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Milestone Wealth’s Apple AAPL Stock Holding History

Milestone Wealth’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
2022
Q3 		$1.21M Sell
8,728
-750
-8% -$118K 1.35% 17
2022
Q2 		$1.3M Buy
9,478
+3,590
+61% +$544K 1.36% 14
2022
Q1 		$1.05M Hold
5,888
– – 0.85% 20
2021
Q4 		$1.05M Buy
+5,888
New +$931K 0.84% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Milestone Wealth's AAPL Position: Q3 2022 in Review

Milestone Wealth reduced its Apple (AAPL) stake by 7.9% in Q3 2022, selling an estimated $118K and leaving 8,728 shares worth $1.21M. The position accounts for 1.35% of the portfolio, ranked #17.

Milestone Wealth first reported a position in AAPL in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2022. 4,337 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Milestone Wealth held 8,728 shares of Apple worth $1.21M as of Q3 2022.
  • Milestone Wealth sold 750 Apple shares in Q3 2022, an estimated $118K.
  • Apple made up 1.35% of Milestone Wealth's portfolio in Q3 2022, its #17 holding.
  • Milestone Wealth first reported a position in Apple in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Apple position peaked at $1.3M in Q2 2022.
  • 4,337 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.