MWP
AAPL icon

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
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

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

Meriwether Wealth & Planning's AAPL Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Apple (AAPL) stake by 5.1% in Q2 2026, buying an estimated $98.1K and bringing the position to 7,105 shares worth $2.06M. The position accounts for 1.02% of the portfolio, ranked #20.

Meriwether Wealth & Planning first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Meriwether Wealth & Planning held 7,105 shares of Apple worth $2.06M as of Q2 2026.
  • Meriwether Wealth & Planning bought 343 Apple shares in Q2 2026, an estimated $98.1K.
  • Apple made up 1.02% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #20 holding.
  • Meriwether Wealth & Planning first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.