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
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Quarterly reported holdings in Apple by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 309k | 254.63 |
| 2025-06-30 | $61M | 296k | 205.17 |
| 2025-03-31 | $52M | 232k | 222.13 |
| 2024-12-31 | $49M | 195k | 250.42 |
| 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 |
More positions owned by Morningstar Investment Management
View all positions for Morningstar Investment Management