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Millington Financial Advisors’s Apple AAPL Stock Holding History

Millington Financial 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 		$2.89M Buy
8,670
+647
+8% +$185K 1.14% 27
2026
Q1 		$2.15M Sell
8,023
-935
-10% -$243K 0.9% 35
2025
Q4 		$2.49M Buy
8,958
+21
+0.2% +$5.64K 1.1% 27
2025
Q3 		$2.21M Buy
8,937
+2,181
+32% +$493K 1.07% 33
2025
Q2 		$1.45M Sell
6,756
-641
-9% -$129K 0.73% 45
2025
Q1 		$1.47M Buy
7,397
+4
+0.1% +$927 0.9% 39
2024
Q4 		$1.69M Buy
7,393
+19
+0.3% +$4.48K 0.98% 32
2024
Q3 		$1.72M Sell
7,374
-1,466
-17% -$327K 1.07% 32
2024
Q2 		$1.86M Buy
8,840
+5
+0.1% +$932 1.29% 23
2024
Q1 		$1.52M Sell
8,835
-123
-1% -$22.4K 1.08% 29
2023
Q4 		$1.72M Sell
8,958
-103
-1% -$19K 1.38% 20
2023
Q3 		$1.55M Sell
9,061
-460
-5% -$84.4K 1.39% 22
2023
Q2 		$1.85M Buy
9,521
+67
+0.7% +$11.7K 1.64% 17
2023
Q1 		$1.56M Buy
9,454
+213
+2% +$31.4K 1.44% 19
2022
Q4 		$1.2M Buy
+9,241
New +$1.32M 1.17% 25

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

Millington Financial Advisors's AAPL Position: Q2 2026 in Review

Millington Financial Advisors increased its Apple (AAPL) stake by 8.1% in Q2 2026, buying an estimated $185K and bringing the position to 8,670 shares worth $2.89M. The position accounts for 1.14% of the portfolio, ranked #27.

Millington Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Millington Financial Advisors held 8,670 shares of Apple worth $2.89M as of Q2 2026.
  • Millington Financial Advisors bought 647 Apple shares in Q2 2026, an estimated $185K.
  • Apple made up 1.14% of Millington Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Millington Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.