Marshall Financial Group, LLC / AAPL
Marshall Financial Group, LLC’s Apple Inc Position
Does Marshall Financial Group, LLC own Apple Inc (AAPL)? Yes — 47.0K shares worth $12M (+1.91% of its 13F portfolio) as of Q1 2026, down from 49.4K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
47.0K
% of Portfolio
+1.91%
Quarters Held
22
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.0K | $12M | +1.91% |
| Q4 2025 | 49.4K | $13M | +2.61% |
| Q3 2025 | 58.7K | $15M | +2.91% |
| Q2 2025 | 58.9K | $12M | +2.42% |
| Q1 2025 | 58.6K | $13M | +2.84% |
| Q4 2024 | 59.4K | $15M | +3.60% |
| Q3 2024 | 56.3K | $13M | +3.13% |
| Q2 2024 | 52.5K | $11M | +3.09% |
| Q1 2024 | 51.7K | $9M | +2.55% |
| Q4 2023 | 51.2K | $10M | +3.18% |
| Q3 2023 | 51.1K | $9M | +3.15% |
| Q2 2023 | 51.4K | $10M | +3.40% |
| Q1 2023 | 52.9K | $9M | +3.13% |
| Q4 2022 | 52.7K | $7M | +2.66% |
| Q3 2022 | 52.6K | $7M | +3.07% |
| Q2 2022 | 53.0K | $7M | +2.90% |
| Q1 2022 | 50.9K | $9M | +3.63% |
| Q4 2021 | 50.9K | $9M | +3.33% |
| Q3 2021 | 48.0K | $7M | +3.51% |
| Q2 2021 | 47.5K | $7M | +3.52% |
| Q1 2021 | 49.0K | $6M | +3.57% |
| Q4 2020 | 43.6K | $6M | +3.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marshall Financial Group, LLC’s full portfolio or all institutional holders of AAPL.