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Marathon Capital Management’s Apple AAPL Stock Holding History

Marathon Capital Management’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
Q1 		$12.4M Buy
48,992
+172
+0.4% +$44.8K 2.79% 5
2025
Q4 		$13.3M Sell
48,820
-2,452
-5% -$658K 2.86% 6
2025
Q3 		$13.1M Sell
51,272
-2,077
-4% -$469K 2.99% 3
2025
Q2 		$10.9M Sell
53,349
-2,586
-5% -$522K 2.79% 5
2025
Q1 		$12.4M Sell
55,935
-1,854
-3% -$430K 3.31% 2
2024
Q4 		$14.5M Sell
57,789
-151
-0.3% -$35.6K 3.61% 2
2024
Q3 		$13.5M Sell
57,940
-1,019
-2% -$228K 3.27% 2
2024
Q2 		$12.4M Buy
58,959
+22
+0% +$4.1K 3.16% 3
2024
Q1 		$10.1M Buy
58,937
+361
+0.6% +$65.6K 2.41% 4
2023
Q4 		$11.3M Buy
58,576
+215
+0.4% +$39.7K 2.83% 2
2023
Q3 		$9.99M Sell
58,361
-863
-1% -$158K 2.51% 3
2023
Q2 		$11.5M Buy
59,224
+1,706
+3% +$297K 2.84% 3
2023
Q1 		$9.48M Sell
57,518
-308
-0.5% -$45.4K 2.33% 3
2022
Q4 		$7.51M Sell
57,826
-79
-0.1% -$11.3K 2.07% 6
2022
Q3 		$8M Buy
57,905
+17,745
+44% +$2.79M 2.29% 4
2022
Q2 		$5.49M Sell
40,160
-129
-0.3% -$19.5K 1.77% 7
2022
Q1 		$7.04M Buy
40,289
+36
+0.1% +$6.05K 2.02% 5
2021
Q4 		$7.15M Sell
40,253
-16,578
-29% -$2.62M 1.68% 4
2021
Q3 		$8.04M Buy
56,831
+14,933
+36% +$2.2M 1.83% 3
2021
Q2 		$5.74M Buy
41,898
+81
+0.2% +$10.5K 1.33% 8
2021
Q1 		$5.11M Buy
41,817
+328
+0.8% +$42.1K 1.35% 9
2020
Q4 		$5.5M Sell
41,489
-885
-2% -$106K 1.62% 4
2020
Q3 		$4.91M Sell
42,374
-598
-1% -$65.3K 1.79% 3
2020
Q2 		$3.92M Sell
42,972
-43,340
-50% -$3.36M 1.51% 7
2020
Q1 		$5.49M Sell
86,312
-24,128
-22% -$1.77M 2.52% 3
2019
Q4 		$8.11M Buy
110,440
+26,724
+32% +$1.72M 2.76% 3
2019
Q3 		$4.69M Sell
83,716
-376
-0.4% -$19.7K 1.89% 3
2019
Q2 		$4.16M Sell
84,092
-1,700
-2% -$82.8K 1.7% 3
2019
Q1 		$4.07M Buy
85,792
+50,288
+142% +$2.13M 1.82% 3
2018
Q4 		$1.4M Buy
35,504
+4,648
+15% +$225K 0.69% 24
2018
Q3 		$1.74M Sell
30,856
-660
-2% -$34.4K 0.67% 30
2018
Q2 		$1.46M Sell
31,516
-108
-0.3% -$4.9K 0.55% 38
2018
Q1 		$1.33M Buy
31,624
+2,052
+7% +$88.3K 0.52% 39
2017
Q4 		$1.25M Buy
29,572
+2,908
+11% +$122K 0.49% 36
2017
Q3 		$1.03M Buy
26,664
+2,536
+11% +$98.4K 0.43% 36
2017
Q2 		$869K Buy
24,128
+1,656
+7% +$61.2K 0.41% 37
2017
Q1 		$807K Sell
22,472
-372
-2% -$12.3K 0.4% 37
2016
Q4 		$661K Sell
22,844
-2,072
-8% -$58.7K 0.31% 41
2016
Q3 		$704K Sell
24,916
-260
-1% -$6.88K 0.35% 43
2016
Q2 		$602K Buy
25,176
+8
+0% +$199 0.31% 41
2016
Q1 		$686K Buy
25,168
+548
+2% +$13.7K 0.36% 37
2015
Q4 		$647K Buy
24,620
+8
+0% +$229 0.34% 38
2015
Q3 		$679K Buy
24,612
+2,368
+11% +$69.4K 0.34% 39
2015
Q2 		$698K Sell
22,244
-1,192
-5% -$38.1K 0.32% 40
2015
Q1 		$729K Buy
23,436
+968
+4% +$29.2K 0.32% 39
2014
Q4 		$620K Buy
22,468
+8
+0% +$218 0.57% 38
2014
Q3 		$566K Sell
22,460
-2,392
-10% -$58.7K 0.51% 40
2014
Q2 		$577K Sell
24,852
-96
-0.4% -$2.04K 0.46% 39
2014
Q1 		$478K Buy
24,948
+9,128
+58% +$174K 0.36% 40
2013
Q4 		$317K Buy
15,820
+84
+0.5% +$1.59K 0.23% 56
2013
Q3 		$268K Buy
15,736
+84
+0.5% +$1.39K 0.23% 58
2013
Q2 		$222K Buy
+15,652
New +$241K 0.19% 62

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marathon Capital Management's AAPL Position: Q1 2026 in Review

Marathon Capital Management increased its Apple (AAPL) stake by 0.35% in Q1 2026, buying an estimated $44.8K and bringing the position to 48,992 shares worth $12.4M. The position accounts for 2.79% of the portfolio, ranked #5.

Marathon Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Marathon Capital Management held 48,992 shares of Apple worth $12.4M as of Q1 2026.
  • Marathon Capital Management bought 172 Apple shares in Q1 2026, an estimated $44.8K.
  • Apple made up 2.79% of Marathon Capital Management's portfolio in Q1 2026, its #5 holding.
  • Marathon Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Marathon Capital Management's Apple position peaked at $14.5M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.