MWA
AAPL icon

Meridian Wealth Advisors’s Apple AAPL Stock Holding History

Meridian Wealth Advisors’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
Q1 		$23.7M Sell
93,479
-1,570
-2% -$409K 3.14% 4
2025
Q4 		$25.8M Sell
95,049
-4,313
-4% -$1.16M 3.58% 5
2025
Q3 		$25.3M Buy
99,362
+2,110
+2% +$477K 3.59% 6
2025
Q2 		$20M Buy
97,252
+1,248
+1% +$252K 3.15% 7
2025
Q1 		$21.3M Sell
96,004
-1,550
-2% -$359K 3.62% 5
2024
Q4 		$24.4M Buy
97,554
+1,185
+1% +$279K 4.03% 4
2024
Q3 		$22.5M Sell
96,369
-3,268
-3% -$730K 3.75% 5
2024
Q2 		$21M Sell
99,637
-4,181
-4% -$780K 3.74% 5
2024
Q1 		$17.8M Buy
103,818
+229
+0.2% +$41.6K 3.34% 5
2023
Q4 		$19.9M Sell
103,589
-174
-0.2% -$32.1K 4.37% 4
2023
Q3 		$17.8M Buy
103,763
+1,201
+1% +$220K 4.44% 3
2023
Q2 		$19.9M Sell
102,562
-12,114
-11% -$2.11M 4.81% 3
2023
Q1 		$18.9M Sell
114,676
-597
-0.5% -$88.1K 4.73% 3
2022
Q4 		$15M Sell
115,273
-2,663
-2% -$381K 3.86% 3
2022
Q3 		$16.3M Sell
117,936
-1,512
-1% -$237K 4.59% 4
2022
Q2 		$16.3M Sell
119,448
-11,536
-9% -$1.75M 4.34% 3
2022
Q1 		$22.9M Buy
130,984
+520
+0.4% +$87.4K 5.3% 3
2021
Q4 		$23.2M Buy
130,464
+1,090
+0.8% +$172K 5.63% 2
2021
Q3 		$18.3M Buy
129,374
+1,176
+0.9% +$173K 5.1% 3
2021
Q2 		$17.6M Buy
128,198
+9,979
+8% +$1.29M 4.97% 3
2021
Q1 		$14.4M Sell
118,219
-882
-0.7% -$113K 4.8% 3
2020
Q4 		$15.8M Buy
119,101
+21,543
+22% +$2.59M 5.77% 2
2020
Q3 		$11.3M Buy
97,558
+32,802
+51% +$3.58M 4.86% 3
2020
Q2 		$5.91M Sell
64,756
-15,020
-19% -$1.16M 2.73% 7
2020
Q1 		$5.07M Sell
79,776
-72,040
-47% -$5.3M 2.8% 7
2019
Q4 		$11.1M Sell
151,816
-35,348
-19% -$2.27M 4.39% 3
2019
Q3 		$10.5M Buy
187,164
+132,268
+241% +$6.92M 4.48% 3
2019
Q2 		$2.78M Buy
54,896
+616
+1% +$30K 1.94% 9
2019
Q1 		$2.58M Buy
54,280
+1,408
+3% +$59.7K 1.88% 9
2018
Q4 		$2.08M Buy
+52,872
New +$2.56M 1.6% 9

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meridian Wealth Advisors's AAPL Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $409K and leaving 93,479 shares worth $23.7M. The position accounts for 3.14% of the portfolio, ranked #4.

Meridian Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.8M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Meridian Wealth Advisors held 93,479 shares of Apple worth $23.7M as of Q1 2026.
  • Meridian Wealth Advisors sold 1,570 Apple shares in Q1 2026, an estimated $409K.
  • Apple made up 3.14% of Meridian Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Meridian Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Apple position peaked at $25.8M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.