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Meridian Wealth Management’s Apple AAPL Stock Holding History

Meridian Wealth Management’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 		$379K Buy
+2,000
New +$521K 0.01% 593

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 Management's AAPL Position: Q1 2026 in Review

Meridian Wealth Management reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $1.63M and leaving 422,545 shares worth $107M. The position accounts for 3.77% of the portfolio, ranked #3.

Meridian Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 37 quarters since. The position peaked at $120M in Q3 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Meridian Wealth Management held 422,545 shares of Apple worth $107M as of Q1 2026.
  • Meridian Wealth Management sold 6,260 Apple shares in Q1 2026, an estimated $1.63M.
  • Apple made up 3.77% of Meridian Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Meridian Wealth Management first reported a position in Apple in Q4 2016 and has held it in 37 quarters since.
  • Meridian Wealth Management's Apple position peaked at $120M in Q3 2023.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.