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Marks Group Wealth Management’s Apple AAPL Stock Holding History

Marks Group Wealth 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
2026
Q1 		$28.2M Sell
110,979
-5,380
-5% -$1.4M 2.72% 2
2025
Q4 		$31.6M Buy
116,359
+6,747
+6% +$1.81M 3.03% 2
2025
Q3 		$27.9M Buy
109,612
+7,741
+8% +$1.75M 2.59% 2
2025
Q2 		$20.9M Sell
101,871
-724
-0.7% -$146K 1.94% 4
2025
Q1 		$22.8M Buy
102,595
+83
+0.1% +$19.2K 2.19% 2
2024
Q4 		$25.7M Sell
102,512
-813
-0.8% -$192K 2.53% 2
2024
Q3 		$24.1M Sell
103,325
-844
-0.8% -$188K 2.3% 2
2024
Q2 		$21.9M Buy
104,169
+29
+0% +$5.41K 2.31% 2
2024
Q1 		$17.9M Buy
104,140
+1,683
+2% +$306K 1.87% 3
2023
Q4 		$19.7M Buy
102,457
+4,663
+5% +$861K 2.25% 2
2023
Q3 		$16.7M Sell
97,794
-399
-0.4% -$73.2K 2.07% 2
2023
Q2 		$19M Buy
98,193
+27,230
+38% +$4.74M 2.27% 2
2023
Q1 		$11.7M Sell
70,963
-12,286
-15% -$1.81M 1.5% 6
2022
Q4 		$10.8M Buy
83,249
+24,127
+41% +$3.45M 1.48% 5
2022
Q3 		$8.17M Sell
59,122
-96
-0.2% -$15.1K 1.24% 6
2022
Q2 		$8.1M Buy
59,218
+56
+0.1% +$8.48K 1.17% 7
2022
Q1 		$10.3M Buy
59,162
+3,875
+7% +$652K 1.3% 8
2021
Q4 		$9.83M Buy
55,287
+682
+1% +$108K 1.2% 9
2021
Q3 		$7.73M Buy
54,605
+16,778
+44% +$2.47M 1.05% 14
2021
Q2 		$5.18M Sell
37,827
-397
-1% -$51.4K 0.71% 69
2021
Q1 		$4.67M Sell
38,224
-4,238
-10% -$544K 0.69% 68
2020
Q4 		$5.63M Sell
42,462
-52
-0.1% -$6.25K 0.88% 28
2020
Q3 		$4.92M Sell
42,514
-30,558
-42% -$3.33M 0.89% 27
2020
Q2 		$6.66M Buy
73,072
+54,236
+288% +$4.2M 1.35% 7
2020
Q1 		$1.2M Buy
18,836
+232
+1% +$17.1K 0.31% 110
2019
Q4 		$1.37M Buy
+18,604
New +$1.2M 0.27% 123

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marks Group Wealth Management's AAPL Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Apple (AAPL) stake by 4.6% in Q1 2026, selling an estimated $1.4M and leaving 110,979 shares worth $28.2M. The position accounts for 2.72% of the portfolio, ranked #2.

Marks Group Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $31.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Marks Group Wealth Management held 110,979 shares of Apple worth $28.2M as of Q1 2026.
  • Marks Group Wealth Management sold 5,380 Apple shares in Q1 2026, an estimated $1.4M.
  • Apple made up 2.72% of Marks Group Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Marks Group Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Apple position peaked at $31.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.