Mackenzie Financial’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.44B Buy
9,632,092
+428,193
+5% +$111M 2.93% 3
2025
Q4
$2.51B Buy
9,203,899
+143,225
+2% +$38.4M 2.97% 3
2025
Q3
$2.31B Buy
9,060,674
+370,204
+4% +$83.6M 2.79% 4
2025
Q2
$1.78B Sell
8,690,470
-47,549
-0.5% -$9.6M 2.31% 5
2025
Q1
$1.94B Sell
8,738,019
-251,737
-3% -$58.3M 2.76% 3
2024
Q4
$2.25B Buy
8,989,756
+1,395,668
+18% +$329M 3.07% 3
2024
Q3
$1.77B Buy
7,594,088
+818,008
+12% +$183M 2.46% 4
2024
Q2
$1.43B Buy
6,776,080
+763,586
+13% +$142M 2.12% 5
2024
Q1
$1.03B Buy
6,012,494
+236,903
+4% +$43.1M 1.49% 9
2023
Q4
$1.11B Buy
5,775,591
+111,648
+2% +$20.6M 1.68% 8
2023
Q3
$976M Buy
5,663,943
+468,948
+9% +$86M 1.64% 9
2023
Q2
$1,000M Buy
5,194,995
+195,355
+4% +$34M 1.52% 9
2023
Q1
$824M Buy
4,999,640
+128,645
+3% +$19M 1.27% 11
2022
Q4
$633M Sell
4,870,995
-324,418
-6% -$46.4M 1.06% 24
2022
Q3
$718M Sell
5,195,413
-241,771
-4% -$37.9M 1.23% 13
2022
Q2
$743M Sell
5,437,184
-299,695
-5% -$45.4M 1.19% 18
2022
Q1
$1B Buy
5,736,879
+63,100
+1% +$10.6M 1.34% 13
2021
Q4
$1.01B Sell
5,673,779
-160,036
-3% -$25.3M 1.36% 10
2021
Q3
$825M Sell
5,833,815
-68,069
-1% -$10M 1.17% 13
2021
Q2
$808M Sell
5,901,884
-677,375
-10% -$87.8M 1.12% 14
2021
Q1
$804M Buy
6,579,259
+890,066
+16% +$114M 1.22% 12
2020
Q4
$755M Sell
5,689,193
-63,609
-1% -$7.65M 1.63% 7
2020
Q3
$666M Buy
5,752,802
+155,822
+3% +$17M 1.65% 7
2020
Q2
$510M Buy
5,596,980
+444,716
+9% +$34.5M 1.37% 13
2020
Q1
$328M Buy
5,152,264
+260,540
+5% +$19.2M 1.05% 20
2019
Q4
$359M Buy
4,891,724
+556,000
+13% +$35.8M 0.88% 24
2019
Q3
$243M Buy
4,335,724
+806,248
+23% +$42.2M 0.64% 44
2019
Q2
$175M Sell
3,529,476
-2,054,600
-37% -$100M 0.45% 62
2019
Q1
$265M Sell
5,584,076
-3,065,784
-35% -$130M 0.64% 38
2018
Q4
$341M Sell
8,649,860
-186,020
-2% -$9.02M 0.9% 22
2018
Q3
$499M Sell
8,835,880
-269,144
-3% -$14M 1.21% 14
2018
Q2
$421M Sell
9,105,024
-354,528
-4% -$16.1M 1.08% 19
2018
Q1
$397M Buy
9,459,552
+1,477,172
+19% +$63.6M 1.01% 21
2017
Q4
$338M Buy
7,982,380
+5,828,068
+271% +$244M 0.82% 28
2017
Q3
$83M Sell
2,154,312
-386,904
-15% -$15M 0.45% 56
2017
Q2
$91.5M Sell
2,541,216
-56,140
-2% -$2.08M 0.51% 45
2017
Q1
$93.3M Buy
2,597,356
+120,324
+5% +$3.96M 0.55% 45
2016
Q4
$71.7M Buy
2,477,032
+407,936
+20% +$11.6M 0.43% 63
2016
Q3
$58.5M Sell
2,069,096
-1,449,808
-41% -$38.4M 0.37% 77
2016
Q2
$84.1M Buy
3,518,904
+39,372
+1% +$978K 0.48% 55
2016
Q1
$94.8M Sell
3,479,532
-19,532
-0.6% -$487K 0.86% 23
2015
Q4
$92.1M Sell
3,499,064
-42,428
-1% -$1.21M 0.57% 41
2015
Q3
$97.7M Buy
3,541,492
+94,852
+3% +$2.78M 0.59% 44
2015
Q2
$108M Sell
3,446,640
-102,176
-3% -$3.27M 0.59% 43
2015
Q1
$110M Sell
3,548,816
-197,048
-5% -$5.95M 0.58% 44
2014
Q4
$103M Buy
3,745,864
+381,668
+11% +$10.4M 0.53% 47
2014
Q3
$84.7M Sell
3,364,196
-458,628
-12% -$11.3M 0.42% 58
2014
Q2
$88.8M Sell
3,822,824
-613,160
-14% -$13M 0.41% 59
2014
Q1
$85M Buy
4,435,984
+610,456
+16% +$11.6M 0.42% 53
2013
Q4
$76.7M Buy
3,825,528
+984,340
+35% +$18.6M 0.39% 60
2013
Q3
$48.4M Sell
2,841,188
-1,601,488
-36% -$26.6M 0.24% 94
2013
Q2
$62.9M Buy
+4,442,676
New +$68.3M 0.3% 89

Other funds holding AAPL

Mackenzie Financial's AAPL Position: Q1 2026 in Review

Mackenzie Financial increased its Apple (AAPL) stake by 4.7% in Q1 2026, buying an estimated $111M and bringing the position to 9,632,092 shares worth $2.44B. The position accounts for 2.93% of the portfolio, ranked #3.

Mackenzie Financial first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.51B in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Mackenzie Financial held 9,632,092 shares of Apple worth $2.44B as of Q1 2026.
  • Mackenzie Financial bought 428,193 Apple shares in Q1 2026, an estimated $111M.
  • Apple made up 2.93% of Mackenzie Financial's portfolio in Q1 2026, its #3 holding.
  • Mackenzie Financial first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Mackenzie Financial's Apple position peaked at $2.51B in Q4 2025.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.