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Merkkuri Wealth Advisors’s Apple AAPL Stock Holding History

Merkkuri Wealth Advisors’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
Q1 		$700K Buy
2,759
+1
+0% +$260 0.46% 50
2025
Q4 		$750K Buy
2,758
+4
+0.1% +$1.07K 0.51% 48
2025
Q3 		$701K Sell
2,754
-47
-2% -$10.6K 0.51% 45
2025
Q2 		$575K Sell
2,801
-546
-16% -$110K 0.44% 48
2025
Q1 		$743K Sell
3,347
-1,515
-31% -$351K 0.64% 41
2024
Q4 		$1.22M Buy
4,862
+31
+0.6% +$7.31K 0.96% 34
2024
Q3 		$1.13M Buy
4,831
+191
+4% +$42.7K 0.89% 36
2024
Q2 		$975K Buy
+4,640
New +$865K 0.9% 35

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Merkkuri Wealth Advisors's AAPL Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Apple (AAPL) stake by 0.04% in Q1 2026, buying an estimated $260 and bringing the position to 2,759 shares worth $700K. The position accounts for 0.46% of the portfolio, ranked #50.

Merkkuri Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Merkkuri Wealth Advisors held 2,759 shares of Apple worth $700K as of Q1 2026.
  • Merkkuri Wealth Advisors bought 1 Apple share in Q1 2026, an estimated $260.
  • Apple made up 0.46% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Merkkuri Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Merkkuri Wealth Advisors's Apple position peaked at $1.22M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.