Apple shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Apple
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Quarterly reported holdings in Apple by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.0M | 35k | 170.68 |
| 2023-06-30 | $4.4M | 23k | 189.53 |
| 2023-03-31 | $2.5M | 16k | 161.88 |
| 2022-12-31 | $1.8M | 14k | 126.27 |
| 2022-09-30 | $2.8M | 19k | 144.82 |
| 2022-06-30 | $3.0M | 22k | 138.93 |
| 2022-03-31 | $3.7M | 21k | 177.97 |
| 2021-12-31 | $4.1M | 23k | 177.56 |
| 2021-09-30 | $3.1M | 22k | 142.83 |
| 2021-06-30 | $2.8M | 21k | 136.30 |
| 2021-03-31 | $2.5M | 21k | 119.92 |
| 2020-12-31 | $3.2M | 25k | 132.69 |
| 2020-09-30 | $2.8M | 24k | 114.08 |
| 2020-06-30 | $2.4M | 6.5k | 361.74 |
| 2020-03-31 | $1.6M | 6.1k | 254.80 |
| 2019-12-31 | $2.0M | 6.8k | 292.97 |
| 2019-09-30 | $1.3M | 5.8k | 223.13 |
| 2019-06-30 | $1.1M | 5.7k | 197.99 |
| 2019-03-31 | $1.3M | 6.7k | 189.89 |
| 2018-12-31 | $1.0M | 6.4k | 157.78 |
| 2018-09-30 | $1.7M | 7.5k | 225.81 |
| 2018-06-30 | $1.3M | 6.9k | 185.14 |
| 2018-03-31 | $1.6M | 9.3k | 167.81 |
| 2017-12-31 | $3.2M | 19k | 169.23 |
| 2017-09-30 | $3.0M | 20k | 154.14 |
| 2017-06-30 | $3.2M | 23k | 144.04 |
| 2017-03-31 | $8.6M | 60k | 143.65 |
| 2016-12-31 | $6.2M | 53k | 115.82 |
| 2016-09-30 | $5.2M | 46k | 113.06 |
| 2016-06-30 | $3.8M | 40k | 95.90 |
| 2016-03-31 | $2.1M | 19k | 109.00 |
| 2015-12-31 | $1.5M | 15k | 105.28 |
| 2015-09-30 | $1.1M | 10k | 110.31 |
| 2015-06-30 | $927k | 7.4k | 125.47 |
| 2015-03-31 | $788k | 6.3k | 124.41 |
| 2014-12-31 | $2.7M | 25k | 110.39 |
| 2014-09-30 | $3.9M | 39k | 100.76 |
| 2014-06-30 | $4.6M | 49k | 92.94 |
| 2014-03-31 | $3.6M | 6.7k | 536.76 |
| 2013-12-31 | $3.5M | 6.2k | 560.94 |
| 2013-09-30 | $2.7M | 5.6k | 489.62 |
| 2013-06-30 | $2.0M | 4.9k | 396.51 |
| 2013-03-31 | $1.6M | 3.6k | 430.10 |
| 2012-12-31 | $579k | 1.1k | 548.82 |
| 2012-09-30 | $423k | 640 | 660.94 |
| 2012-06-30 | $332k | 561 | 591.80 |
| 2012-03-31 | $349k | 564 | 618.79 |
| 2011-12-31 | $220k | 542 | 405.90 |
More positions owned by Morningstar Investment Services
View all positions for Morningstar Investment Services