Miller Wealth Advisors’s Apple AAPL Stock Holding History

Miller Wealth 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 Q3	$52M	Sell	156,064 -1,619	-1%	-$520K	19.78%	2
2026 Q2	$45.6M	Sell	157,683 -1,765	-1%	-$505K	19.28%	2
2026 Q1	$40.5M	Sell	159,448 -1,866	-1%	-$486K	15.58%	3
2025 Q4	$43.9M	Sell	161,314 -802	-0.5%	-$215K	16.2%	2
2025 Q3	$41.3M	Sell	162,116 -736	-0.5%	-$166K	16.66%	2
2025 Q2	$33.4M	Sell	162,852 -2,239	-1%	-$452K	15.64%	2
2025 Q1	$36.7M	Sell	165,091 -1,194	-0.7%	-$277K	20.35%	3
2024 Q4	$41.6M	Sell	166,285 -2,855	-2%	-$673K	21.23%	2
2024 Q3	$39.3M	Sell	169,140 -3,042	-2%	-$679K	21.4%	2
2024 Q2	$36.3M	Sell	172,182 -1,486	-0.9%	-$277K	19.62%	2
2024 Q1	$29.8M	Sell	173,668 -9,403	-5%	-$1.71M	17.78%	3
2023 Q4	$35.2M	Sell	183,071 -3,292	-2%	-$608K	22.61%	2
2023 Q3	$31.9M	Sell	186,363 -515	-0.3%	-$94.4K	21.71%	3
2023 Q2	$36.2M	Buy	186,878 +180,663	+2,907%	+$31.5M	24.45%	2
2023 Q1	$1.92M	Sell	6,215 -230,401	-97%	-$34M	9.32%	3
2022 Q4	$31.1M	Buy	236,616 +42,684	+22%	+$6.1M	21.56%	3
2022 Q3	$26.5M	Hold	193,932	–	–	21.64%	3
2022 Q2	$26.5M	Sell	193,932 -3,441	-2%	-$521K	22.01%	3
2022 Q1	$34.5M	Buy	197,373 +1,691	+0.9%	+$284K	22.37%	2
2021 Q4	$34.7M	Buy	+195,682	New	+$30.9M	23.37%	2

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Miller Wealth Advisors's AAPL Position: Q3 2026 in Review

Miller Wealth Advisors reduced its Apple (AAPL) stake by 1% in Q3 2026, selling an estimated $520K and leaving 156,064 shares worth $52M. The position accounts for 19.78% of the portfolio, ranked #2.

Miller Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Miller Wealth Advisors held 156,064 shares of Apple worth $52M as of Q3 2026.
Miller Wealth Advisors sold 1,619 Apple shares in Q3 2026, an estimated $520K.
Apple made up 19.78% of Miller Wealth Advisors's portfolio in Q3 2026, its #2 holding.
Miller Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.