% +$134K 3.08% 7
2025
Q1 		$4.36M Sell
19,626
-100
-0.5% -$23.2K 3.94% 3
2024
Q4 		$4.94M Buy
+19,726
New +$4.65M 4.41% 2

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Milestone Asset Management Group's AAPL Position: Q3 2026 in Review

Milestone Asset Management Group increased its Apple (AAPL) stake by 18% in Q3 2026, buying an estimated $1.32M and bringing the position to 26,453 shares worth $8.81M. The position accounts for 4.07% of the portfolio, ranked #3.

Milestone Asset Management Group first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Milestone Asset Management Group held 26,453 shares of Apple worth $8.81M as of Q3 2026.
  • Milestone Asset Management Group bought 4,108 Apple shares in Q3 2026, an estimated $1.32M.
  • Apple made up 4.07% of Milestone Asset Management Group's portfolio in Q3 2026, its #3 holding.
  • Milestone Asset Management Group first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.