Marshall Wace
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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 		$39.5M Sell
155,500
-150,700
-49% -$39.2M 0.04% 444
2025
Q4 		$83.2M Sell
306,200
-52,500
-15% -$14.1M 0.08% 214
2025
Q3 		$91.3M Sell
358,700
-406,100
-53% -$91.7M 0.09% 188
2025
Q2 		$157M Buy
+764,800
New +$154M 0.18% 98
2025
Q1 		– Sell
-444,200
Closed -$111M – 2575
2024
Q4 		$111M Buy
444,200
+7,600
+2% +$1.79M 0.13% 134
2024
Q3 		$102M Buy
436,600
+281,700
+182% +$62.9M 0.12% 141
2024
Q2 		$32.6M Sell
154,900
-730,000
-82% -$136M 0.04% 354
2024
Q1 		$166M Buy
884,900
+185,800
+27% +$33.8M 0.25% 69
2023
Q4 		$135M Buy
699,100
+632,500
+950% +$117M 0.23% 80
2023
Q3 		$11.4M Sell
66,600
-406,800
-86% -$74.6M 0.02% 611
2023
Q2 		$91.8M Buy
473,400
+5,600
+1% +$976K 0.18% 114
2023
Q1 		$77.1M Buy
467,800
+35,000
+8% +$5.16M 0.16% 132
2022
Q4 		$56.2M Buy
432,800
+229,200
+113% +$32.8M 0.13% 179
2022
Q3 		$28.1M Buy
203,600
+6,200
+3% +$973K 0.06% 342
2022
Q2 		$27M Sell
197,400
-291,700
-60% -$44.2M 0.06% 356
2022
Q1 		$85.4M Buy
489,100
+390,700
+397% +$65.7M 0.16% 131
2021
Q4 		$17.5M Sell
98,400
-1,800
-2% -$284K 0.03% 549
2021
Q3 		$14.2M Buy
100,200
+62,300
+164% +$9.17M 0.06% 378
2021
Q2 		$5.19M Sell
37,900
-187,000
-83% -$24.2M 0.02% 808
2021
Q1 		$27.5M Buy
+224,900
New +$28.9M 0.13% 167

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. 6,072 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.
  • 6,072 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.