Merit Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $353M | Buy |
1,219,744
+234,563
| +24% | +$67.1M | 2.15% | 3 |
|
|
2026
Q1 | $250M | Buy |
985,181
+82,187
| +9% | +$21.4M | 1.86% | 5 |
|
|
2025
Q4 | $245M | Buy |
902,994
+121,324
| +16% | +$32.6M | 1.97% | 6 |
|
|
2025
Q3 | $199M | Buy |
781,670
+45,789
| +6% | +$10.3M | 1.83% | 6 |
|
|
2025
Q2 | $151M | Buy |
735,881
+66,014
| +10% | +$13.3M | 1.68% | 10 |
|
|
2025
Q1 | $149M | Buy |
669,867
+57,835
| +9% | +$13.4M | 2.23% | 5 |
|
|
2024
Q4 | $153M | Buy |
612,032
+109,741
| +22% | +$25.9M | 2.75% | 4 |
|
|
2024
Q3 | $117M | Sell |
502,291
-27,077
| -5% | -$6.05M | 2.62% | 7 |
|
|
2024
Q2 | $111M | Buy |
529,368
+4,077
| +0.8% | +$760K | 2.46% | 8 |
|
|
2024
Q1 | $96.3M | Buy |
525,291
+147,299
| +39% | +$26.8M | 2.29% | 8 |
|
|
2023
Q4 | $72.8M | Sell |
377,992
-84,685
| -18% | -$15.6M | 2.21% | 9 |
|
|
2023
Q3 | $79.2M | Buy |
462,677
+29,303
| +7% | +$5.37M | 2.59% | 7 |
|
|
2023
Q2 | $84.1M | Sell |
433,374
-5,056
| -1% | -$881K | 2.72% | 7 |
|
|
2023
Q1 | $72.3M | Sell |
438,430
-59,705
| -12% | -$8.81M | 2.63% | 6 |
|
|
2022
Q4 | $64.7M | Buy |
498,135
+75,995
| +18% | +$10.9M | 2.34% | 8 |
|
|
2022
Q3 | $58.3M | Sell |
422,140
-36,354
| -8% | -$5.71M | 2.53% | 8 |
|
|
2022
Q2 | $62.7M | Buy |
458,494
+237,809
| +108% | +$36M | 1.94% | 11 |
|
|
2022
Q1 | $38.5M | Buy |
220,685
+106,114
| +93% | +$17.8M | 2.32% | 6 |
|
|
2021
Q4 | $20.3M | Sell |
114,571
-3,251
| -3% | -$514K | 2% | 4 |
|
|
2021
Q3 | $16.7M | Buy |
117,822
+584
| +0.5% | +$86K | 1.75% | 5 |
|
|
2021
Q2 | $16.1M | Sell |
117,238
-3,849
| -3% | -$499K | 1.51% | 6 |
|
|
2021
Q1 | $14.8M | Buy |
121,087
+938
| +0.8% | +$120K | 1.55% | 6 |
|
|
2020
Q4 | $15.9M | Buy |
120,149
+24,652
| +26% | +$2.97M | 1.54% | 7 |
|
|
2020
Q3 | $11.1M | Buy |
95,497
+7,141
| +8% | +$779K | 1.01% | 9 |
|
|
2020
Q2 | $8.06M | Buy |
88,356
+2,616
| +3% | +$203K | 0.8% | 10 |
|
|
2020
Q1 | $5.45M | Buy |
85,740
+7,936
| +10% | +$584K | 0.61% | 12 |
|
|
2019
Q4 | $5.71M | Buy |
77,804
+35,176
| +83% | +$2.26M | 0.51% | 14 |
|
|
2019
Q3 | $2.39M | Buy |
42,628
+424
| +1% | +$22.2K | 0.26% | 23 |
|
|
2019
Q2 | $2.09M | Buy |
42,204
+520
| +1% | +$25.3K | 0.24% | 17 |
|
|
2019
Q1 | $1.98M | Buy |
41,684
+1,884
| +5% | +$79.9K | 0.24% | 21 |
|
|
2018
Q4 | $1.57M | Sell |
39,800
-948
| -2% | -$46K | 0.24% | 20 |
|
|
2018
Q3 | $2.3M | Buy |
40,748
+2,848
| +8% | +$148K | 0.37% | 14 |
|
|
2018
Q2 | $1.75M | Buy |
37,900
+5,612
| +17% | +$255K | 0.31% | 13 |
|
|
2018
Q1 | $1.35M | Sell |
32,288
-844
| -3% | -$36.3K | 0.27% | 15 |
|
|
2017
Q4 | $1.4M | Buy |
+33,132
| New | +$1.38M | 0.3% | 15 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
Merit Financial Group's AAPL Position: Q2 2026 in Review
Merit Financial Group increased its Apple (AAPL) stake by 24% in Q2 2026, buying an estimated $67.1M and bringing the position to 1,219,744 shares worth $353M. The position accounts for 2.15% of the portfolio, ranked #3.
Merit Financial Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 1,200 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Merit Financial Group held 1,219,744 shares of Apple worth $353M as of Q2 2026.
- Merit Financial Group bought 234,563 Apple shares in Q2 2026, an estimated $67.1M.
- Apple made up 2.15% of Merit Financial Group's portfolio in Q2 2026, its #3 holding.
- Merit Financial Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 1,200 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.