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Marshall & Sullivan’s Apple AAPL Stock Holding History

Marshall & Sullivan’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 		$6.53M Buy
25,646
+461
+2% +$104K 3.03% 13
2025
Q2 		$5.17M Sell
25,185
-3,978
-14% -$803K 2.48% 19
2025
Q1 		$6.48M Buy
29,163
+1,042
+4% +$241K 3.29% 10
2024
Q4 		$7.04M Buy
28,121
+761
+3% +$179K 3.44% 9
2024
Q3 		$6.37M Buy
27,360
+12
+0% +$2.68K 3.06% 13
2024
Q2 		$5.76M Sell
27,348
-119
-0.4% -$22.2K 2.88% 17
2024
Q1 		$4.71M Buy
27,467
+13
+0% +$2.36K 2.33% 24
2023
Q4 		$5.29M Buy
27,454
+13
+0% +$2.4K 2.79% 17
2023
Q3 		$4.7M Sell
27,441
-203
-0.7% -$37.2K 2.74% 18
2023
Q2 		$5.36M Buy
27,644
+646
+2% +$113K 2.99% 14
2023
Q1 		$4.45M Buy
26,998
+16
+0.1% +$2.36K 2.7% 19
2022
Q4 		$3.51M Buy
26,982
+10,271
+61% +$1.47M 2.2% 22
2022
Q3 		$2.31M Sell
16,711
-725
-4% -$114K 1.6% 28
2022
Q2 		$2.38M Hold
17,436
– – 1.45% 30
2022
Q1 		$3.04M Buy
17,436
+754
+5% +$127K 1.7% 27
2021
Q4 		$2.96M Hold
16,682
– – 1.43% 28
2021
Q3 		$2.36M Buy
16,682
+1,960
+13% +$289K 1.23% 28
2021
Q2 		$2.02M Buy
14,722
+2
+0% +$259 1.12% 29
2021
Q1 		$1.8M Buy
14,720
+12,754
+649% +$1.64M 1.08% 29
2020
Q4 		$14.8K Sell
1,966
-12,854
-87% -$1.55M 1.47% 22
2020
Q3 		$1.72M Buy
14,820
+396
+3% +$43.2K 1.16% 28
2020
Q2 		$1.31M Sell
14,424
-800
-5% -$62K 0.96% 30
2020
Q1 		$968K Hold
15,224
– – 0.86% 31
2019
Q4 		$1.12M Hold
15,224
– – 0.76% 30
2019
Q3 		$852K Hold
15,224
– – 0.63% 32
2019
Q2 		$753K Buy
15,224
+3,180
+26% +$155K 0.53% 34
2019
Q1 		$572K Sell
12,044
-88
-0.7% -$3.73K 0.42% 35
2018
Q4 		$478K Hold
12,132
– – 0.42% 37
2018
Q3 		$685K Hold
12,132
– – 0.5% 37
2018
Q2 		$561K Buy
12,132
+336
+3% +$15.2K 0.52% 35
2018
Q1 		$495K Sell
11,796
-5,888
-33% -$253K 0.4% 37
2017
Q4 		$748K Hold
17,684
– – 0.6% 36
2017
Q3 		$747K Hold
17,684
– – 0.69% 35
2017
Q2 		$637K Buy
17,684
+700
+4% +$25.9K 0.55% 37
2017
Q1 		$659K Hold
16,984
– – 0.57% 36
2016
Q4 		$491K Sell
16,984
-113,152
-87% -$3.21M 0.6% 34
2016
Q3 		$3.68M Sell
130,136
-296
-0.2% -$7.83K 4.73% 2
2016
Q2 		$3.12M Buy
130,432
+240
+0.2% +$5.96K 4.02% 9
2016
Q1 		$3.55M Buy
130,192
+1,872
+1% +$46.6K 4.51% 3
2015
Q4 		$3.38M Buy
128,320
+1,216
+1% +$34.7K 4.46% 4
2015
Q3 		$3.69M Buy
127,104
+1,980
+2% +$58.1K 4.81% 2
2015
Q2 		$3.92M Sell
125,124
-4,708
-4% -$151K 5.28% 1
2015
Q1 		$4.04M Sell
129,832
-3,964
-3% -$120K 5.19% 1
2014
Q4 		$3.69M Sell
133,796
-6,716
-5% -$183K 4.59% 1
2014
Q3 		$3.54M Buy
140,512
+12,120
+9% +$297K 4.97% 1
2014
Q2 		$2.98M Buy
128,392
+5,164
+4% +$110K 4.98% 1
2014
Q1 		$2.36M Buy
123,228
+1,092
+0.9% +$20.8K 4.26% 4
2013
Q4 		$2.45M Buy
122,136
+4,144
+4% +$78.3K 4.49% 3
2013
Q3 		$2.01M Sell
117,992
-5,600
-5% -$92.8K 3.76% 7
2013
Q2 		$1.75M Buy
+123,592
New +$1.9M 3.55% 13

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 & Sullivan's AAPL Position: Q3 2025 in Review

Marshall & Sullivan increased its Apple (AAPL) stake by 1.8% in Q3 2025, buying an estimated $104K and bringing the position to 25,646 shares worth $6.53M. The position accounts for 3.03% of the portfolio, ranked #13.

Marshall & Sullivan first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.04M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Marshall & Sullivan held 25,646 shares of Apple worth $6.53M as of Q3 2025.
  • Marshall & Sullivan bought 461 Apple shares in Q3 2025, an estimated $104K.
  • Apple made up 3.03% of Marshall & Sullivan's portfolio in Q3 2025, its #13 holding.
  • Marshall & Sullivan first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
  • Marshall & Sullivan's Apple position peaked at $7.04M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.