Marsico Capital Management’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
$182M Buy
715,610
+5,575
+0.8% +$1.45M 5.34% 5
2025
Q4
$193M Sell
710,035
-6,463
-0.9% -$1.74M 5.37% 5
2025
Q3
$182M Buy
716,498
+284,506
+66% +$64.3M 4.68% 8
2025
Q2
$88.6M Sell
431,992
-130,720
-23% -$26.4M 2.4% 15
2025
Q1
$125M Sell
562,712
-589,388
-51% -$137M 4.29% 6
2024
Q4
$289M Sell
1,152,100
-92,595
-7% -$21.8M 7.85% 3
2024
Q3
$290M Buy
1,244,695
+43,544
+4% +$9.72M 8.1% 3
2024
Q2
$253M Buy
1,201,151
+465,216
+63% +$86.8M 7.57% 3
2024
Q1
$126M Buy
735,935
+252,193
+52% +$45.9M 4.15% 8
2023
Q4
$93.1M Sell
483,742
-248,891
-34% -$46M 3.65% 9
2023
Q3
$125M Sell
732,633
-224,278
-23% -$41.1M 5.37% 5
2023
Q2
$186M Buy
956,911
+45,009
+5% +$7.84M 7.4% 2
2023
Q1
$150M Buy
911,902
+275,228
+43% +$40.6M 7.04% 2
2022
Q4
$82.7M Sell
636,674
-355,681
-36% -$50.8M 4.28% 3
2022
Q3
$137M Buy
992,355
+102,179
+11% +$16M 7.38% 3
2022
Q2
$122M Sell
890,176
-442,663
-33% -$67M 5.94% 3
2022
Q1
$233M Buy
1,332,839
+339,046
+34% +$57M 8.11% 1
2021
Q4
$176M Buy
993,793
+10,916
+1% +$1.73M 5.15% 4
2021
Q3
$139M Buy
982,877
+46,079
+5% +$6.78M 4.26% 7
2021
Q2
$128M Sell
936,798
-11,736
-1% -$1.52M 3.18% 13
2021
Q1
$116M Sell
948,534
-491,984
-34% -$63.2M 3.02% 12
2020
Q4
$191M Sell
1,440,518
-3,314
-0.2% -$399K 4.95% 7
2020
Q3
$167M Buy
1,443,832
+12,332
+0.9% +$1.35M 4.64% 8
2020
Q2
$131M Sell
1,431,500
-46,784
-3% -$3.63M 4.11% 10
2020
Q1
$94M Sell
1,478,284
-117,016
-7% -$8.61M 4.04% 10
2019
Q4
$117M Sell
1,595,300
-84,004
-5% -$5.4M 4.18% 10
2019
Q3
$94M Buy
1,679,304
+241,024
+17% +$12.6M 3.67% 10
2019
Q2
$71.2M Sell
1,438,280
-530,528
-27% -$25.9M 2.54% 13
2019
Q1
$93.5M Sell
1,968,808
-430,508
-18% -$18.3M 3.37% 11
2018
Q4
$94.6M Sell
2,399,316
-747,832
-24% -$36.3M 3.99% 10
2018
Q3
$178M Sell
3,147,148
-499,820
-14% -$26M 6% 7
2018
Q2
$169M Buy
3,646,968
+267,236
+8% +$12.1M 6.05% 6
2018
Q1
$142M Buy
3,379,732
+1,813,368
+116% +$78.1M 5.33% 8
2017
Q4
$66.3M Sell
1,566,364
-247,716
-14% -$10.4M 2.65% 13
2017
Q3
$69.9M Buy
1,814,080
+499,096
+38% +$19.4M 2.8% 11
2017
Q2
$47.3M Buy
1,314,984
+269,264
+26% +$9.95M 1.98% 15
2017
Q1
$37.6M Buy
1,045,720
+731,164
+232% +$24.1M 1.63% 17
2016
Q4
$9.11M Sell
314,556
-40,696
-11% -$1.15M 0.4% 38
2016
Q3
$10M Sell
355,252
-19,612
-5% -$519K 0.38% 43
2016
Q2
$8.96M Sell
374,864
-201,924
-35% -$5.02M 0.31% 49
2016
Q1
$15.7M Sell
576,788
-5,882,092
-91% -$147M 0.47% 37
2015
Q4
$170M Sell
6,458,880
-7,004,172
-52% -$200M 3% 17
2015
Q3
$371M Sell
13,463,052
-12,377,668
-48% -$363M 3.87% 5
2015
Q2
$810M Buy
25,840,720
+1,915,872
+8% +$61.3M 7.16% 1
2015
Q1
$744M Buy
23,924,848
+1,149,960
+5% +$34.7M 6.28% 3
2014
Q4
$628M Buy
22,774,888
+5,445,104
+31% +$148M 5.05% 2
2014
Q3
$436M Buy
17,329,784
+16,861,616
+3,602% +$414M 3.41% 10
2014
Q2
$10.9M Buy
+468,168
New +$9.96M 0.08% 81

Other funds holding AAPL

Marsico Capital Management's AAPL Position: Q1 2026 in Review

Marsico Capital Management increased its Apple (AAPL) stake by 0.79% in Q1 2026, buying an estimated $1.45M and bringing the position to 715,610 shares worth $182M. The position accounts for 5.34% of the portfolio, ranked #5.

Marsico Capital Management first reported a position in AAPL in Q2 2014 and has held it in 48 quarters since. The position peaked at $810M in Q2 2015. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Marsico Capital Management held 715,610 shares of Apple worth $182M as of Q1 2026.
  • Marsico Capital Management bought 5,575 Apple shares in Q1 2026, an estimated $1.45M.
  • Apple made up 5.34% of Marsico Capital Management's portfolio in Q1 2026, its #5 holding.
  • Marsico Capital Management first reported a position in Apple in Q2 2014 and has held it in 48 quarters since.
  • Marsico Capital Management's Apple position peaked at $810M in Q2 2015.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Marsico Capital Management's 13F filing for Q1 2026, filed 13 May 2026.