Mills Wealth Advisors’s Apple AAPL Stock Holding History

Mills 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	$316K	Sell	1,093 -150	-12%	-$42.9K	0.1%	64
2026 Q1	$316K	Buy	1,243 +89	+8%	+$23.2K	0.11%	59
2025 Q4	$314K	Buy	1,154 +38	+3%	+$10.2K	0.12%	54
2025 Q3	$284K	Hold	1,116	–	–	0.12%	56
2025 Q2	$229K	Buy	1,116 +32	+3%	+$6.46K	0.11%	61
2025 Q1	$241K	Sell	1,084 -81	-7%	-$18.8K	0.13%	56
2024 Q4	$292K	Buy	1,165 +106	+10%	+$25K	0.17%	45
2024 Q3	$247K	Hold	1,059	–	–	0.17%	47
2024 Q2	$223K	Buy	+1,059	New	+$197K	0.16%	48

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Mills Wealth Advisors reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $42.9K and leaving 1,093 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #64.

Mills Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Mills Wealth Advisors held 1,093 shares of Apple worth $316K as of Q2 2026.
Mills Wealth Advisors sold 150 Apple shares in Q2 2026, an estimated $42.9K.
Apple made up 0.1% of Mills Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Mills Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.