Marietta Investment Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.4M | Sell |
143,388
-407
| -0.3% | -$106K | 7.29% | 1 |
|
|
2025
Q4 | $39.1M | Sell |
143,795
-872
| -0.6% | -$234K | 7.76% | 1 |
|
|
2025
Q3 | $36.8M | Buy |
144,667
+2,316
| +2% | +$523K | 7.1% | 1 |
|
|
2025
Q2 | $29.2M | Sell |
142,351
-1,521
| -1% | -$307K | 6.39% | 1 |
|
|
2025
Q1 | $32M | Sell |
143,872
-859
| -0.6% | -$199K | 7.7% | 1 |
|
|
2024
Q4 | $36.2M | Sell |
144,731
-4,297
| -3% | -$1.01M | 7.98% | 1 |
|
|
2024
Q3 | $34.7M | Sell |
149,028
-2,683
| -2% | -$599K | 7.37% | 1 |
|
|
2024
Q2 | $32M | Sell |
151,711
-3,022
| -2% | -$564K | 7.02% | 1 |
|
|
2024
Q1 | $26.5M | Sell |
154,733
-9,228
| -6% | -$1.68M | 5.8% | 1 |
|
|
2023
Q4 | $31.6M | Sell |
163,961
-3,995
| -2% | -$738K | 7.86% | 1 |
|
|
2023
Q3 | $28.8M | Sell |
167,956
-2,319
| -1% | -$425K | 8.06% | 1 |
|
|
2023
Q2 | $33M | Sell |
170,275
-4,873
| -3% | -$849K | 8.56% | 1 |
|
|
2023
Q1 | $28.9M | Sell |
175,148
-2,400
| -1% | -$354K | 8.04% | 1 |
|
|
2022
Q4 | $23.1M | Sell |
177,548
-4,798
| -3% | -$686K | 6.53% | 1 |
|
|
2022
Q3 | $25.2M | Sell |
182,346
-4,146
| -2% | -$651K | 7.49% | 1 |
|
|
2022
Q2 | $25.5M | Buy |
186,492
+1,065
| +0.6% | +$161K | 7.6% | 1 |
|
|
2022
Q1 | $32.4M | Buy |
185,427
+119
| +0.1% | +$20K | 7.4% | 1 |
|
|
2021
Q4 | $32.9M | Sell |
185,308
-456
| -0.2% | -$72.1K | 6.94% | 1 |
|
|
2021
Q3 | $26.3M | Sell |
185,764
-240
| -0.1% | -$35.3K | 6.03% | 1 |
|
|
2021
Q2 | $25.5M | Sell |
186,004
-3,746
| -2% | -$485K | 5.81% | 1 |
|
|
2021
Q1 | $23.2M | Sell |
189,750
-1,378
| -0.7% | -$177K | 5.72% | 1 |
|
|
2020
Q4 | $25.4M | Sell |
191,128
-13,780
| -7% | -$1.66M | 6.47% | 1 |
|
|
2020
Q3 | $23.7M | Sell |
204,908
-41,520
| -17% | -$4.53M | 7.18% | 1 |
|
|
2020
Q2 | $22.5M | Buy |
246,428
+10,344
| +4% | +$802K | 7.47% | 1 |
|
|
2020
Q1 | $15M | Buy |
236,084
+35,588
| +18% | +$2.62M | 6.44% | 1 |
|
|
2019
Q4 | $14.7M | Sell |
200,496
-3,400
| -2% | -$219K | 4.81% | 1 |
|
|
2019
Q3 | $11.4M | Sell |
203,896
-15,160
| -7% | -$793K | 3.92% | 4 |
|
|
2019
Q2 | $10.8M | Sell |
219,056
-16,760
| -7% | -$817K | 3.57% | 4 |
|
|
2019
Q1 | $11.2M | Buy |
235,816
+544
| +0.2% | +$23.1K | 3.52% | 3 |
|
|
2018
Q4 | $9.28M | Buy |
235,272
+8,816
| +4% | +$427K | 3.55% | 4 |
|
|
2018
Q3 | $12.8M | Buy |
226,456
+3,032
| +1% | +$158K | 3.79% | 3 |
|
|
2018
Q2 | $10.3M | Buy |
223,424
+7,828
| +4% | +$355K | 3.21% | 4 |
|
|
2018
Q1 | $9.04M | Sell |
215,596
-4,920
| -2% | -$212K | 2.71% | 8 |
|
|
2017
Q4 | $9.33M | Sell |
220,516
-2,088
| -0.9% | -$87.3K | 2.65% | 8 |
|
|
2017
Q3 | $8.58M | Sell |
222,604
-1,860
| -0.8% | -$72.2K | 2.57% | 9 |
|
|
2017
Q2 | $8.08M | Sell |
224,464
-1,756
| -0.8% | -$64.9K | 2.6% | 9 |
|
|
2017
Q1 | $8.13M | Sell |
226,220
-2,960
| -1% | -$97.5K | 2.7% | 8 |
|
|
2016
Q4 | $6.64M | Sell |
229,180
-1,208
| -0.5% | -$34.2K | 2.33% | 7 |
|
|
2016
Q3 | $6.51M | Sell |
230,388
-15,576
| -6% | -$412K | 2.12% | 14 |
|
|
2016
Q2 | $5.88M | Sell |
245,964
-800
| -0.3% | -$19.9K | 2.1% | 17 |
|
|
2016
Q1 | $6.72M | Sell |
246,764
-16,880
| -6% | -$421K | 2.77% | 7 |
|
|
2015
Q4 | $6.94M | Sell |
263,644
-2,340
| -0.9% | -$66.9K | 2.8% | 6 |
|
|
2015
Q3 | $8.04M | Buy |
265,984
+2,012
| +0.8% | +$59K | 3.13% | 4 |
|
|
2015
Q2 | $8.28M | Sell |
263,972
-1,268
| -0.5% | -$40.6K | 3.22% | 5 |
|
|
2015
Q1 | $8.25M | Sell |
265,240
-15,880
| -6% | -$480K | 3.23% | 6 |
|
|
2014
Q4 | $7.76M | Buy |
281,120
+7,620
| +3% | +$207K | 3.11% | 5 |
|
|
2014
Q3 | $6.89M | Sell |
273,500
-3,604
| -1% | -$88.5K | 3.06% | 5 |
|
|
2014
Q2 | $6.44M | Sell |
277,104
-20,984
| -7% | -$447K | 2.67% | 4 |
|
|
2014
Q1 | $5.71M | Sell |
298,088
-25,648
| -8% | -$488K | 2.21% | 11 |
|
|
2013
Q4 | $6.49M | Sell |
323,736
-19,460
| -6% | -$368K | 2.36% | 8 |
|
|
2013
Q3 | $5.84M | Sell |
343,196
-10,696
| -3% | -$177K | 2.32% | 9 |
|
|
2013
Q2 | $5.01M | Buy |
+353,892
| New | +$5.44M | 2.17% | 13 |
|
Other funds holding AAPL
VCM
VPM
Marietta Investment Partners's AAPL Position: Q1 2026 in Review
Marietta Investment Partners reduced its Apple (AAPL) stake by 0.28% in Q1 2026, selling an estimated $106K and leaving 143,388 shares worth $36.4M. The position accounts for 7.29% of the portfolio, ranked #1.
Marietta Investment Partners first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.1M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Marietta Investment Partners held 143,388 shares of Apple worth $36.4M as of Q1 2026.
- Marietta Investment Partners sold 407 Apple shares in Q1 2026, an estimated $106K.
- Apple made up 7.29% of Marietta Investment Partners's portfolio in Q1 2026, its #1 holding.
- Marietta Investment Partners first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Marietta Investment Partners's Apple position peaked at $39.1M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.