Morningstar Investment Management »

Apple shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $35M 149k 231.30
2024-06-30 $31M 146k 210.62
2024-03-31 $20M 116k 171.48
2023-09-30 $20M 116k 171.21
2023-06-30 $23M 116k 193.97
2023-03-31 $20M 122k 164.90
2022-12-31 $19M 147k 129.93
2022-09-30 $20M 147k 138.20
2022-06-30 $20M 147k 136.72
2022-03-31 $15M 85k 174.61
2021-12-31 $13M 73k 177.57