Meridian Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-800
Closed -$59K 185
2019
Q4
$59K Buy
+800
New +$51.5K 0.04% 122

Other funds holding AAPL

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

Meridian Wealth Partners increased its Apple (AAPL) stake by 1.4% in Q1 2026, buying an estimated $139K and bringing the position to 37,491 shares worth $9.51M. The position accounts for 1.31% of the portfolio, ranked #17.

Meridian Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.2M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Meridian Wealth Partners held 37,491 shares of Apple worth $9.51M as of Q1 2026.
  • Meridian Wealth Partners bought 535 Apple shares in Q1 2026, an estimated $139K.
  • Apple made up 1.31% of Meridian Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Meridian Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Apple position peaked at $11.2M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.