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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millington Financial Advisors's AAPL Position: Q1 2026 in Review

Millington Financial Advisors reduced its Apple (AAPL) stake by 10% in Q1 2026, selling an estimated $243K and leaving 8,023 shares worth $2.15M. The position accounts for 0.9% of the portfolio, ranked #35.

Millington Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Millington Financial Advisors held 8,023 shares of Apple worth $2.15M as of Q1 2026.
  • Millington Financial Advisors sold 935 Apple shares in Q1 2026, an estimated $243K.
  • Apple made up 0.9% of Millington Financial Advisors's portfolio in Q1 2026, its #35 holding.
  • Millington Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's Apple position peaked at $2.49M in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.