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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Milestone Asset Management Group's AAPL Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Apple (AAPL) stake by 0.17% in Q2 2026, selling an estimated $10.6K and leaving 22,345 shares worth $6.47M. The position accounts for 3.26% of the portfolio, ranked #5.

Milestone Asset Management Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Milestone Asset Management Group held 22,345 shares of Apple worth $6.47M as of Q2 2026.
  • Milestone Asset Management Group sold 37 Apple shares in Q2 2026, an estimated $10.6K.
  • Apple made up 3.26% of Milestone Asset Management Group's portfolio in Q2 2026, its #5 holding.
  • Milestone Asset Management Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.