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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
Q2 		$11.8M Buy
40,913
+1,605
+4% +$459K 2.41% 10
2026
Q1 		$9.98M 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 		$9.62M 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 		$3.73M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marion Wealth Management's AAPL Position: Q2 2026 in Review

Marion Wealth Management increased its Apple (AAPL) stake by 4.1% in Q2 2026, buying an estimated $459K and bringing the position to 40,913 shares worth $11.8M. The position accounts for 2.41% of the portfolio, ranked #10.

Marion Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Marion Wealth Management held 40,913 shares of Apple worth $11.8M as of Q2 2026.
  • Marion Wealth Management bought 1,605 Apple shares in Q2 2026, an estimated $459K.
  • Apple made up 2.41% of Marion Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Marion Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.