MilWealth Group’s Apple AAPL Stock Holding History

MilWealth 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	$364K	Sell	1,258 -13	-1%	-$3.72K	0.08%	24
2026 Q1	$323K	Hold	1,271	–	–	0.08%	25
2025 Q4	$346K	Sell	1,271 -230	-15%	-$61.7K	0.08%	25
2025 Q3	$382K	Hold	1,501	–	–	0.09%	22
2025 Q2	$308K	Hold	1,501	–	–	0.08%	24
2025 Q1	$333K	Hold	1,501	–	–	0.09%	23
2024 Q4	$376K	Hold	1,501	–	–	0.1%	22
2024 Q3	$350K	Hold	1,501	–	–	0.1%	24
2024 Q2	$316K	Hold	1,501	–	–	0.1%	24
2024 Q1	$257K	Hold	1,501	–	–	0.08%	24
2023 Q4	$289K	Hold	1,501	–	–	0.1%	24
2023 Q3	$257K	Hold	1,501	–	–	0.1%	22
2023 Q2	$291K	Hold	1,501	–	–	0.11%	20
2023 Q1	$248K	Hold	1,501	–	–	0.1%	21
2022 Q4	$195K	Hold	1,501	–	–	0.08%	22
2022 Q3	$207K	Hold	1,501	–	–	0.09%	23
2022 Q2	$205K	Hold	1,501	–	–	0.09%	22
2022 Q1	$262K	Sell	1,501 -39	-3%	-$6.56K	0.1%	26
2021 Q4	$273K	Hold	1,540	–	–	0.1%	23
2021 Q3	$218K	Buy	1,540 +39	+3%	+$5.74K	0.08%	22
2021 Q2	$206K	Hold	1,501	–	–	0.09%	22
2021 Q1	$183K	Hold	1,501	–	–	0.09%	21
2020 Q4	$199K	Hold	1,501	–	–	0.1%	20
2020 Q3	$174K	Buy	1,501 +1	+0.1%	+$109	0.1%	20
2020 Q2	$137K	Hold	1,500	–	–	0.08%	25
2020 Q1	$95.4K	Hold	1,500	–	–	0.07%	28
2019 Q4	$110K	Hold	1,500	–	–	0.09%	24
2019 Q3	$84.1K	Hold	1,500	–	–	0.07%	24
2019 Q2	$74.3K	Hold	1,500	–	–	0.06%	24
2019 Q1	$71.3K	Sell	1,500 -420	-22%	-$17.8K	0.06%	24
2018 Q4	$75.8K	Buy	+1,920	New	+$93.1K	0.07%	24

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MilWealth Group's AAPL Position: Q2 2026 in Review

MilWealth Group reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $3.72K and leaving 1,258 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #24.

MilWealth Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $382K in Q3 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

MilWealth Group held 1,258 shares of Apple worth $364K as of Q2 2026.
MilWealth Group sold 13 Apple shares in Q2 2026, an estimated $3.72K.
Apple made up 0.08% of MilWealth Group's portfolio in Q2 2026, its #24 holding.
MilWealth Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's Apple position peaked at $382K in Q3 2025.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.