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Meridian Wealth Partners’s Apple AAPL Stock Holding History

Meridian Wealth Partners’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
Q2 		$10.5M Sell
36,455
-1,036
-3% -$296K 1.28% 18
2026
Q1 		$9.51M Buy
37,491
+535
+1% +$139K 1.31% 17
2025
Q4 		$10M Sell
36,956
-1,499
-4% -$402K 1.38% 17
2025
Q3 		$9.79M Sell
38,455
-1,714
-4% -$387K 1.35% 17
2025
Q2 		$8.24M Buy
40,169
+704
+2% +$142K 1.19% 20
2025
Q1 		$8.77M Sell
39,465
-5,093
-11% -$1.18M 1.4% 18
2024
Q4 		$11.2M Buy
44,558
+8,827
+25% +$2.08M 1.69% 16
2024
Q3 		$8.33M Sell
35,731
-3,504
-9% -$783K 1.29% 19
2024
Q2 		$8.26M Buy
39,235
+930
+2% +$173K 1.46% 15
2024
Q1 		$6.57M Buy
38,305
+6,126
+19% +$1.11M 1.19% 17
2023
Q4 		$6.2M Buy
32,179
+104
+0.3% +$19.2K 1.18% 17
2023
Q3 		$5.49M Buy
32,075
+1,070
+3% +$196K 1.14% 17
2023
Q2 		$6.01M Buy
31,005
+2,369
+8% +$413K 1.23% 16
2023
Q1 		$4.72M Sell
28,636
-1,477
-5% -$218K 1.03% 17
2022
Q4 		$3.91M Buy
30,113
+726
+2% +$104K 0.91% 16
2022
Q3 		$4.06M Buy
29,387
+426
+1% +$66.9K 1.02% 16
2022
Q2 		$3.96M Sell
28,961
-959
-3% -$145K 0.94% 17
2022
Q1 		$5.22M Buy
29,920
+587
+2% +$98.7K 1.1% 16
2021
Q4 		$5.21M Buy
29,333
+3,025
+11% +$478K 1.04% 19
2021
Q3 		$3.72M Sell
26,308
-355
-1% -$52.3K 0.81% 20
2021
Q2 		$3.65M Sell
26,663
-62
-0.2% -$8.03K 0.85% 18
2021
Q1 		$3.27M Buy
26,725
+3,434
+15% +$441K 0.98% 17
2020
Q4 		$3.09M Buy
23,291
+808
+4% +$97.2K 1.28% 13
2020
Q3 		$2.6M Buy
22,483
+939
+4% +$102K 1.31% 12
2020
Q2 		$1.97M Sell
21,544
-284
-1% -$22K 1.06% 14
2020
Q1 		$1.39M Buy
21,828
+1,680
+8% +$124K 0.83% 17
2019
Q4 		$1.48M Buy
+20,148
New +$1.3M 0.92% 14

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meridian Wealth Partners's AAPL Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Apple (AAPL) stake by 2.8% in Q2 2026, selling an estimated $296K and leaving 36,455 shares worth $10.5M. The position accounts for 1.28% of the portfolio, ranked #18.

Meridian Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q4 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Meridian Wealth Partners held 36,455 shares of Apple worth $10.5M as of Q2 2026.
  • Meridian Wealth Partners sold 1,036 Apple shares in Q2 2026, an estimated $296K.
  • Apple made up 1.28% of Meridian Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Meridian Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's Apple position peaked at $11.2M in Q4 2024.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.