Apple shares owned by Merkkuri Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Merkkuri Wealth Advisors
from 13F filings
Historical chart of Merkkuri Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Merkkuri Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $701k | 2.8k | 254.67 |
| 2025-06-30 | $575k | 2.8k | 205.16 |
| 2025-03-31 | $744k | 3.3k | 222.13 |
| 2024-12-31 | $1.2M | 4.9k | 250.40 |
| 2024-09-30 | $1.1M | 4.8k | 233.04 |
| 2024-06-30 | $975k | 4.6k | 210.12 |