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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

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Quarterly reported holdings in Apple by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
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