Miller Financial Services’s Apple AAPL Stock Holding History

Miller Financial Services’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	$3.78M	Sell	13,062 -179	-1%	-$51.2K	3.04%	4
2026 Q1	$3.36M	Sell	13,241 -210	-2%	-$54.7K	3.68%	3
2025 Q4	$3.66M	Sell	13,451 -1,694	-11%	-$455K	4.29%	2
2025 Q3	$3.86M	Sell	15,145 -198	-1%	-$44.7K	4.46%	3
2025 Q2	$3.15M	Sell	15,343 -59	-0.4%	-$11.9K	4.01%	3
2025 Q1	$3.42M	Sell	15,402 -4,385	-22%	-$1.02M	4.92%	2
2024 Q4	$4.96M	Buy	+19,787	New	+$4.66M	4.18%	3

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Miller Financial Services's AAPL Position: Q2 2026 in Review

Miller Financial Services reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $51.2K and leaving 13,062 shares worth $3.78M. The position accounts for 3.04% of the portfolio, ranked #4.

Miller Financial Services first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96M in Q4 2024. 2,602 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Miller Financial Services held 13,062 shares of Apple worth $3.78M as of Q2 2026.
Miller Financial Services sold 179 Apple shares in Q2 2026, an estimated $51.2K.
Apple made up 3.04% of Miller Financial Services's portfolio in Q2 2026, its #4 holding.
Miller Financial Services first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Apple position peaked at $4.96M in Q4 2024.
2,602 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.