Marion Wealth Management
AAPL icon

Marion Wealth Management’s Apple AAPL Stock Holding History

Marion Wealth 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
Q3 		$13.5M Sell
40,625
-288
-0.7% -$92.5K 2.66% 9
2026
Q2 		$11.8M Buy
40,913
+1,605
+4% +$459K 2.41% 10
2026
Q1 		$10M Buy
39,308
+1,789
+5% +$466K 2.21% 11
2025
Q4 		$9.31M Sell
37,519
-248
-0.7% -$66.6K 2.07% 13
2025
Q3 		$9.6M Sell
37,767
-172
-0.5% -$38.9K 2.28% 11
2025
Q2 		$7.78M Buy
37,939
+296
+0.8% +$59.8K 1.95% 13
2025
Q1 		$8.36M Buy
37,643
+1,241
+3% +$288K 2.23% 10
2024
Q4 		$9.12M Buy
36,402
+400
+1% +$94.3K 2.42% 11
2024
Q3 		$8.39M Buy
36,002
+820
+2% +$183K 2.24% 11
2024
Q2 		$7.41M Buy
35,182
+1,192
+4% +$222K 2.18% 11
2024
Q1 		$5.83M Buy
33,990
+251
+0.7% +$45.6K 1.74% 15
2023
Q4 		$6.5M Sell
33,739
-1,572
-4% -$290K 2.08% 12
2023
Q3 		$6.05M Buy
35,311
+1,242
+4% +$228K 2.13% 12
2023
Q2 		$6.61M Buy
34,069
+35
+0.1% +$6.1K 2.35% 11
2023
Q1 		$5.61M Buy
34,034
+2,148
+7% +$317K 2.09% 12
2022
Q4 		$4.14M Buy
31,886
+4,862
+18% +$695K 1.75% 16
2022
Q3 		$3.74M Buy
27,024
+4,393
+19% +$689K 1.92% 15
2022
Q2 		$3.09M Buy
22,631
+1,308
+6% +$198K 1.62% 19
2022
Q1 		$3.72M Sell
21,323
-645
-3% -$108K 1.82% 16
2021
Q4 		$3.9M Buy
+21,968
New +$3.47M 1.85% 16

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Marion Wealth Management's AAPL Position: Q3 2026 in Review

Marion Wealth Management reduced its Apple (AAPL) stake by 0.7% in Q3 2026, selling an estimated $92.5K and leaving 40,625 shares worth $13.5M. The position accounts for 2.66% of the portfolio, ranked #9.

Marion Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Marion Wealth Management held 40,625 shares of Apple worth $13.5M as of Q3 2026.
  • Marion Wealth Management sold 288 Apple shares in Q3 2026, an estimated $92.5K.
  • Apple made up 2.66% of Marion Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Marion Wealth Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.