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Marcum Wealth’s Apple AAPL Stock Holding History

Marcum Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$21.1M Buy
95,207
+740
+0.8% +$171K 1.83% 12
2024
Q4 		$23.7M Buy
94,467
+2,733
+3% +$644K 2.05% 10
2024
Q3 		$21.4M Buy
91,734
+674
+0.7% +$151K 1.99% 9
2024
Q2 		$19.2M Buy
91,060
+6,128
+7% +$1.14M 1.92% 11
2024
Q1 		$14.6M Sell
84,932
-8,718
-9% -$1.59M 1.48% 13
2023
Q4 		$18M Sell
93,650
-2,958
-3% -$546K 1.92% 10
2023
Q3 		$16.5M Sell
96,608
-11,624
-11% -$2.13M 1.99% 9
2023
Q2 		$21M Sell
108,232
-864
-0.8% -$151K 2.46% 8
2023
Q1 		$18M Sell
109,096
-868
-0.8% -$128K 2.24% 9
2022
Q4 		$14.3M Buy
109,964
+2,554
+2% +$365K 1.89% 10
2022
Q3 		$14.8M Sell
107,410
-2,714
-2% -$426K 2.25% 9
2022
Q2 		$15.1M Buy
110,124
+3,818
+4% +$578K 2.25% 10
2022
Q1 		$18.6M Sell
106,306
-344
-0.3% -$57.8K 2.56% 9
2021
Q4 		$18.9M Buy
106,650
+6,827
+7% +$1.08M 2.63% 9
2021
Q3 		$14.1M Buy
99,823
+22,454
+29% +$3.31M 2.22% 10
2021
Q2 		$10.6M Sell
77,369
-283,082
-79% -$36.7M 1.72% 10
2021
Q1 		$44M Buy
360,451
+54,915
+18% +$7.05M 7.25% 2
2020
Q4 		$40.5M Buy
305,536
+271,730
+804% +$32.7M 9.51% 2
2020
Q3 		$3.92M Buy
33,806
+7,794
+30% +$850K 1.2% 16
2020
Q2 		$2.37M Buy
26,012
+1,624
+7% +$126K 0.73% 23
2020
Q1 		$1.55M Sell
24,388
-564
-2% -$41.5K 0.6% 19
2019
Q4 		$1.83M Buy
+24,952
New +$1.61M 0.69% 17

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's AAPL Position: Q1 2025 in Review

Marcum Wealth increased its Apple (AAPL) stake by 0.78% in Q1 2025, buying an estimated $171K and bringing the position to 95,207 shares worth $21.1M. The position accounts for 1.83% of the portfolio, ranked #12.

Marcum Wealth first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $44M in Q1 2021. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Marcum Wealth held 95,207 shares of Apple worth $21.1M as of Q1 2025.
  • Marcum Wealth bought 740 Apple shares in Q1 2025, an estimated $171K.
  • Apple made up 1.83% of Marcum Wealth's portfolio in Q1 2025, its #12 holding.
  • Marcum Wealth first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Apple position peaked at $44M in Q1 2021.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.