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Apple shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth Management investment in Apple

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All positions including Apple held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 92k 171.18
2023-06-30 $19M 99k 193.97
2023-03-31 $16M 99k 164.84
2022-12-31 $13M 98k 129.93
2022-09-30 $14M 99k 138.20
2022-06-30 $13M 95k 136.72
2022-03-31 $16M 90k 174.61
2021-12-31 $12M 84k 136.96
2021-09-30 $12M 84k 141.50
2021-06-30 $12M 84k 136.96
2021-03-31 $7.8M 64k 122.15
2020-12-31 $10M 77k 132.70
2020-09-30 $9.1M 79k 115.81
2020-06-30 $8.5M 23k 364.80
2020-03-31 $6.8M 27k 254.28
2019-12-31 $8.0M 27k 293.65
2019-09-30 $6.1M 27k 223.96
2019-06-30 $57M 28k 2015.49
2019-03-31 $6.2M 33k 189.96
2018-12-31 $4.7M 32k 148.25
2018-09-30 $7.2M 32k 225.73
2018-06-30 $5.7M 31k 185.12
2018-03-31 $5.3M 31k 167.78
2017-12-31 $5.2M 31k 169.22
2017-09-30 $4.8M 31k 154.13
2017-06-30 $1.8M 12k 144.03
2017-03-31 $1.7M 12k 143.68
2016-12-31 $1.2M 10k 115.79
2016-09-30 $4.7M 42k 113.05
2016-06-30 $4.1M 43k 95.59
2016-03-31 $1.8M 16k 109.01
2015-12-31 $1.7M 16k 105.34
2015-09-30 $1.9M 17k 110.32
2015-06-30 $2.2M 17k 129.61
2015-03-31 $2.0M 16k 125.61
2014-12-31 $1.7M 16k 107.74
2014-03-31 $1.2M 2.1k 602.91
2013-12-31 $1.3M 2.3k 561.05

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple