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Meriwether Wealth & Planning, LLC → AAPL

Meriwether Wealth & Planning, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.8M
Q4 2025$1.8M
Q1 2026$1.7M
Q2 2026$2.1M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M7.0K——
Q2 2026$2.1M7.1K——
Q1 2026$1.7M6.8K——
Q4 2025$1.8M6.6K——
Q3 2025$1.8M6.9K——

Other funds holding AAPL

Other Meriwether Wealth & Planning, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$24.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.4M