MF
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Meridian Financial’s Apple AAPL Stock Holding History

Meridian Financial’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
Q3 		$2.7M Buy
8,098
+1,306
+19% +$419K 1.26% 19
2026
Q2 		$1.97M Sell
6,792
-149
-2% -$42.6K 0.94% 26
2026
Q1 		$1.76M Sell
6,941
-63
-0.9% -$16.4K 0.96% 27
2025
Q4 		$1.9M Sell
7,004
-91
-1% -$24.4K 1.04% 25
2025
Q3 		$1.81M Sell
7,095
-624
-8% -$141K 1.02% 25
2025
Q2 		$1.58M Sell
7,719
-833
-10% -$168K 1.02% 27
2025
Q1 		$1.9M Sell
8,552
-118
-1% -$27.3K 1.33% 19
2024
Q4 		$2.17M Sell
8,670
-246
-3% -$58K 1.5% 17
2024
Q3 		$2.08M Sell
8,916
-373
-4% -$83.3K 1.39% 18
2024
Q2 		$1.96M Sell
9,289
-64
-0.7% -$11.9K 1.42% 18
2024
Q1 		$1.6M Sell
9,353
-19
-0.2% -$3.46K 1.2% 21
2023
Q4 		$1.8M Buy
9,372
+390
+4% +$72K 1.42% 19
2023
Q3 		$1.54M Sell
8,982
-210
-2% -$38.5K 1.43% 22
2023
Q2 		$1.78M Sell
9,192
-10
-0.1% -$1.74K 1.61% 17
2023
Q1 		$1.52M Sell
9,202
-587
-6% -$86.6K 1.47% 19
2022
Q4 		$1.27M Sell
9,789
-80
-0.8% -$11.4K 1.34% 20
2022
Q3 		$1.36M Buy
9,869
+2,118
+27% +$332K 1.59% 17
2022
Q2 		$1.06M Sell
7,751
-200
-3% -$30.3K 1.19% 23
2022
Q1 		$1.39M Sell
7,951
-40
-0.5% -$6.73K 1.44% 17
2021
Q4 		$1.42M Buy
+7,991
New +$1.26M 1.32% 20

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meridian Financial's AAPL Position: Q3 2026 in Review

Meridian Financial increased its Apple (AAPL) stake by 19% in Q3 2026, buying an estimated $419K and bringing the position to 8,098 shares worth $2.7M. The position accounts for 1.26% of the portfolio, ranked #19.

Meridian Financial first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Meridian Financial held 8,098 shares of Apple worth $2.7M as of Q3 2026.
  • Meridian Financial bought 1,306 Apple shares in Q3 2026, an estimated $419K.
  • Apple made up 1.26% of Meridian Financial's portfolio in Q3 2026, its #19 holding.
  • Meridian Financial first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.