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Marshall Financial Group (Maryland)’s Apple AAPL Stock Holding History

Marshall Financial Group (Maryland)’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 		$13.5M Sell
46,770
-216
-0.5% -$61.8K 1.97% 13
2026
Q1 		$11.9M Sell
46,986
-2,441
-5% -$635K 1.91% 14
2025
Q4 		$13.4M Sell
49,427
-9,307
-16% -$2.5M 2.61% 9
2025
Q3 		$15M Sell
58,734
-145
-0.2% -$32.8K 2.91% 8
2025
Q2 		$12.4M Buy
58,879
+300
+0.5% +$60.6K 2.42% 10
2025
Q1 		$13M Sell
58,579
-842
-1% -$195K 2.84% 10
2024
Q4 		$14.9M Buy
59,421
+3,126
+6% +$737K 3.6% 5
2024
Q3 		$13.1M Buy
56,295
+3,797
+7% +$848K 3.13% 7
2024
Q2 		$11.1M Buy
52,498
+757
+1% +$141K 3.09% 7
2024
Q1 		$8.87M Buy
51,741
+522
+1% +$94.9K 2.55% 6
2023
Q4 		$9.86M Buy
51,219
+116
+0.2% +$21.4K 3.18% 5
2023
Q3 		$8.75M Sell
51,103
-254
-0.5% -$46.6K 3.15% 5
2023
Q2 		$9.96M Sell
51,357
-1,522
-3% -$265K 3.4% 5
2023
Q1 		$8.72M Buy
52,879
+158
+0.3% +$23.3K 3.13% 5
2022
Q4 		$6.85M Buy
52,721
+125
+0.2% +$17.9K 2.66% 4
2022
Q3 		$7.27M Sell
52,596
-429
-0.8% -$67.3K 3.07% 5
2022
Q2 		$7.25M Buy
53,025
+2,166
+4% +$328K 2.9% 5
2022
Q1 		$8.88M Sell
50,859
-46
-0.1% -$7.74K 3.63% 4
2021
Q4 		$9.04M Buy
50,905
+2,949
+6% +$466K 3.33% 2
2021
Q3 		$6.79M Buy
47,956
+421
+0.9% +$62K 3.51% 3
2021
Q2 		$6.51M Sell
47,535
-1,415
-3% -$183K 3.52% 3
2021
Q1 		$5.98M Buy
48,950
+5,306
+12% +$681K 3.57% 3
2020
Q4 		$5.79M Buy
+43,644
New +$5.25M 3.78% 3

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Marshall Financial Group (Maryland)'s AAPL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Apple (AAPL) stake by 0.46% in Q2 2026, selling an estimated $61.8K and leaving 46,770 shares worth $13.5M. The position accounts for 1.97% of the portfolio, ranked #13.

Marshall Financial Group (Maryland) first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $15M in Q3 2025. 2,307 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Marshall Financial Group (Maryland) held 46,770 shares of Apple worth $13.5M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 216 Apple shares in Q2 2026, an estimated $61.8K.
  • Apple made up 1.97% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #13 holding.
  • Marshall Financial Group (Maryland) first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Apple position peaked at $15M in Q3 2025.
  • 2,307 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.