MFG
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Merit Financial Group’s Apple AAPL Stock Holding History

Merit Financial Group’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 		$6.74M Sell
23,300
-1,000
-4% -$286K 0.04% 347
2026
Q1 		$327K Buy
24,300
+9,000
+59% +$2.34M ﹤0.01% 1605
2025
Q4 		$141K Buy
15,300
+2,500
+20% +$671K ﹤0.01% 1863
2025
Q3 		$135K Buy
+12,800
New +$2.89M ﹤0.01% 1720

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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 1,219,742 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. 1,337 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Merit Financial Group held 1,219,742 shares of Apple worth $353M as of Q2 2026.
  • Merit Financial Group bought 234,561 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.
  • 1,337 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.