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

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$1.72M Sell
6,774
-173
-2% -$39.1K 0.47% 27
2025
Q2 		$1.43M Sell
6,947
-101
-1% -$20.4K 0.43% 27
2025
Q1 		$1.57M Buy
7,048
+1
+0% +$232 0.49% 27
2024
Q4 		$1.76M Buy
7,047
+2
+0% +$471 0.54% 27
2024
Q3 		$1.64M Buy
7,045
+2
+0% +$447 0.5% 28
2024
Q2 		$1.48M Sell
7,043
-186
-3% -$34.7K 0.48% 29
2024
Q1 		$1.24M Sell
7,229
-82
-1% -$14.9K 0.41% 29
2023
Q4 		$1.41M Buy
7,311
+349
+5% +$64.4K 0.5% 26
2023
Q3 		$1.19M Buy
6,962
+4
+0.1% +$734 0.49% 26
2023
Q2 		$1.35M Buy
6,958
+3
+0% +$523 0.52% 26
2023
Q1 		$1.15M Buy
6,955
+5
+0.1% +$738 0.47% 27
2022
Q4 		$903K Buy
6,950
+3
+0% +$429 0.39% 28
2022
Q3 		$960K Buy
6,947
+3
+0% +$471 0.45% 28
2022
Q2 		$949K Sell
6,944
-299
-4% -$45.3K 0.43% 28
2022
Q1 		$1.26M Buy
7,243
+3
+0% +$504 0.5% 25
2021
Q4 		$1.29M Buy
7,240
+53
+0.7% +$8.38K 0.5% 25
2021
Q3 		$1.02M Buy
7,187
+654
+10% +$96.3K 0.43% 28
2021
Q2 		$895K Sell
6,533
-323
-5% -$41.9K 0.38% 29
2021
Q1 		$838K Buy
6,856
+330
+5% +$42.4K 0.38% 30
2020
Q4 		$866K Sell
6,526
-124
-2% -$14.9K 0.42% 30
2020
Q3 		$770K Buy
6,650
+134
+2% +$14.6K 0.46% 30
2020
Q2 		$594K Buy
6,516
+4
+0.1% +$310 0.39% 31
2020
Q1 		$414K Buy
6,512
+8
+0.1% +$588 0.33% 31
2019
Q4 		$478K Sell
6,504
-396
-6% -$25.5K 0.32% 34
2019
Q3 		$386K Sell
6,900
-248
-3% -$13K 0.29% 37
2019
Q2 		$354K Sell
7,148
-1,596
-18% -$77.8K 0.27% 39
2019
Q1 		$415K Buy
8,744
+12
+0.1% +$509 0.34% 33
2018
Q4 		$344K Buy
+8,732
New +$423K 0.33% 37

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s AAPL Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Apple (AAPL) stake by 2.5% in Q3 2025, selling an estimated $39.1K and leaving 6,774 shares worth $1.72M. The position accounts for 0.47% of the portfolio, ranked #27.

Marshall Financial Group (Pennsylvania) first reported a position in AAPL in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.76M in Q4 2024. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 6,774 shares of Apple worth $1.72M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 173 Apple shares in Q3 2025, an estimated $39.1K.
  • Apple made up 0.47% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #27 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Apple in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Apple position peaked at $1.76M in Q4 2024.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.