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Apple shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 47k 233.00
2024-06-30 $7.6M 36k 210.62
2024-03-31 $7.8M 46k 171.48
2023-12-31 $1.4M 7.5k 192.50
2023-09-30 $1.2M 7.1k 173.74
2023-06-30 $1.2M 6.4k 193.97
2023-03-31 $1.1M 7.0k 164.90
2022-12-31 $768k 5.4k 141.11

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding Apple

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T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple