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Marotta Asset Management’s Apple AAPL Stock Holding History

Marotta Asset 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 		$1.87M Buy
6,368
+105
+2% +$30K 0.31% 47
2026
Q1 		$1.6M Sell
6,263
-400
-6% -$104K 0.29% 49
2025
Q4 		$1.81M Sell
6,663
-1,014
-13% -$272K 0.34% 49
2025
Q3 		$1.96M Buy
7,677
+119
+2% +$26.9K 0.37% 48
2025
Q2 		$1.55M Sell
7,558
-946
-11% -$191K 0.31% 49
2025
Q1 		$1.98M Buy
8,504
+248
+3% +$57.5K 0.39% 47
2024
Q4 		$2.01M Sell
8,256
-248
-3% -$58.4K 0.42% 44
2024
Q3 		$1.98M Sell
8,504
-49
-0.6% -$10.9K 0.39% 47
2024
Q2 		$1.85M Buy
8,553
+204
+2% +$38K 0.38% 49
2024
Q1 		$1.43M Sell
8,349
-12
-0.1% -$2.18K 0.3% 51
2023
Q4 		$1.61M Sell
8,361
-1,096
-12% -$202K 0.35% 45
2023
Q3 		$1.62M Sell
9,457
-21
-0.2% -$3.85K 0.37% 41
2023
Q2 		$1.84M Buy
+9,478
New +$1.65M 0.41% 38
2022
Q4 		$1.25M Sell
9,619
-222
-2% -$31.7K 0.3% 44
2022
Q3 		$1.19M Buy
9,841
+81
+0.8% +$12.7K 0.31% 42
2022
Q2 		$1.05M Sell
9,760
-1,251
-11% -$189K 0.26% 47
2022
Q1 		$1.5M Buy
11,011
+1,814
+20% +$305K 0.35% 40
2021
Q4 		$1.63M Sell
9,197
-759
-8% -$120K 0.37% 39
2021
Q3 		$1.3M Sell
9,956
-1,317
-12% -$194K 0.31% 41
2021
Q2 		$998K Sell
11,273
-1,166
-9% -$151K 0.24% 42
2021
Q1 		$669K Buy
12,439
+3,968
+47% +$509K 0.17% 48
2020
Q4 		$1.12M Buy
8,471
+110
+1% +$13.2K 0.3% 39
2020
Q3 		$968K Sell
8,361
-1,179
-12% -$129K 0.29% 40
2020
Q2 		$651K Sell
9,540
-416
-4% -$32.2K 0.21% 44
2020
Q1 		$600K Sell
9,956
-884
-8% -$65K 0.23% 44
2019
Q4 		$836K Buy
+10,840
New +$697K 0.26% 46

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Marotta Asset Management's AAPL Position: Q2 2026 in Review

Marotta Asset Management increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $30K and bringing the position to 6,368 shares worth $1.87M. The position accounts for 0.31% of the portfolio, ranked #47.

Marotta Asset Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.01M in Q4 2024. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Marotta Asset Management held 6,368 shares of Apple worth $1.87M as of Q2 2026.
  • Marotta Asset Management bought 105 Apple shares in Q2 2026, an estimated $30K.
  • Apple made up 0.31% of Marotta Asset Management's portfolio in Q2 2026, its #47 holding.
  • Marotta Asset Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's Apple position peaked at $2.01M in Q4 2024.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.