Marathon Strategic Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$397K Hold
1,373
0.22% 38
2026
Q1
$348K Buy
1,373
+90
+7% +$23.4K 0.25% 41
2025
Q4
$349K Sell
1,283
-6
-0.5% -$1.61K 0.27% 39
2025
Q3
$328K Sell
1,289
-424
-25% -$95.8K 0.26% 41
2025
Q2
$351K Buy
1,713
+27
+2% +$5.45K 0.33% 34
2025
Q1
$374K Buy
1,686
+1
+0.1% +$232 0.4% 29
2024
Q4
$422K Sell
1,685
-20
-1% -$4.71K 0.46% 28
2024
Q3
$397K Sell
1,705
-107
-6% -$23.9K 0.42% 27
2024
Q2
$382K Sell
1,812
-176
-9% -$32.8K 0.45% 28
2024
Q1
$341K Hold
1,988
0.42% 19
2023
Q4
$383K Buy
+1,988
New +$367K 0.52% 24

Other funds holding AAPL

Marathon Strategic Advisors's AAPL Position: Q2 2026 in Review

Marathon Strategic Advisors held its Apple (AAPL) position steady in Q2 2026 at 1,373 shares worth $397K. The position accounts for 0.22% of the portfolio, ranked #38.

Marathon Strategic Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $422K in Q4 2024. 2,039 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Marathon Strategic Advisors held 1,373 shares of Apple worth $397K as of Q2 2026.
  • Marathon Strategic Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.22% of Marathon Strategic Advisors's portfolio in Q2 2026, its #38 holding.
  • Marathon Strategic Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Marathon Strategic Advisors's Apple position peaked at $422K in Q4 2024.
  • 2,039 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.