Meritage Portfolio Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $89.3M | Sell |
328,546
-6,121
| -2% | -$1.64M | 5.93% | 1 |
|
|
2025
Q3 | $85.2M | Sell |
334,667
-73,676
| -18% | -$16.6M | 5.68% | 1 |
|
|
2025
Q2 | $83.8M | Sell |
408,343
-19,490
| -5% | -$3.94M | 5.3% | 2 |
|
|
2025
Q1 | $95M | Sell |
427,833
-8,097
| -2% | -$1.88M | 6.3% | 1 |
|
|
2024
Q4 | $109M | Sell |
435,930
-39,320
| -8% | -$9.27M | 6.77% | 1 |
|
|
2024
Q3 | $111M | Sell |
475,250
-3,859
| -0.8% | -$862K | 6.78% | 1 |
|
|
2024
Q2 | $101M | Sell |
479,109
-7,016
| -1% | -$1.31M | 6.37% | 1 |
|
|
2024
Q1 | $83.4M | Sell |
486,125
-17,321
| -3% | -$3.15M | 5.31% | 1 |
|
|
2023
Q4 | $96.9M | Buy |
503,446
+28,126
| +6% | +$5.19M | 6.39% | 1 |
|
|
2023
Q3 | $81.4M | Sell |
475,320
-3,099
| -0.6% | -$568K | 6.01% | 1 |
|
|
2023
Q2 | $92.8M | Sell |
478,419
-42,711
| -8% | -$7.44M | 6.57% | 1 |
|
|
2023
Q1 | $85.9M | Sell |
521,130
-58,956
| -10% | -$8.7M | 6.43% | 1 |
|
|
2022
Q4 | $75.4M | Sell |
580,086
-22,018
| -4% | -$3.15M | 5.9% | 1 |
|
|
2022
Q3 | $83.2M | Sell |
602,104
-4,116
| -0.7% | -$646K | 6.89% | 1 |
|
|
2022
Q2 | $82.9M | Sell |
606,220
-23,965
| -4% | -$3.63M | 6.43% | 1 |
|
|
2022
Q1 | $110M | Sell |
630,185
-13,698
| -2% | -$2.3M | 6.81% | 1 |
|
|
2021
Q4 | $114M | Sell |
643,883
-8,063
| -1% | -$1.27M | 6.48% | 1 |
|
|
2021
Q3 | $92.3M | Sell |
651,946
-553
| -0.1% | -$81.4K | 5.54% | 1 |
|
|
2021
Q2 | $89.4M | Sell |
652,499
-7,653
| -1% | -$992K | 5.39% | 1 |
|
|
2021
Q1 | $80.6M | Sell |
660,152
-26,913
| -4% | -$3.45M | 5.37% | 1 |
|
|
2020
Q4 | $91.2M | Buy |
687,065
+2,830
| +0.4% | +$340K | 6.7% | 1 |
|
|
2020
Q3 | $79.2M | Sell |
684,235
-2,249
| -0.3% | -$245K | 7.08% | 1 |
|
|
2020
Q2 | $62.6M | Buy |
686,484
+18,504
| +3% | +$1.43M | 6.02% | 1 |
|
|
2020
Q1 | $42.5M | Sell |
667,980
-102,104
| -13% | -$7.51M | 5.76% | 2 |
|
|
2019
Q4 | $56.5M | Sell |
770,084
-9,332
| -1% | -$600K | 4.97% | 1 |
|
|
2019
Q3 | $43.6M | Buy |
779,416
+29,636
| +4% | +$1.55M | 4.14% | 1 |
|
|
2019
Q2 | $37.1M | Buy |
749,780
+6,824
| +0.9% | +$333K | 3.78% | 1 |
|
|
2019
Q1 | $35.3M | Sell |
742,956
-5,932
| -0.8% | -$252K | 3.58% | 1 |
|
|
2018
Q4 | $29.5M | Sell |
748,888
-28,252
| -4% | -$1.37M | 3.37% | 2 |
|
|
2018
Q3 | $43.9M | Sell |
777,140
-3,604
| -0.5% | -$188K | 4.02% | 1 |
|
|
2018
Q2 | $36.1M | Buy |
780,744
+39,412
| +5% | +$1.79M | 3.52% | 1 |
|
|
2018
Q1 | $31.1M | Sell |
741,332
-20,292
| -3% | -$874K | 3% | 1 |
|
|
2017
Q4 | $32.2M | Buy |
761,624
+69,720
| +10% | +$2.91M | 3.09% | 1 |
|
|
2017
Q3 | $26.7M | Buy |
691,904
+12,512
| +2% | +$485K | 2.61% | 1 |
|
|
2017
Q2 | $24.5M | Sell |
679,392
-16,008
| -2% | -$592K | 2.52% | 1 |
|
|
2017
Q1 | $25M | Buy |
695,400
+9,548
| +1% | +$314K | 2.62% | 1 |
|
|
2016
Q4 | $19.9M | Sell |
685,852
-4,432
| -0.6% | -$126K | 2.17% | 1 |
|
|
2016
Q3 | $19.5M | Sell |
690,284
-4,416
| -0.6% | -$117K | 2.14% | 2 |
|
|
2016
Q2 | $16.6M | Sell |
694,700
-9,572
| -1% | -$238K | 1.87% | 2 |
|
|
2016
Q1 | $19.2M | Buy |
704,272
+3,500
| +0.5% | +$87.2K | 2.17% | 2 |
|
|
2015
Q4 | $18.4M | Sell |
700,772
-109,016
| -13% | -$3.12M | 2.08% | 1 |
|
|
2015
Q3 | $22.3M | Buy |
809,788
+125,812
| +18% | +$3.69M | 2.59% | 1 |
|
|
2015
Q2 | $21.4M | Buy |
683,976
+67,264
| +11% | +$2.15M | 2.25% | 1 |
|
|
2015
Q1 | $19.2M | Buy |
616,712
+9,964
| +2% | +$301K | 1.93% | 2 |
|
|
2014
Q4 | $16.7M | Sell |
606,748
-2,128
| -0.3% | -$57.9K | 1.78% | 2 |
|
|
2014
Q3 | $15.3M | Buy |
608,876
+240,204
| +65% | +$5.9M | 1.75% | 1 |
|
|
2014
Q2 | $8.56M | Sell |
368,672
-281,208
| -43% | -$5.98M | 0.93% | 10 |
|
|
2014
Q1 | $12.5M | Buy |
649,880
+176,512
| +37% | +$3.36M | 1.49% | 1 |
|
|
2013
Q4 | $9.48M | Sell |
473,368
-26,348
| -5% | -$498K | 1.17% | 7 |
|
|
2013
Q3 | $8.51M | Sell |
499,716
-142,772
| -22% | -$2.37M | 1.1% | 7 |
|
|
2013
Q2 | $9.1M | Buy |
+642,488
| New | +$9.88M | 1.3% | 4 |
|
Other funds holding AAPL
Meritage Portfolio Management's AAPL Position: Q4 2025 in Review
Meritage Portfolio Management reduced its Apple (AAPL) stake by 1.8% in Q4 2025, selling an estimated $1.64M and leaving 328,546 shares worth $89.3M. The position accounts for 5.93% of the portfolio, ranked #1.
Meritage Portfolio Management first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $114M in Q4 2021. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.
- Meritage Portfolio Management held 328,546 shares of Apple worth $89.3M as of Q4 2025.
- Meritage Portfolio Management sold 6,121 Apple shares in Q4 2025, an estimated $1.64M.
- Apple made up 5.93% of Meritage Portfolio Management's portfolio in Q4 2025, its #1 holding.
- Meritage Portfolio Management first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- Meritage Portfolio Management's Apple position peaked at $114M in Q4 2021.
- 6,092 funds tracked by Wall St. Rank held Apple as of Q4 2025.
Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.