Richards, Merrill & Peterson
AAPL icon

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

Richards, Merrill & Peterson’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
Q3 		$17.2M Sell
51,599
-1,475
-3% -$474K 5.24% 2
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 		$9.6M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Richards, Merrill & Peterson's AAPL Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Apple (AAPL) stake by 2.8% in Q3 2026, selling an estimated $474K and leaving 51,599 shares worth $17.2M. The position accounts for 5.24% of the portfolio, ranked #2.

Richards, Merrill & Peterson first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,146 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Richards, Merrill & Peterson held 51,599 shares of Apple worth $17.2M as of Q3 2026.
  • Richards, Merrill & Peterson sold 1,475 Apple shares in Q3 2026, an estimated $474K.
  • Apple made up 5.24% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #2 holding.
  • Richards, Merrill & Peterson first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,146 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.