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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

AAPL holding history

Apple Inc. in every 13F filed by Marshall Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
46,770
Value
$13.5M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,770$13.5M2.0%−216−0.5%ReducedHolders
Q1 202646,986$11.9M1.9%−2,441−4.9%ReducedHolders
Q4 202549,427$13.4M2.6%−9,307−15.8%ReducedHolders
Q3 202558,734$15.0M2.9%−145−0.2%ReducedHolders
Q2 202558,879$12.4M2.4%+300+0.5%AddedHolders
Q1 202558,579$13.0M2.8%−842−1.4%ReducedHolders
Q4 202459,421$14.9M3.6%+3,126+5.6%AddedHolders
Q3 202456,295$13.1M3.1%+3,797+7.2%AddedHolders
Q2 202452,498$11.1M3.1%+757+1.5%AddedHolders
Q1 202451,741$8.87M2.6%+522+1.0%AddedHolders
Q4 202351,219$9.86M3.2%+116+0.2%AddedHolders
Q3 202351,103$8.75M3.2%−254−0.5%ReducedHolders
Q2 202351,357$9.96M3.4%−1,522−2.9%ReducedHolders
Q1 202352,879$8.72M3.1%+158+0.3%AddedHolders
Q4 202252,721$6.85M2.7%+125+0.2%AddedHolders
Q3 202252,596$7.27M3.1%−429−0.8%ReducedHolders
Q2 202253,025$7.25M2.9%+2,166+4.3%AddedHolders
Q1 202250,859$8.88M3.6%−46−0.1%ReducedHolders
Q4 202150,905$9.04M3.3%+2,949+6.1%AddedHolders
Q3 202147,956$6.79M3.5%+421+0.9%AddedHolders
Q2 202147,535$6.51M3.5%−1,415−2.9%ReducedHolders
Q1 202148,950$5.98M3.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.