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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
Q2 		$786K Sell
2,718
-41
-1% -$11.7K 0.49% 46
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Merkkuri Wealth Advisors's AAPL Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $11.7K and leaving 2,718 shares worth $786K. The position accounts for 0.49% of the portfolio, ranked #46.

Merkkuri Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Merkkuri Wealth Advisors held 2,718 shares of Apple worth $786K as of Q2 2026.
  • Merkkuri Wealth Advisors sold 41 Apple shares in Q2 2026, an estimated $11.7K.
  • Apple made up 0.49% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Merkkuri Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • Merkkuri Wealth Advisors's Apple position peaked at $1.22M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.