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Miller Equity Capital Advisors’s Apple AAPL Stock Holding History

Miller Equity Capital 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
2025
Q1 		$262K Sell
1,180
-15,070
-93% -$3.49M 18.12% 2
2024
Q4 		$4.07M Hold
16,250
– – 1.55% 19
2024
Q3 		$3.79M Sell
16,250
-1,244
-7% -$278K 1.48% 20
2024
Q2 		$3.68M Sell
17,494
-260
-1% -$48.5K 1.53% 18
2024
Q1 		$3.04M Hold
17,754
– – 1.26% 24
2023
Q4 		$3.42M Buy
17,754
+360
+2% +$66.5K 1.54% 18
2023
Q3 		$2.98M Hold
17,394
– – 1.54% 22
2023
Q2 		$3.37M Hold
17,394
– – 1.71% 18
2023
Q1 		$2.87M Hold
17,394
– – 1.6% 19
2022
Q4 		$2.26M Buy
17,394
+400
+2% +$57.2K 1.47% 23
2022
Q3 		$2.35M Buy
16,994
+1,150
+7% +$180K 1.72% 19
2022
Q2 		$2.17M Buy
15,844
+4,270
+37% +$647K 1.85% 19
2022
Q1 		$2.02M Buy
11,574
+3,200
+38% +$538K 1.71% 21
2021
Q4 		$1.49M Buy
8,374
+1,210
+17% +$191K 1.38% 27
2021
Q3 		$1.01M Hold
7,164
– – 1% 30
2021
Q2 		$981K Buy
7,164
+1,200
+20% +$155K 1.01% 31
2021
Q1 		$729K Sell
5,964
-1,500
-20% -$193K 0.91% 32
2020
Q4 		$990K Buy
7,464
+1,644
+28% +$198K 1.32% 28
2020
Q3 		$674K Buy
5,820
+1,900
+48% +$207K 1.02% 27
2020
Q2 		$358K Sell
3,920
-1,184
-23% -$91.7K 0.58% 33
2020
Q1 		$325K Sell
5,104
-1,720
-25% -$126K 0.61% 33
2019
Q4 		$501K Buy
+6,824
New +$439K 0.64% 32

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Miller Equity Capital Advisors's AAPL Position: Q1 2025 in Review

Miller Equity Capital Advisors reduced its Apple (AAPL) stake by 93% in Q1 2025, selling an estimated $3.49M and leaving 1,180 shares worth $262K. The position accounts for 18.12% of the portfolio, ranked #2.

Miller Equity Capital Advisors first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.07M in Q4 2024. 5,601 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Miller Equity Capital Advisors held 1,180 shares of Apple worth $262K as of Q1 2025.
  • Miller Equity Capital Advisors sold 15,070 Apple shares in Q1 2025, an estimated $3.49M.
  • Apple made up 18.12% of Miller Equity Capital Advisors's portfolio in Q1 2025, its #2 holding.
  • Miller Equity Capital Advisors first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Miller Equity Capital Advisors's Apple position peaked at $4.07M in Q4 2024.
  • 5,601 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.