Marietta Wealth Management’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 | $31.3M | Buy |
123,490
+601
| +0.5% | +$156K | 3.72% | 2 |
|
|
2025
Q4 | $33.4M | Sell |
122,889
-506
| -0.4% | -$136K | 3.86% | 3 |
|
|
2025
Q3 | $31.4M | Buy |
123,395
+2,129
| +2% | +$481K | 3.84% | 2 |
|
|
2025
Q2 | $24.9M | Buy |
121,266
+1,965
| +2% | +$397K | 3.24% | 3 |
|
|
2025
Q1 | $26.5M | Buy |
119,301
+1,986
| +2% | +$460K | 3.89% | 1 |
|
|
2024
Q4 | $29.4M | Buy |
117,315
+797
| +0.7% | +$188K | 4.21% | 2 |
|
|
2024
Q3 | $27.1M | Sell |
116,518
-235
| -0.2% | -$52.5K | 3.94% | 1 |
|
|
2024
Q2 | $24.6M | Buy |
116,753
+6,114
| +6% | +$1.14M | 3.83% | 2 |
|
|
2024
Q1 | $19M | Sell |
110,639
-124
| -0.1% | -$22.5K | 3.13% | 2 |
|
|
2023
Q4 | $21.3M | Sell |
110,763
-713
| -0.6% | -$132K | 3.8% | 1 |
|
|
2023
Q3 | $19.1M | Sell |
111,476
-4,786
| -4% | -$878K | 3.79% | 1 |
|
|
2023
Q2 | $22.6M | Sell |
116,262
-1,661
| -1% | -$289K | 4.25% | 1 |
|
|
2023
Q1 | $19.4M | Sell |
117,923
-478
| -0.4% | -$70.5K | 4.13% | 1 |
|
|
2022
Q4 | $15.3M | Buy |
118,401
+1,888
| +2% | +$270K | 3.47% | 1 |
|
|
2022
Q3 | $16.1M | Buy |
116,513
+202
| +0.2% | +$31.7K | 4.02% | 1 |
|
|
2022
Q2 | $15.9M | Buy |
116,311
+1,604
| +1% | +$243K | 3.84% | 1 |
|
|
2022
Q1 | $20M | Sell |
114,707
-771
| -0.7% | -$130K | 4.19% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
115,478
-1,526
| -1% | -$241K | 4.12% | 1 |
|
|
2021
Q3 | $16.6M | Buy |
117,004
+1,339
| +1% | +$197K | 3.62% | 1 |
|
|
2021
Q2 | $15.8M | Buy |
115,665
+2,773
| +2% | +$359K | 3.57% | 1 |
|
|
2021
Q1 | $13.8M | Buy |
112,892
+744
| +0.7% | +$95.5K | 3.44% | 1 |
|
|
2020
Q4 | $14.9M | Buy |
112,148
+1,008
| +0.9% | +$121K | 4.09% | 1 |
|
|
2020
Q3 | $12.9M | Sell |
111,140
-19,536
| -15% | -$2.13M | 4.01% | 1 |
|
|
2020
Q2 | $11.9M | Buy |
130,676
+320
| +0.2% | +$24.8K | 4.07% | 1 |
|
|
2020
Q1 | $8.36M | Sell |
130,356
-6,864
| -5% | -$505K | 3.26% | 1 |
|
|
2019
Q4 | $10.1M | Sell |
137,220
-7,464
| -5% | -$480K | 3.32% | 2 |
|
|
2019
Q3 | $8.1M | Buy |
144,684
+4,792
| +3% | +$251K | 2.95% | 2 |
|
|
2019
Q2 | $6.92M | Sell |
139,892
-820
| -0.6% | -$40K | 2.7% | 3 |
|
|
2019
Q1 | $6.68M | Buy |
140,712
+8,372
| +6% | +$355K | 2.74% | 3 |
|
|
2018
Q4 | $5.6M | Buy |
132,340
+7,420
| +6% | +$360K | 2.68% | 4 |
|
|
2018
Q3 | $7.05M | Buy |
124,920
+376
| +0.3% | +$19.6K | 3.12% | 1 |
|
|
2018
Q2 | $5.76M | Buy |
124,544
+1,744
| +1% | +$79.1K | 2.81% | 3 |
|
|
2018
Q1 | $5.15M | Buy |
122,800
+4,036
| +3% | +$174K | 2.7% | 4 |
|
|
2017
Q4 | $5.03M | Sell |
118,764
-13,104
| -10% | -$548K | 2.72% | 3 |
|
|
2017
Q3 | $5.08M | Sell |
131,868
-10,248
| -7% | -$398K | 2.84% | 3 |
|
|
2017
Q2 | $5.12M | Sell |
142,116
-392
| -0.3% | -$14.5K | 3.11% | 2 |
|
|
2017
Q1 | $5.12M | Buy |
142,508
+10,364
| +8% | +$341K | 3.4% | 1 |
|
|
2016
Q4 | $3.83M | Buy |
+132,144
| New | +$3.75M | 3.06% | 3 |
|
Other funds holding AAPL
VCM
VPM
Marietta Wealth Management's AAPL Position: Q1 2026 in Review
Marietta Wealth Management increased its Apple (AAPL) stake by 0.49% in Q1 2026, buying an estimated $156K and bringing the position to 123,490 shares worth $31.3M. The position accounts for 3.72% of the portfolio, ranked #2.
Marietta Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $33.4M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Marietta Wealth Management held 123,490 shares of Apple worth $31.3M as of Q1 2026.
- Marietta Wealth Management bought 601 Apple shares in Q1 2026, an estimated $156K.
- Apple made up 3.72% of Marietta Wealth Management's portfolio in Q1 2026, its #2 holding.
- Marietta Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Marietta Wealth Management's Apple position peaked at $33.4M in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.