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 Q3	$4.3M	Sell	12,909 -153	-1%	-$49.1K	3.26%	4
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Miller Financial Services's AAPL Position: Q3 2026 in Review

Miller Financial Services reduced its Apple (AAPL) stake by 1.2% in Q3 2026, selling an estimated $49.1K and leaving 12,909 shares worth $4.3M. The position accounts for 3.26% of the portfolio, ranked #4.

Miller Financial Services first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.96M in Q4 2024. 2,658 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Miller Financial Services held 12,909 shares of Apple worth $4.3M as of Q3 2026.
Miller Financial Services sold 153 Apple shares in Q3 2026, an estimated $49.1K.
Apple made up 3.26% of Miller Financial Services's portfolio in Q3 2026, its #4 holding.
Miller Financial Services first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's Apple position peaked at $4.96M in Q4 2024.
2,658 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.