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Milestone Asset Management’s Apple AAPL Stock Holding History

Milestone Asset 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
Q3 		$29.5M Buy
88,620
+22,567
+34% +$7.25M 4.68% 3
2026
Q2 		$19.1M Sell
66,053
-9,938
-13% -$2.84M 2.99% 4
2026
Q1 		$19.3M Sell
75,991
-2,796
-4% -$728K 3.55% 4
2025
Q4 		$21.4M Buy
78,787
+34,584
+78% +$9.28M 4.04% 4
2025
Q3 		$11.3M Buy
44,203
+3,875
+10% +$875K 2.13% 12
2025
Q2 		$8.27M Buy
40,328
+6,041
+18% +$1.22M 1.75% 10
2025
Q1 		$7.62M Sell
34,287
-25,644
-43% -$5.94M 1.62% 9
2024
Q4 		$15M Buy
59,931
+12,766
+27% +$3.01M 3.31% 4
2024
Q3 		$11M Buy
47,165
+10,950
+30% +$2.45M 2.47% 7
2024
Q2 		$7.63M Sell
36,215
-9,245
-20% -$1.72M 1.91% 11
2024
Q1 		$7.8M Buy
45,460
+38,000
+509% +$6.91M 2.23% 8
2023
Q4 		$1.44M Buy
7,460
+387
+5% +$71.5K 0.47% 14
2023
Q3 		$1.23M Buy
7,073
+702
+11% +$129K 0.43% 19
2023
Q2 		$1.24M Sell
6,371
-591
-8% -$103K 0.55% 12
2023
Q1 		$1.15M Buy
6,962
+1,522
+28% +$225K 0.66% 26
2022
Q4 		$768K Buy
+5,440
New +$777K 0.46% 24

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's AAPL Position: Q3 2026 in Review

Milestone Asset Management increased its Apple (AAPL) stake by 34% in Q3 2026, buying an estimated $7.25M and bringing the position to 88,620 shares worth $29.5M. The position accounts for 4.68% of the portfolio, ranked #3.

Milestone Asset Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Milestone Asset Management held 88,620 shares of Apple worth $29.5M as of Q3 2026.
  • Milestone Asset Management bought 22,567 Apple shares in Q3 2026, an estimated $7.25M.
  • Apple made up 4.68% of Milestone Asset Management's portfolio in Q3 2026, its #3 holding.
  • Milestone Asset Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.