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Meritas Wealth Management’s Apple AAPL Stock Holding History

Meritas Wealth Management’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 		$10.6M Sell
36,682
-1,707
-4% -$488K 4.15% 8
2026
Q1 		$9.74M Sell
38,389
-2,163
-5% -$563K 4.41% 8
2025
Q4 		$11M Sell
40,552
-59
-0.1% -$15.8K 5.3% 7
2025
Q3 		$10.3M Sell
40,611
-4,415
-10% -$997K 5.12% 7
2025
Q2 		$9.24M Sell
45,026
-152
-0.3% -$30.7K 5.08% 7
2025
Q1 		$10M Sell
45,178
-249
-0.5% -$57.7K 5.89% 6
2024
Q4 		$11.4M Buy
45,427
+3,573
+9% +$842K 6.84% 5
2024
Q3 		$9.75M Buy
41,854
+273
+0.7% +$61K 6.03% 7
2024
Q2 		$8.76M Buy
41,581
+54
+0.1% +$10.1K 6.18% 7
2024
Q1 		$7.12M Buy
41,527
+150
+0.4% +$27.3K 4.96% 7
2023
Q4 		$7.97M Sell
41,377
-14,073
-25% -$2.6M 5.97% 6
2023
Q3 		$9.49M Sell
55,450
-2,122
-4% -$389K 7.27% 4
2023
Q2 		$11.2M Sell
57,572
-5,815
-9% -$1.01M 8.39% 3
2023
Q1 		$10.5M Buy
63,387
+650
+1% +$95.9K 8.22% 3
2022
Q4 		$8.15M Buy
+62,737
New +$8.97M 6.73% 4

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Meritas Wealth Management's AAPL Position: Q2 2026 in Review

Meritas Wealth Management reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $488K and leaving 36,682 shares worth $10.6M. The position accounts for 4.15% of the portfolio, ranked #8.

Meritas Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2024. 3,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Meritas Wealth Management held 36,682 shares of Apple worth $10.6M as of Q2 2026.
  • Meritas Wealth Management sold 1,707 Apple shares in Q2 2026, an estimated $488K.
  • Apple made up 4.15% of Meritas Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Meritas Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Meritas Wealth Management's Apple position peaked at $11.4M in Q4 2024.
  • 3,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.