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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
Q2 		$19.1M Sell
66,053
-9,938
-13% -$2.84M 3.01% 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Milestone Asset Management reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $2.84M and leaving 66,053 shares worth $19.1M. The position accounts for 3.01% of the portfolio, ranked #4.

Milestone Asset Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.4M in Q4 2025. 2,225 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Milestone Asset Management held 66,053 shares of Apple worth $19.1M as of Q2 2026.
  • Milestone Asset Management sold 9,938 Apple shares in Q2 2026, an estimated $2.84M.
  • Apple made up 3.01% of Milestone Asset Management's portfolio in Q2 2026, its #4 holding.
  • Milestone Asset Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Apple position peaked at $21.4M in Q4 2025.
  • 2,225 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.