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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
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
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

Miller Wealth Advisors's AAPL Position: Q2 2026 in Review

Miller Wealth Advisors reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $505K and leaving 157,683 shares worth $45.6M. The position accounts for 19.28% of the portfolio, ranked #2.

Miller Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Miller Wealth Advisors held 157,683 shares of Apple worth $45.6M as of Q2 2026.
  • Miller Wealth Advisors sold 1,765 Apple shares in Q2 2026, an estimated $505K.
  • Apple made up 19.28% of Miller Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Miller Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.