MCM
Marsico Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Sell |
431,992
-130,720
| -23% | -$26.8M | 2.4% | 15 |
|
|
2025
Q1 | $125M | Sell |
562,712
-589,388
| -51% | -$131M | 4.29% | 6 |
|
|
2024
Q4 | $289M | Sell |
1,152,100
-92,595
| -7% | -$23.2M | 7.85% | 3 |
|
|
2024
Q3 | $290M | Buy |
1,244,695
+43,544
| +4% | +$10.1M | 8.1% | 3 |
|
|
2024
Q2 | $253M | Buy |
1,201,151
+465,216
| +63% | +$98M | 7.57% | 3 |
|
|
2024
Q1 | $126M | Buy |
735,935
+252,193
| +52% | +$43.2M | 4.15% | 8 |
|
|
2023
Q4 | $93.1M | Sell |
483,742
-248,891
| -34% | -$47.9M | 3.65% | 9 |
|
|
2023
Q3 | $125M | Sell |
732,633
-224,278
| -23% | -$38.4M | 5.37% | 5 |
|
|
2023
Q2 | $186M | Buy |
956,911
+45,009
| +5% | +$8.73M | 7.4% | 2 |
|
|
2023
Q1 | $150M | Buy |
911,902
+275,228
| +43% | +$45.4M | 7.04% | 2 |
|
|
2022
Q4 | $82.7M | Sell |
636,674
-355,681
| -36% | -$46.2M | 4.28% | 3 |
|
|
2022
Q3 | $137M | Buy |
992,355
+102,179
| +11% | +$14.1M | 7.38% | 3 |
|
|
2022
Q2 | $122M | Sell |
890,176
-442,663
| -33% | -$60.5M | 5.94% | 3 |
|
|
2022
Q1 | $233M | Buy |
1,332,839
+339,046
| +34% | +$59.2M | 8.11% | 1 |
|
|
2021
Q4 | $176M | Buy |
993,793
+10,916
| +1% | +$1.94M | 5.15% | 4 |
|
|
2021
Q3 | $139M | Buy |
982,877
+46,079
| +5% | +$6.52M | 4.26% | 7 |
|
|
2021
Q2 | $128M | Sell |
936,798
-11,736
| -1% | -$1.61M | 3.18% | 13 |
|
|
2021
Q1 | $116M | Sell |
948,534
-491,984
| -34% | -$60.1M | 3.02% | 12 |
|
|
2020
Q4 | $191M | Sell |
1,440,518
-3,314
| -0.2% | -$440K | 4.95% | 7 |
|
|
2020
Q3 | $167M | Buy |
1,443,832
+1,085,957
| +303% | +$126M | 4.64% | 8 |
|
|
2020
Q2 | $131M | Sell |
357,875
-11,696
| -3% | -$4.27M | 4.11% | 10 |
|
|
2020
Q1 | $94M | Sell |
369,571
-29,254
| -7% | -$7.44M | 4.04% | 10 |
|
|
2019
Q4 | $117M | Sell |
398,825
-21,001
| -5% | -$6.17M | 4.18% | 10 |
|
|
2019
Q3 | $94M | Buy |
419,826
+60,256
| +17% | +$13.5M | 3.67% | 10 |
|
|
2019
Q2 | $71.2M | Sell |
359,570
-132,632
| -27% | -$26.3M | 2.54% | 13 |
|
|
2019
Q1 | $93.5M | Sell |
492,202
-107,627
| -18% | -$20.4M | 3.37% | 11 |
|
|
2018
Q4 | $94.6M | Sell |
599,829
-186,958
| -24% | -$29.5M | 3.99% | 10 |
|
|
2018
Q3 | $178M | Sell |
786,787
-124,955
| -14% | -$28.2M | 6% | 7 |
|
|
2018
Q2 | $169M | Buy |
911,742
+66,809
| +8% | +$12.4M | 6.05% | 6 |
|
|
2018
Q1 | $142M | Buy |
844,933
+453,342
| +116% | +$76.1M | 5.33% | 8 |
|
|
2017
Q4 | $66.3M | Sell |
391,591
-61,929
| -14% | -$10.5M | 2.65% | 13 |
|
|
2017
Q3 | $69.9M | Buy |
453,520
+124,774
| +38% | +$19.2M | 2.8% | 11 |
|
|
2017
Q2 | $47.3M | Buy |
328,746
+67,316
| +26% | +$9.69M | 1.98% | 15 |
|
|
2017
Q1 | $37.6M | Buy |
261,430
+182,791
| +232% | +$26.3M | 1.63% | 17 |
|
|
2016
Q4 | $9.11M | Sell |
78,639
-10,174
| -11% | -$1.18M | 0.4% | 38 |
|
|
2016
Q3 | $10M | Sell |
88,813
-4,903
| -5% | -$554K | 0.38% | 43 |
|
|
2016
Q2 | $8.96M | Sell |
93,716
-50,481
| -35% | -$4.83M | 0.31% | 49 |
|
|
2016
Q1 | $15.7M | Sell |
144,197
-1,470,523
| -91% | -$160M | 0.47% | 37 |
|
|
2015
Q4 | $170M | Sell |
1,614,720
-1,751,043
| -52% | -$184M | 3% | 17 |
|
|
2015
Q3 | $371M | Sell |
3,365,763
-3,094,417
| -48% | -$341M | 3.87% | 5 |
|
|
2015
Q2 | $810M | Buy |
6,460,180
+478,968
| +8% | +$60.1M | 7.16% | 1 |
|
|
2015
Q1 | $744M | Buy |
5,981,212
+287,490
| +5% | +$35.8M | 6.28% | 3 |
|
|
2014
Q4 | $628M | Buy |
5,693,722
+1,361,276
| +31% | +$150M | 5.05% | 2 |
|
|
2014
Q3 | $436M | Buy |
4,332,446
+4,215,404
| +3,602% | +$425M | 3.41% | 10 |
|
|
2014
Q2 | $10.9M | Buy |
+117,042
| New | +$10.9M | 0.08% | 81 |
|