Marvin & Palmer Associates’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 | $3.2M | Sell |
12,599
-11,449
| -48% | -$2.98M | 3.83% | 19 |
|
|
2025
Q4 | $6.54M | Buy |
+24,048
| New | +$6.46M | 4.62% | 11 |
|
|
2025
Q2 | – | Sell |
-12,794
| Closed | -$2.84M | – | 33 |
|
|
2025
Q1 | $2.84M | Sell |
12,794
-11,400
| -47% | -$2.64M | 4.24% | 17 |
|
|
2024
Q4 | $6.06M | Buy |
24,194
+11,266
| +87% | +$2.66M | 4.63% | 12 |
|
|
2024
Q3 | $3.01M | Buy |
+12,928
| New | +$2.89M | 2.53% | 19 |
|
|
2023
Q4 | – | Sell |
-42,569
| Closed | -$7.29M | – | 33 |
|
|
2023
Q3 | $7.29M | Sell |
42,569
-7,769
| -15% | -$1.42M | 4.73% | 15 |
|
|
2023
Q2 | $9.76M | Sell |
50,338
-1,230
| -2% | -$214K | 4.4% | 11 |
|
|
2023
Q1 | $8.5M | Buy |
51,568
+5,203
| +11% | +$768K | 4.28% | 16 |
|
|
2022
Q4 | $6.02M | Sell |
46,365
-311
| -0.7% | -$44.4K | 3.17% | 21 |
|
|
2022
Q3 | $6.45M | Hold |
46,676
| – | – | 3.96% | 18 |
|
|
2022
Q2 | $6.38M | Hold |
46,676
| – | – | 3.28% | 22 |
|
|
2022
Q1 | $8.15M | Sell |
46,676
-954
| -2% | -$160K | 3.67% | 18 |
|
|
2021
Q4 | $8.46M | Buy |
+47,630
| New | +$7.53M | 3.62% | 15 |
|
|
2021
Q2 | – | Sell |
-69,135
| Closed | -$8.45M | – | 29 |
|
|
2021
Q1 | $8.45M | Sell |
69,135
-37,302
| -35% | -$4.79M | 3.75% | 13 |
|
|
2020
Q4 | $14M | Buy |
106,437
+14,584
| +16% | +$1.75M | 5.61% | 1 |
|
|
2020
Q3 | $10.6M | Sell |
91,853
-6,951
| -7% | -$758K | 5.61% | 1 |
|
|
2020
Q2 | $9.01M | Buy |
98,804
+15,924
| +19% | +$1.23M | 5.44% | 1 |
|
|
2020
Q1 | $5.27M | Sell |
82,880
-35,200
| -30% | -$2.59M | 5.04% | 4 |
|
|
2019
Q4 | $8.67M | Buy |
+118,080
| New | +$7.6M | 5.11% | 3 |
|
|
2019
Q1 | – | Sell |
-61,480
| Closed | -$2.42M | – | 28 |
|
|
2018
Q4 | $2.42M | Sell |
61,480
-40,740
| -40% | -$1.98M | 2.09% | 23 |
|
|
2018
Q3 | $5.77M | Buy |
+102,220
| New | +$5.32M | 4.37% | 10 |
|
|
2016
Q2 | – | Sell |
-83,140
| Closed | -$2.27M | – | 36 |
|
|
2016
Q1 | $2.27M | Sell |
83,140
-54,000
| -39% | -$1.35M | 2.64% | 13 |
|
|
2015
Q4 | $3.61M | Sell |
137,140
-2,800
| -2% | -$80K | 3.7% | 4 |
|
|
2015
Q3 | $3.86M | Sell |
139,940
-74,800
| -35% | -$2.19M | 4.61% | 1 |
|
|
2015
Q2 | $6.73M | Sell |
214,740
-1,200
| -0.6% | -$38.4K | 6.37% | 2 |
|
|
2015
Q1 | $6.72M | Buy |
215,940
+28,816
| +15% | +$870K | 5.82% | 1 |
|
|
2014
Q4 | $5.16M | Sell |
187,124
-296
| -0.2% | -$8.05K | 5.25% | 2 |
|
|
2014
Q3 | $4.72M | Sell |
187,420
-26,280
| -12% | -$645K | 4.8% | 3 |
|
|
2014
Q2 | $4.96M | Buy |
213,700
+33,968
| +19% | +$723K | 4.31% | 2 |
|
|
2014
Q1 | $3.44M | Sell |
179,732
-33,768
| -16% | -$642K | 3.02% | 9 |
|
|
2013
Q4 | $4.28M | Buy |
213,500
+57,400
| +37% | +$1.08M | 2.57% | 12 |
|
|
2013
Q3 | $2.66M | Sell |
156,100
-229,600
| -60% | -$3.81M | 1.74% | 20 |
|
|
2013
Q2 | $5.46M | Buy |
+385,700
| New | +$5.93M | 2.96% | 8 |
|
Other funds holding AAPL
VCM
VPM
Marvin & Palmer Associates's AAPL Position: Q1 2026 in Review
Marvin & Palmer Associates reduced its Apple (AAPL) stake by 48% in Q1 2026, selling an estimated $2.98M and leaving 12,599 shares worth $3.2M. The position accounts for 3.83% of the portfolio, ranked #19.
Marvin & Palmer Associates first reported a position in AAPL in Q2 2013 and has held it in 33 quarters since. The position peaked at $14M in Q4 2020. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Marvin & Palmer Associates held 12,599 shares of Apple worth $3.2M as of Q1 2026.
- Marvin & Palmer Associates sold 11,449 Apple shares in Q1 2026, an estimated $2.98M.
- Apple made up 3.83% of Marvin & Palmer Associates's portfolio in Q1 2026, its #19 holding.
- Marvin & Palmer Associates first reported a position in Apple in Q2 2013 and has held it in 33 quarters since.
- Marvin & Palmer Associates's Apple position peaked at $14M in Q4 2020.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.