Meriwether Wealth & Planning’s Apple AAPL Stock Holding History

Meriwether Wealth & Planning’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 Q3	$2.34M	Sell	7,032 -73	-1%	-$23.4K	1.06%	18
2026 Q2	$2.06M	Buy	7,105 +343	+5%	+$98.1K	1.02%	20
2026 Q1	$1.72M	Buy	6,762 +132	+2%	+$34.4K	0.94%	19
2025 Q4	$1.8M	Sell	6,630 -270	-4%	-$72.5K	1.02%	16
2025 Q3	$1.76M	Sell	6,900 -264	-4%	-$59.6K	1.02%	16
2025 Q2	$1.47M	Buy	7,164 +580	+9%	+$117K	0.92%	19
2025 Q1	$1.46M	Sell	6,584 -166	-2%	-$38.5K	0.95%	17
2024 Q4	$1.69M	Buy	+6,750	New	+$1.59M	1.2%	16

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's AAPL Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Apple (AAPL) stake by 1% in Q3 2026, selling an estimated $23.4K and leaving 7,032 shares worth $2.34M. The position accounts for 1.06% of the portfolio, ranked #18.

Meriwether Wealth & Planning first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,617 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Meriwether Wealth & Planning held 7,032 shares of Apple worth $2.34M as of Q3 2026.
Meriwether Wealth & Planning sold 73 Apple shares in Q3 2026, an estimated $23.4K.
Apple made up 1.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #18 holding.
Meriwether Wealth & Planning first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
1,617 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.