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Milestones Private Investment Advisors’s Apple AAPL Stock Holding History

Milestones Private Investment Advisors’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 		$1.33M Buy
4,584
+1
+0% +$286 1.06% 26
2026
Q1 		$1.16M Sell
4,583
-9,337
-67% -$2.43M 1.02% 32
2025
Q4 		$3.78M Sell
13,920
-104
-0.7% -$27.9K 2.6% 9
2025
Q3 		$3.57M Sell
14,024
-212
-1% -$47.9K 2.44% 10
2025
Q2 		$2.92M Buy
+14,236
New +$2.87M 2.16% 13

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

Milestones Private Investment Advisors's AAPL Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $286 and bringing the position to 4,584 shares worth $1.33M. The position accounts for 1.06% of the portfolio, ranked #26.

Milestones Private Investment Advisors first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.78M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Milestones Private Investment Advisors held 4,584 shares of Apple worth $1.33M as of Q2 2026.
  • Milestones Private Investment Advisors bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 1.06% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Milestones Private Investment Advisors first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Apple position peaked at $3.78M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.