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Marshall Investment Management’s Apple AAPL Stock Holding History

Marshall Investment 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 		$6.86M Buy
23,705
+4,240
+22% +$1.21M 2.85% 7
2026
Q1 		$4.94M Buy
19,465
+533
+3% +$139K 2.37% 10
2025
Q4 		$5.15M Buy
18,932
+836
+5% +$224K 2.59% 10
2025
Q3 		$4.61M Buy
18,096
+16,277
+895% +$3.68M 2.44% 12
2025
Q2 		$373K Sell
1,819
-15,990
-90% -$3.23M 1.77% 17
2025
Q1 		$3.96M Sell
17,809
-3,061
-15% -$709K 2.46% 9
2024
Q4 		$4.86M Buy
+20,870
New +$4.92M 2.87% 13

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

Marshall Investment Management's AAPL Position: Q2 2026 in Review

Marshall Investment Management increased its Apple (AAPL) stake by 22% in Q2 2026, buying an estimated $1.21M and bringing the position to 23,705 shares worth $6.86M. The position accounts for 2.85% of the portfolio, ranked #7.

Marshall Investment Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Marshall Investment Management held 23,705 shares of Apple worth $6.86M as of Q2 2026.
  • Marshall Investment Management bought 4,240 Apple shares in Q2 2026, an estimated $1.21M.
  • Apple made up 2.85% of Marshall Investment Management's portfolio in Q2 2026, its #7 holding.
  • Marshall Investment Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.