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MILESTONE ASSET MANAGEMENT, LLC → AAPL
MILESTONE ASSET MANAGEMENT, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
12
Latest value
$1.8M
Q3 2026
Peak value
$29.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10K |
| Q4 2025 | $21.4M |
| Q4 2025 | $319K |
| Q1 2026 | $19.3M |
| Q1 2026 | $10K |
| Q1 2026 | $336K |
| Q2 2026 | $11K |
| Q2 2026 | $19.1M |
| Q2 2026 | $368K |
| Q3 2026 | $29.5M |
| Q3 2026 | $13K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 22.8K | — | — |
| Q3 2026 | $13K | 38 | — | — |
| Q3 2026 | $29.5M | 88.6K | — | — |
| Q2 2026 | $368K | 4.4K | — | — |
| Q2 2026 | $19.1M | 66.0K | — | — |
| Q2 2026 | $11K | 38 | — | — |
| Q1 2026 | $336K | 4.1K | — | — |
| Q1 2026 | $10K | 38 | — | — |
| Q1 2026 | $19.3M | 76.0K | — | — |
| Q4 2025 | $319K | 4.1K | — | — |
| Q4 2025 | $21.4M | 78.7K | — | — |
| Q4 2025 | $10K | 38 | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B