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Apple shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 20k 254.62
2025-06-30 $4.2M 20k 205.17
2025-03-31 $4.4M 20k 222.12
2024-12-31 $4.9M 20k 250.42

More positions owned by Milestone Asset Management Group

Galaxy Digital Cl A (GLXY)
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Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding Apple

Vanguard Group
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State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple