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Scott Marsh Financial’s Apple AAPL Stock Holding History

Scott Marsh Financial’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
Q2 		$12.6M Buy
+61,640
New +$12.4M 4.69% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Scott Marsh Financial's AAPL Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Apple (AAPL) in Q2 2025: 61,640 shares worth $12.6M. The stake represents 4.69% of the portfolio and ranks #1 among its holdings.

5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Scott Marsh Financial held 61,640 shares of Apple worth $12.6M as of Q2 2025.
  • Apple was a new Scott Marsh Financial position in Q2 2025.
  • Apple made up 4.69% of Scott Marsh Financial's portfolio in Q2 2025, its #1 holding.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.