Marshall Wace’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 | $2.13B | Buy |
8,383,099
+1,725,380
| +26% | +$449M | 2.12% | 4 |
|
|
2025
Q4 | $1.81B | Sell |
6,657,719
-4,156,014
| -38% | -$1.12B | 1.65% | 6 |
|
|
2025
Q3 | $2.75B | Buy |
10,813,733
+822,086
| +8% | +$186M | 2.79% | 3 |
|
|
2025
Q2 | $2.05B | Sell |
9,991,647
-1,678,351
| -14% | -$339M | 2.31% | 5 |
|
|
2025
Q1 | $2.59B | Sell |
11,669,998
-1,923,814
| -14% | -$446M | 3.29% | 2 |
|
|
2024
Q4 | $3.4B | Buy |
13,593,812
+4,501,716
| +50% | +$1.06B | 4.09% | 2 |
|
|
2024
Q3 | $2.12B | Buy |
9,092,096
+1,023,437
| +13% | +$229M | 2.58% | 4 |
|
|
2024
Q2 | $1.7B | Buy |
8,068,659
+2,518,991
| +45% | +$470M | 2.27% | 4 |
|
|
2024
Q1 | $952M | Buy |
5,549,668
+1,071,502
| +24% | +$195M | 1.45% | 5 |
|
|
2023
Q4 | $862M | Buy |
4,478,166
+668,262
| +18% | +$123M | 1.46% | 4 |
|
|
2023
Q3 | $652M | Sell |
3,809,904
-3,083,602
| -45% | -$565M | 1.32% | 7 |
|
|
2023
Q2 | $1.34B | Buy |
6,893,506
+1,821,500
| +36% | +$317M | 2.61% | 4 |
|
|
2023
Q1 | $836M | Buy |
5,072,006
+185,491
| +4% | +$27.4M | 1.78% | 4 |
|
|
2022
Q4 | $635M | Sell |
4,886,515
-97,871
| -2% | -$14M | 1.43% | 1 |
|
|
2022
Q3 | $689M | Sell |
4,984,386
-311,065
| -6% | -$48.8M | 1.51% | 1 |
|
|
2022
Q2 | $724M | Buy |
5,295,451
+32,704
| +0.6% | +$4.95M | 1.49% | 1 |
|
|
2022
Q1 | $919M | Sell |
5,262,747
-1,278,393
| -20% | -$215M | 1.74% | 1 |
|
|
2021
Q4 | $1.16B | Buy |
6,541,140
+5,326,132
| +438% | +$842M | 2.14% | 3 |
|
|
2021
Q3 | $172M | Sell |
1,215,008
-93,727
| -7% | -$13.8M | 0.71% | 11 |
|
|
2021
Q2 | $179M | Buy |
1,308,735
+13,613
| +1% | +$1.76M | 0.81% | 9 |
|
|
2021
Q1 | $158M | Buy |
1,295,122
+213,652
| +20% | +$27.4M | 0.73% | 16 |
|
|
2020
Q4 | $143M | Buy |
1,081,470
+320,433
| +42% | +$38.5M | 0.78% | 19 |
|
|
2020
Q3 | $88.1M | Sell |
761,037
-79,963
| -10% | -$8.73M | 0.56% | 29 |
|
|
2020
Q2 | $76.7M | Buy |
841,000
+205,280
| +32% | +$15.9M | 0.54% | 31 |
|
|
2020
Q1 | $40.4M | Buy |
635,720
+103,252
| +19% | +$7.59M | 0.4% | 51 |
|
|
2019
Q4 | $39.1M | Sell |
532,468
-875,460
| -62% | -$56.3M | 0.27% | 87 |
|
|
2019
Q3 | $78.8M | Buy |
1,407,928
+1,204,136
| +591% | +$63M | 0.62% | 23 |
|
|
2019
Q2 | $10.1M | Buy |
203,792
+63,328
| +45% | +$3.09M | 0.08% | 276 |
|
|
2019
Q1 | $6.67M | Sell |
140,464
-420,788
| -75% | -$17.8M | 0.06% | 379 |
|
|
2018
Q4 | $22.1M | Buy |
561,252
+305,024
| +119% | +$14.8M | 0.23% | 97 |
|
|
2018
Q3 | $14.5M | Buy |
256,228
+211,484
| +473% | +$11M | 0.12% | 221 |
|
|
2018
Q2 | $2.07M | Buy |
44,744
+32,944
| +279% | +$1.49M | 0.03% | 420 |
|
|
2018
Q1 | $495K | Sell |
11,800
-258,460
| -96% | -$11.1M | 0.02% | 364 |
|
|
2017
Q4 | $11.4M | Buy |
270,260
+94,104
| +53% | +$3.93M | 0.48% | 53 |
|
|
2017
Q3 | $6.78M | Buy |
176,156
+80,592
| +84% | +$3.13M | 0.32% | 71 |
|
|
2017
Q2 | $3.44M | Sell |
95,564
-381,988
| -80% | -$14.1M | 0.15% | 117 |
|
|
2017
Q1 | $17.2M | Buy |
477,552
+193,504
| +68% | +$6.37M | 0.83% | 32 |
|
|
2016
Q4 | $8.22M | Sell |
284,048
-1,490,580
| -84% | -$42.3M | 0.05% | 376 |
|
|
2016
Q3 | $50.2M | Buy |
1,774,628
+471,748
| +36% | +$12.5M | 0.36% | 71 |
|
|
2016
Q2 | $31.1M | Sell |
1,302,880
-718,012
| -36% | -$17.8M | 0.26% | 91 |
|
|
2016
Q1 | $55.1M | Buy |
2,020,892
+1,365,708
| +208% | +$34M | 0.53% | 49 |
|
|
2015
Q4 | $17.2M | Sell |
655,184
-924,208
| -59% | -$26.4M | 0.16% | 151 |
|
|
2015
Q3 | $43.6M | Sell |
1,579,392
-1,512,356
| -49% | -$44.4M | 0.54% | 45 |
|
|
2015
Q2 | $96.9M | Buy |
3,091,748
+2,260,340
| +272% | +$72.3M | 1.26% | 6 |
|
|
2015
Q1 | $25.9M | Sell |
831,408
-389,348
| -32% | -$11.8M | 0.34% | 79 |
|
|
2014
Q4 | $33.7M | Sell |
1,220,756
-1,476,192
| -55% | -$40.2M | 0.44% | 54 |
|
|
2014
Q3 | $67.9M | Buy |
2,696,948
+410,028
| +18% | +$10.1M | 0.98% | 12 |
|
|
2014
Q2 | $53.1M | Buy |
2,286,920
+2,201,268
| +2,570% | +$46.8M | 0.78% | 26 |
|
|
2014
Q1 | $1.64M | Buy |
+85,652
| New | +$1.63M | 0.03% | 393 |
|
Other funds holding AAPL
VCM
VPM
Marshall Wace's AAPL Position: Q1 2026 in Review
Marshall Wace increased its Apple (AAPL) stake by 26% in Q1 2026, buying an estimated $449M and bringing the position to 8,383,099 shares worth $2.13B. The position accounts for 2.12% of the portfolio, ranked #4.
Marshall Wace first reported a position in AAPL in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.4B in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Marshall Wace held 8,383,099 shares of Apple worth $2.13B as of Q1 2026.
- Marshall Wace bought 1,725,380 Apple shares in Q1 2026, an estimated $449M.
- Apple made up 2.12% of Marshall Wace's portfolio in Q1 2026, its #4 holding.
- Marshall Wace first reported a position in Apple in Q1 2014 and has held it in 49 quarters since.
- Marshall Wace's Apple position peaked at $3.4B in Q4 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.