Richards, Merrill & Peterson’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.4M Buy
53,074
+4,819
+10% +$1.38M 4.87% 1
2026
Q1
$12.2M Buy
48,255
+679
+1% +$177K 4.49% 2
2025
Q4
$12.9M Buy
47,576
+1,421
+3% +$381K 4.96% 2
2025
Q3
$11.8M Sell
46,155
-719
-2% -$162K 5.07% 2
2025
Q2
$9.62M Sell
46,874
-300
-0.6% -$60.6K 4.57% 3
2025
Q1
$10.5M Sell
47,174
-1,016
-2% -$235K 5.45% 1
2024
Q4
$12.1M Buy
+48,190
New +$11.4M 6.3% 1

Other funds holding AAPL

Richards, Merrill & Peterson's AAPL Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $1.38M and bringing the position to 53,074 shares worth $15.4M. The position accounts for 4.87% of the portfolio, ranked #1.

Richards, Merrill & Peterson first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,721 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Richards, Merrill & Peterson held 53,074 shares of Apple worth $15.4M as of Q2 2026.
  • Richards, Merrill & Peterson bought 4,819 Apple shares in Q2 2026, an estimated $1.38M.
  • Apple made up 4.87% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #1 holding.
  • Richards, Merrill & Peterson first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.