Marshall Wace
AAPL icon

Marshall Wace’s Apple AAPL Stock Holding History

Marshall Wace’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 		$26.4M Buy
103,900
+79,900
+333% +$20.8M 0.03% 598
2025
Q4 		$6.52M Buy
24,000
+1,700
+8% +$456K 0.01% 1033
2025
Q3 		$5.68M Buy
+22,300
New +$5.04M 0.01% 1141
2024
Q3 		– Sell
-100
Closed -$21.1K – 2442
2024
Q2 		$21.1K Sell
100
-57,700
-100% -$10.8M ﹤0.01% 2469
2024
Q1 		$10.8M Sell
57,800
-625,500
-92% -$114M 0.02% 721
2023
Q4 		$132M Buy
683,300
+648,900
+1,886% +$120M 0.22% 84
2023
Q3 		$5.89M Sell
34,400
-271,500
-89% -$49.8M 0.01% 812
2023
Q2 		$59.3M Sell
305,900
-328,800
-52% -$57.3M 0.12% 187
2023
Q1 		$105M Buy
634,700
+324,900
+105% +$47.9M 0.22% 97
2022
Q4 		$40.3M Sell
309,800
-149,800
-33% -$21.4M 0.09% 243
2022
Q3 		$63.5M Buy
459,600
+396,400
+627% +$62.2M 0.14% 146
2022
Q2 		$8.64M Sell
63,200
-204,000
-76% -$30.9M 0.02% 961
2022
Q1 		$46.7M Buy
267,200
+5,700
+2% +$959K 0.09% 247
2021
Q4 		$46.4M Buy
+261,500
New +$41.3M 0.09% 237
2021
Q3 		– Sell
-59,600
Closed -$8.16M – 2960
2021
Q2 		$8.16M Sell
59,600
-51,300
-46% -$6.65M 0.04% 580
2021
Q1 		$13.5M Buy
+110,900
New +$14.2M 0.06% 323

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

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. 6,071 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.
  • 6,071 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.