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Marietta Wealth Management, LLC → AAPL

Marietta Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$41.8M
Q3 2026
Peak value
$41.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$33.4M
Q1 2026$31.3M
Q2 2026$35.6M
Q3 2026$41.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$41.8M121.7K——
Q2 2026$35.6M122.9K——
Q1 2026$31.3M123.5K——
Q4 2025$33.4M122.9K——

Other funds holding AAPL

Other Marietta Wealth Management, LLC positions

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MSFT

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$28.9M