MFG
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Marmo Financial Group’s Apple AAPL Stock Holding History

Marmo Financial Group’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
Q1 		$524K Buy
2,065
+83
+4% +$21.6K 0.26% 26
2025
Q4 		$539K Hold
1,982
– – 0.26% 27
2025
Q3 		$505K Buy
1,982
+5
+0.3% +$1.13K 0.24% 24
2025
Q2 		$406K Buy
1,977
+58
+3% +$11.7K 0.2% 22
2025
Q1 		$426K Sell
1,919
-99
-5% -$22.9K 0.23% 21
2024
Q4 		$505K Buy
2,018
+41
+2% +$9.66K 0.27% 20
2024
Q3 		$460K Buy
1,977
+296
+18% +$66.1K 0.25% 22
2024
Q2 		$354K Hold
1,681
– – 0.21% 22
2024
Q1 		$288K Buy
1,681
+607
+57% +$110K 0.18% 23
2023
Q4 		$207K Buy
+1,074
New +$198K 0.16% 18
2023
Q3 		– Sell
-1,069
Closed -$207K – 18
2023
Q2 		$207K Buy
+1,069
New +$186K 0.19% 17

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marmo Financial Group's AAPL Position: Q1 2026 in Review

Marmo Financial Group increased its Apple (AAPL) stake by 4.2% in Q1 2026, buying an estimated $21.6K and bringing the position to 2,065 shares worth $524K. The position accounts for 0.26% of the portfolio, ranked #26.

Marmo Financial Group first reported a position in AAPL in Q2 2023 and has held it in 11 quarters since. The position peaked at $539K in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Marmo Financial Group held 2,065 shares of Apple worth $524K as of Q1 2026.
  • Marmo Financial Group bought 83 Apple shares in Q1 2026, an estimated $21.6K.
  • Apple made up 0.26% of Marmo Financial Group's portfolio in Q1 2026, its #26 holding.
  • Marmo Financial Group first reported a position in Apple in Q2 2023 and has held it in 11 quarters since.
  • Marmo Financial Group's Apple position peaked at $539K in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.