Mark Asset Management’s Apple AAPL Stock Holding History

Mark Asset Management’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
2024 Q4	–	Sell	-20,000	Closed	-$4.66M	–	52
2024 Q3	$4.66M	Sell	20,000 -20,000	-50%	-$4.47M	0.43%	37
2024 Q2	$8.42M	Buy	+40,000	New	+$7.46M	0.84%	29
2021 Q1	–	Sell	-200	Closed	-$2.65M	–	52
2020 Q4	$2.65M	Buy	+200	New	+$24.1K	0.32%	52
2019 Q2	–	Sell	-40,000	Closed	-$1.9M	–	61
2019 Q1	$1.9M	Buy	+40,000	New	+$1.7M	0.42%	41
2018 Q3	–	Sell	-40,000	Closed	-$1.85M	–	56
2018 Q2	$1.85M	Sell	40,000 -2,000	-5%	-$90.7K	0.45%	38
2018 Q1	$1.76M	Sell	42,000 -8,400	-17%	-$362K	0.47%	32
2017 Q4	$2.13M	Buy	50,400 +29,600	+142%	+$1.24M	0.53%	37
2017 Q3	$801K	Sell	20,800 -21,200	-50%	-$822K	0.17%	41
2017 Q2	$1.51M	Buy	+42,000	New	+$1.55M	0.34%	37
2016 Q4	–	Sell	-126,000	Closed	-$3.56M	–	51
2016 Q3	$3.56M	Buy	+126,000	New	+$3.33M	0.95%	26

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Asset Management's AAPL Position: Q1 2026 in Review

Mark Asset Management increased its Apple (AAPL) stake by 25% in Q1 2026, buying an estimated $6.38M and bringing the position to 124,120 shares worth $31.5M. The position accounts for 2.87% of the portfolio, ranked #13.

Mark Asset Management first reported a position in AAPL in Q3 2013 and has held it in 51 quarters since. The position peaked at $42.4M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Mark Asset Management held 124,120 shares of Apple worth $31.5M as of Q1 2026.
Mark Asset Management bought 24,532 Apple shares in Q1 2026, an estimated $6.38M.
Apple made up 2.87% of Mark Asset Management's portfolio in Q1 2026, its #13 holding.
Mark Asset Management first reported a position in Apple in Q3 2013 and has held it in 51 quarters since.
Mark Asset Management's Apple position peaked at $42.4M in Q3 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Mark Asset Management's 13F filing for Q1 2026, filed 15 May 2026.