Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionMarathon Capital Management
Latest Disclosed Ownership48,992 shares
Latest Disclosed Value $ 12,433,683
Marathon Capital Management reports 0.35% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Marathon Capital Management filed a 13F-HR form disclosing ownership of 48,992 shares of Apple Inc. (CO:AAPL) valued at $12,433,683 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 48,820 shares of Apple Inc.. This represents a change in shares of 0.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F APPLE COM 037833100 48,992 172 0.35 12,434 -6.32 2.7926
2026-01-29 2025-12-31 13F APPLE COM 037833100 48,820 -2,452 -4.78 13,272 1.66 2.8562
2025-11-14 2025-09-30 13F APPLE COM 037833100 51,272 -2,077 -3.89 13,055 19.28 2.9875
2025-08-14 2025-06-30 13F APPLE COM 037833100 53,349 -2,586 -4.62 10,946 -11.90 2.7877
2025-05-15 2025-03-31 13F APPLE COM 037833100 55,935 -1,854 -3.21 12,425 -14.15 3.3091
2025-02-14 2024-12-31 13F APPLE COM 037833100 57,789 -151 -0.26 14,472 7.20 3.6145
2024-11-14 2024-09-30 13F APPLE COM 037833100 57,940 -1,019 -1.73 13,500 8.71 3.2729
2024-08-14 2024-06-30 13F APPLE COM 037833100 58,959 22 0.04 12,418 22.87 3.1646
2024-05-15 2024-03-31 13F APPLE COM 037833100 58,937 361 0.62 10,107 -10.38 2.4117
2024-02-14 2023-12-31 13F/A-1 APPLE COM 037833100 58,576 215 0.37 11,278 12.87 2.8347
2024-02-08 2023-12-31 13F APPLE COM 037833100 58,576 215 11,278 2.8347
2023-11-14 2023-09-30 13F APPLE COM 037833100 58,361 -863 -1.46 9,992 -13.02 2.5144
2023-08-15 2023-06-30 13F/A-1 APPLE COM 037833100 59,224 1,706 2.97 11,488 21.12 2.8357
2023-08-14 2023-06-30 13F APPLE COM 037833100 59,224 1,706 11,488 2.7827
2023-05-12 2023-03-31 13F APPLE COM 037833100 57,518 -308 -0.53 9,485 26.23 2.3339
2023-02-14 2022-12-31 13F APPLE COM 037833100 57,826 -79 -0.14 7,513 -6.11 2.0709
2022-11-14 2022-09-30 13F Apple Computer COM 037833100 57,905 17,745 44.19 8,002 45.73 2.2860
2022-08-12 2022-06-30 13F Apple Computer COM 037833100 40,160 -129 -0.32 5,491 -21.95 1.7738
2022-05-13 2022-03-31 13F Apple Computer COM 037833100 40,289 36 0.09 7,035 -1.58 2.0194
2022-02-09 2021-12-31 13F Apple Computer COM 037833100 40,253 -16,578 -29.17 7,148 -11.12 1.6750
2021-11-15 2021-09-30 13F Apple Computer COM 037833100 56,831 14,933 35.64 8,042 40.15 1.8256
2021-08-16 2021-06-30 13F Apple Computer COM 037833100 41,898 81 0.19 5,738 12.33 1.3283
2021-05-14 2021-03-31 13F Apple Computer COM 037833100 41,817 328 0.79 5,108 -7.21 1.3466
2021-02-08 2020-12-31 13F Apple Computer COM 037833100 41,489 -885 -2.09 5,505 12.19 1.6226
2020-11-16 2020-09-30 13F Apple Computer COM 037833100 42,374 31,631 294.43 4,907 25.21 1.7862
2020-08-14 2020-06-30 13F Apple Computer COM 037833100 10,743 -10,835 -50.21 3,919 -28.58 1.5053
2020-05-15 2020-03-31 13F Apple Computer COM 037833100 21,578 -6,032 -21.85 5,487 -32.32 2.5192
2020-02-14 2019-12-31 13F Apple Computer COM 037833100 27,610 6,681 31.92 8,107 72.97 2.7570
2019-11-13 2019-09-30 13F Apple Computer COM 037833100 20,929 -94 -0.45 4,687 12.67 1.8903
2019-07-25 2019-06-30 13F Apple Computer COM 037833100 21,023 -425 -1.98 4,160 2.11 1.6965
2019-05-15 2019-03-31 13F Apple Computer COM 037833100 21,448 12,572 141.64 4,074 191.00 1.8196
2019-02-07 2018-12-31 13F Apple Computer COM 037833100 8,876 2,584 41.07 1,400 104.08 0.6949
2016-05-13 2016-03-31 13F Apple Computer EQ 037833100 6,292 137 2.23 686 6.03 0.3550
2016-02-12 2015-12-31 13F Apple Computer EQ 037833100 6,155 2 0.03 647 -4.71 0.3426
2015-11-12 2015-09-30 13F Apple Computer COM 037833100 6,153 592 10.65 679 -2.72 0.3448
2015-08-11 2015-06-30 13F Apple Computer COM 037833100 5,561 -298 -5.09 698 -4.25 0.3218
2015-05-06 2015-03-31 13F Apple Computer COM 037833100 5,859 242 4.31 729 17.58 0.3232
2015-02-09 2014-12-31 13F Apple Computer COM 037833100 5,617 2 0.04 620 9.54 0.5713
2014-10-30 2014-09-30 13F Apple Computer COM 037833100 5,615 -598 -9.62 566 -1.91 0.5100
2014-08-08 2014-06-30 13F Apple Computer COM 037833100 6,213 5,322 597.31 577 20.71 0.4642
2014-04-30 2014-03-31 13F Apple Computer COM 037833100 891 326 57.70 478 50.79 0.3592
2014-01-28 2013-12-31 13F Apple Computer COM 037833100 565 3 0.53 317 18.28 0.2287
2013-11-04 2013-09-30 13F Apple Computer COM 037833100 562 3 0.54 268 20.72 0.2302
2013-07-25 2013-06-30 13F Apple Computer COM 037833100 559 559 222 0.1895
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.