SEC 13F Intelligence

Marion Wealth Management / AAPL

Marion Wealth Management’s Apple Inc Position

Does Marion Wealth Management own Apple Inc (AAPL)? Yes39.3K shares worth $10M (+2.21% of its 13F portfolio) as of Q1 2026, up from 37.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
39.3K
% of Portfolio
+2.21%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $10MQ3 ’25Q4 ’25: $9MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.3K$10M+2.21%
Q4 202537.5K$9M+2.07%
Q3 202537.8K$10M+2.28%
Q2 202537.9K$8M+1.95%
Q1 202537.6K$8M+2.23%
Q4 202436.4K$9M+2.42%
Q3 202436.0K$8M+2.24%
Q2 202435.2K$7M+2.18%
Q1 202434.0K$6M+1.74%
Q4 202333.7K$6M+2.08%
Q3 202335.3K$6M+2.13%
Q2 202334.1K$7M+2.35%
Q1 202334.0K$6M+2.09%
Q4 202231.9K$4M+1.75%
Q3 202227.0K$4M+1.92%
Q2 202222.6K$3M+1.62%
Q1 202221.3K$4M+1.82%
Q4 202122.0K$4M+1.85%

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