Meritage Portfolio Management / AAPL
Meritage Portfolio Management’s Apple Inc Position
Does Meritage Portfolio Management own Apple Inc (AAPL)? Yes — 328.5K shares worth $89M (+5.93% of its 13F portfolio) as of Q4 2025, down from 334.7K shares the prior filed quarter.
Position Value
$89M
Q4 2025
Shares
328.5K
% of Portfolio
+5.93%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 328.5K | $89M | +5.93% |
| Q3 2025 | 334.7K | $85M | +5.68% |
| Q2 2025 | 408.3K | $84M | +5.30% |
| Q1 2025 | 427.8K | $95M | +6.30% |
| Q4 2024 | 435.9K | $109M | +6.77% |
| Q3 2024 | 475.3K | $111M | +6.78% |
| Q2 2024 | 479.1K | $101M | +6.37% |
| Q1 2024 | 486.1K | $83M | +5.31% |
| Q4 2023 | 503.4K | $97M | +6.39% |
| Q3 2023 | 475.3K | $81M | +6.01% |
| Q2 2023 | 478.4K | $93M | +6.57% |
| Q1 2023 | 521.1K | $86M | +6.43% |
| Q4 2022 | 580.1K | $75M | +5.90% |
| Q3 2022 | 602.1K | $83M | +6.89% |
| Q2 2022 | 606.2K | $83M | +6.43% |
| Q1 2022 | 630.2K | $110M | +6.81% |
| Q4 2021 | 643.9K | $114M | +6.48% |
| Q3 2021 | 651.9K | $92M | +5.54% |
| Q2 2021 | 652.5K | $89M | +5.39% |
| Q1 2021 | 660.2K | $81M | +5.37% |
| Q4 2020 | 687.1K | $91M | +6.70% |
| Q3 2020 | 684.2K | $79M | +7.08% |
| Q2 2020 | 171.6K | $63M | +6.02% |
| Q1 2020 | 167.0K | $42M | +5.76% |
| Q4 2019 | 192.5K | $57M | +4.97% |
| Q3 2019 | 194.9K | $44M | +4.14% |
| Q2 2019 | 187.4K | $37M | +3.78% |
| Q1 2019 | 185.7K | $35M | +3.58% |
| Q4 2018 | 187.2K | $30M | +3.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of AAPL.