MIM
AAPL icon

Morningstar Investment Management’s Apple AAPL Stock Holding History

Morningstar Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.5M Hold
202,910
– – 3.18% 4
2026
Q1 		$51.5M Sell
202,910
-4,300
-2% -$1.12M 3.19% 4
2025
Q4 		$56.3M Sell
207,210
-101,461
-33% -$27.2M 3.33% 3
2025
Q3 		$78.6M Buy
308,671
+12,316
+4% +$2.78M 2.89% 4
2025
Q2 		$60.8M Buy
296,355
+64,177
+28% +$13M 5.34% 6
2025
Q1 		$51.6M Buy
232,178
+37,265
+19% +$8.63M 4.39% 7
2024
Q4 		$48.8M Buy
194,913
+45,801
+31% +$10.8M 3.85% 8
2024
Q3 		$34.5M Buy
149,112
+2,797
+2% +$625K 3.41% 8
2024
Q2 		$30.8M Buy
146,315
+30,228
+26% +$5.64M 3.22% 8
2024
Q1 		$19.9M Hold
116,087
– – 2.16% 10
2023
Q4 		$22.4M Sell
116,087
-8
-0% -$1.48K 2.57% 10
2023
Q3 		$19.9M Hold
116,095
– – 2.73% 9
2023
Q2 		$22.5M Sell
116,095
-5,375
-4% -$937K 2.99% 9
2023
Q1 		$20M Sell
121,470
-25,731
-17% -$3.8M 2.95% 13
2022
Q4 		$19.1M Hold
147,201
– – 3.23% 11
2022
Q3 		$20.3M Hold
147,201
– – 3.85% 10
2022
Q2 		$20.1M Buy
147,201
+61,866
+72% +$9.37M 3.83% 8
2022
Q1 		$14.9M Buy
85,335
+12,625
+17% +$2.12M 2.79% 10
2021
Q4 		$12.9M Buy
+72,710
New +$11.5M 1.96% 16

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Morningstar Investment Management's AAPL Position: Q2 2026 in Review

Morningstar Investment Management held its Apple (AAPL) position steady in Q2 2026 at 202,910 shares worth $51.5M. The position accounts for 3.18% of the portfolio, ranked #4.

Morningstar Investment Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $78.6M in Q3 2025. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Morningstar Investment Management held 202,910 shares of Apple worth $51.5M as of Q2 2026.
  • Morningstar Investment Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 3.18% of Morningstar Investment Management's portfolio in Q2 2026, its #4 holding.
  • Morningstar Investment Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Morningstar Investment Management's Apple position peaked at $78.6M in Q3 2025.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.