Back to AAPL
Marion Wealth Management → AAPL
Marion Wealth Management AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$13.5M
Q3 2026
Peak value
$13.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.3M |
| Q1 2026 | $10M |
| Q2 2026 | $11.8M |
| Q3 2026 | $13.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.5M | 40.6K | — | — |
| Q2 2026 | $11.8M | 40.9K | — | — |
| Q1 2026 | $10M | 39.3K | — | — |
| Q4 2025 | $9.3M | 37.5K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B