SEC 13F Intelligence

Marathon Capital Management / AAPL

Marathon Capital Management’s Apple Inc Position

Does Marathon Capital Management own Apple Inc (AAPL)? Yes49.0K shares worth $12M (+2.79% of its 13F portfolio) as of Q1 2026, up from 48.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
49.0K
% of Portfolio
+2.79%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $8MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $10MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $11MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.0K$12M+2.79%
Q4 202548.8K$13M+2.86%
Q3 202551.3K$13M+2.99%
Q2 202553.3K$11M+2.79%
Q1 202555.9K$12M+3.31%
Q4 202457.8K$14M+3.61%
Q3 202457.9K$13M+3.27%
Q2 202459.0K$12M+3.16%
Q1 202458.9K$10M+2.41%
Q4 202358.6K$11M+2.83%
Q3 202358.4K$10M+2.51%
Q2 202359.2K$11M+2.84%
Q1 202357.5K$9M+2.33%
Q4 202257.8K$8M+2.07%
Q3 202257.9K$8M+2.29%
Q2 202240.2K$5M+1.77%
Q1 202240.3K$7M+2.02%
Q4 202140.3K$7M+1.68%
Q3 202156.8K$8M+1.83%
Q2 202141.9K$6M+1.33%
Q1 202141.8K$5M+1.35%
Q4 202041.5K$6M+1.62%
Q3 202042.4K$5M+1.79%
Q2 202010.7K$4M+1.51%
Q1 202021.6K$5M+2.52%
Q4 201927.6K$8M+2.76%
Q3 201920.9K$5M+1.89%
Q2 201921.0K$4M+1.70%
Q1 201921.4K$4M+1.82%
Q4 20188.9K$1M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Capital Management’s full portfolio or all institutional holders of AAPL.