AAPL APPLE, INC. COM

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  58 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported APPLE, INC. COM (AAPL) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.44% in 2024 Q4. The latest visible filing shows AAPL at 3.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL & SULLIVAN INC /WA/'s position in APPLE, INC. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AAPL was reported at 3.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARSHALL & SULLIVAN INC /WA/ held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 25,646 +461 +1.8% 3.03% $6.5M 2025-11-14 (Est.) $272.16
2025 Q2 REDUCED 25,185 -3,978 -13.6% 2.48% $5.2M 2025-07-11 $210.52
2025 Q1 ADDED 29,163 +1,042 +3.7% 3.29% $6.5M 2025-04-10 $189.59
2024 Q4 ADDED 28,121 +761 +2.8% 3.44% $7.0M 2025-01-13 $233.13
2024 Q3 ADDED 27,360 +12 +0.0% 3.06% $6.4M 2024-10-09 $228.04
2024 Q2 REDUCED 27,348 -119 -0.4% 2.88% $5.8M 2024-07-12 $228.77
2024 Q1 ADDED 27,467 +13 +0.0% 2.33% $4.7M 2024-04-10 $166.27
2023 Q4 ADDED 27,454 +13 +0.0% 2.79% $5.3M 2024-01-11 $183.68
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSHALL & SULLIVAN INC /WA/ reported owning AAPL?

MARSHALL & SULLIVAN INC /WA/ reported AAPL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AAPL position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for AAPL was 3.44% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 25,646 shares, equal to 3.03% of portfolio, with an estimated market value of $6.5M.

What does the chart on this AAPL ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'s quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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