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Milestone Asset Management Group, LLC → AAPL

Milestone Asset Management Group, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$8.8M
Q3 2026
Peak value
$8.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.2M
Q4 2025$6.1M
Q1 2026$5.7M
Q2 2026$6.5M
Q3 2026$8.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.8M26.5K——
Q2 2026$6.5M22.3K——
Q1 2026$5.7M22.4K——
Q4 2025$6.1M22.5K——
Q3 2025$5.2M20.4K——

Other funds holding AAPL

Other Milestone Asset Management Group, LLC positions

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INVESCO QQQ TR

$11.2M
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VANGUARD INDEX FDS

$10.2M
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INVESCO QQQ TR

$10.1M
GLXY

GALAXY DIGITAL INC.

$9.5M
VGES

VANGUARD INDEX FDS

$9.1M
VGES

VANGUARD WORLD FD

$8.4M
QQQ

INVESCO QQQ TR

$8.4M
QQQ

INVESCO QQQ TR

$7.8M