MW
AAPL icon

Marks Wealth’s Apple AAPL Stock Holding History

Marks 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
2026
Q1 		– Sell
-50,988
Closed -$13.9M – 13
2025
Q4 		$13.9M Buy
+50,988
New +$13.7M 4.64% 10
2022
Q3 		– Sell
-12,687
Closed -$1.74M – 9
2022
Q2 		$1.74M Sell
12,687
-237
-2% -$35.9K 2.04% 5
2022
Q1 		$2.26M Sell
12,924
-48
-0.4% -$8.07K 0.69% 18
2021
Q4 		$2.3M Sell
12,972
-330
-2% -$52.2K 0.72% 17
2021
Q3 		$1.88M Sell
13,302
-219
-2% -$32.2K 0.61% 15
2021
Q2 		$1.85M Sell
13,521
-252
-2% -$32.7K 0.63% 18
2021
Q1 		$1.68M Sell
13,773
-2,596
-16% -$333K 0.55% 22
2020
Q4 		$2.17M Buy
+16,369
New +$1.97M 0.75% 19

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 Wealth's AAPL Position: Q1 2026 in Review

Marks Wealth sold out of Apple (AAPL) in Q1 2026, closing a stake of 50,988 shares — an estimated $13.9M sold.

Marks Wealth first reported a position in AAPL in Q4 2020 and held it in 8 quarters. The position peaked at $13.9M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Marks Wealth reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Marks Wealth sold 50,988 Apple shares in Q1 2026, an estimated $13.9M.
  • Marks Wealth first reported a position in Apple in Q4 2020 and held it in 8 quarters.
  • Marks Wealth's Apple position peaked at $13.9M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Marks Wealth's 13F filing for Q1 2026, filed 4 May 2026.