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Millstone Evans Group’s Apple AAPL Stock Holding History

Millstone Evans Group’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 		$15.2M Sell
52,690
-4,092
-7% -$1.17M 8.25% 2
2026
Q1 		$14.4M Sell
56,782
-1
-0% -$260 8.65% 1
2025
Q4 		$15.4M Sell
56,783
-180
-0.3% -$48.3K 9.08% 1
2025
Q3 		$14.5M Sell
56,963
-27
-0% -$6.1K 9.21% 2
2025
Q2 		$11.7M Sell
56,990
-535
-0.9% -$108K 7.97% 2
2025
Q1 		$12.8M Buy
57,525
+739
+1% +$171K 8.67% 1
2024
Q4 		$14.2M Buy
+56,786
New +$13.4M 9.69% 1

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

Millstone Evans Group's AAPL Position: Q2 2026 in Review

Millstone Evans Group reduced its Apple (AAPL) stake by 7.2% in Q2 2026, selling an estimated $1.17M and leaving 52,690 shares worth $15.2M. The position accounts for 8.25% of the portfolio, ranked #2.

Millstone Evans Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Millstone Evans Group held 52,690 shares of Apple worth $15.2M as of Q2 2026.
  • Millstone Evans Group sold 4,092 Apple shares in Q2 2026, an estimated $1.17M.
  • Apple made up 8.25% of Millstone Evans Group's portfolio in Q2 2026, its #2 holding.
  • Millstone Evans Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Apple position peaked at $15.4M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.