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Merrion Investment Management’s Apple AAPL Stock Holding History

Merrion Investment 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 		$10.9M Hold
37,797
– – 5.18% 3
2026
Q1 		$9.59M Hold
37,797
– – 5.16% 3
2025
Q4 		$10.3M Hold
37,797
– – 5.53% 5
2025
Q3 		$9.62M Hold
37,797
– – 5.52% 5
2025
Q2 		$7.75M Sell
37,797
-9,894
-21% -$2M 5.03% 5
2025
Q1 		$10.6M Sell
47,691
-285
-0.6% -$66K 7.61% 2
2024
Q4 		$12M Sell
47,976
-2,805
-6% -$661K 8.36% 3
2024
Q3 		$11.8M Sell
50,781
-2,575
-5% -$575K 7.81% 2
2024
Q2 		$11.2M Sell
53,356
-570
-1% -$106K 7.73% 3
2024
Q1 		$9.25M Sell
53,926
-1,160
-2% -$211K 6.61% 4
2023
Q4 		$10.6M Sell
55,086
-1,000
-2% -$185K 8.33% 2
2023
Q3 		$9.6M Sell
56,086
-630
-1% -$116K 8.31% 2
2023
Q2 		$11M Sell
56,716
-2,500
-4% -$436K 9.33% 1
2023
Q1 		$9.76M Sell
59,216
-4,796
-7% -$708K 9.33% 1
2022
Q4 		$8.32M Sell
64,012
-705
-1% -$101K 7.75% 2
2022
Q3 		$8.94M Sell
64,717
-2,000
-3% -$314K 8.82% 2
2022
Q2 		$9.12M Sell
66,717
-1,200
-2% -$182K 8.83% 2
2022
Q1 		$11.9M Sell
67,917
-6,250
-8% -$1.05M 8.67% 2
2021
Q4 		$13.2M Sell
74,167
-3,100
-4% -$490K 9.66% 2
2021
Q3 		$10.9M Sell
77,267
-1,000
-1% -$147K 8.32% 2
2021
Q2 		$10.7M Buy
78,267
+1
+0% +$130 8.13% 3
2021
Q1 		$9.56M Sell
78,266
-39,400
-33% -$5.06M 7.98% 3
2020
Q4 		$15.6M Buy
+117,666
New +$14.2M 13.2% 1

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Merrion Investment Management's AAPL Position: Q2 2026 in Review

Merrion Investment Management held its Apple (AAPL) position steady in Q2 2026 at 37,797 shares worth $10.9M. The position accounts for 5.18% of the portfolio, ranked #3.

Merrion Investment Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.6M in Q4 2020. 2,319 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Merrion Investment Management held 37,797 shares of Apple worth $10.9M as of Q2 2026.
  • Merrion Investment Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 5.18% of Merrion Investment Management's portfolio in Q2 2026, its #3 holding.
  • Merrion Investment Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Merrion Investment Management's Apple position peaked at $15.6M in Q4 2020.
  • 2,319 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.