MIM
Morningstar Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.8M | Buy |
296,355
+64,177
| +28% | +$13.2M | 5.34% | 6 |
|
|
2025
Q1 | $51.6M | Buy |
232,178
+37,265
| +19% | +$8.28M | 4.39% | 7 |
|
|
2024
Q4 | $48.8M | Buy |
194,913
+45,801
| +31% | +$11.5M | 3.85% | 8 |
|
|
2024
Q3 | $34.5M | Buy |
149,112
+2,797
| +2% | +$647K | 3.41% | 8 |
|
|
2024
Q2 | $30.8M | Buy |
146,315
+30,228
| +26% | +$6.37M | 3.22% | 8 |
|
|
2024
Q1 | $19.9M | Hold |
116,087
| – | – | 2.16% | 10 |
|
|
2023
Q4 | $22.4M | Sell |
116,087
-8
| -0% | -$1.54K | 2.57% | 10 |
|
|
2023
Q3 | $19.9M | Hold |
116,095
| – | – | 2.73% | 9 |
|
|
2023
Q2 | $22.5M | Sell |
116,095
-5,375
| -4% | -$1.04M | 2.99% | 9 |
|
|
2023
Q1 | $20M | Sell |
121,470
-25,731
| -17% | -$4.24M | 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% | +$8.46M | 3.83% | 8 |
|
|
2022
Q1 | $14.9M | Buy |
85,335
+12,625
| +17% | +$2.2M | 2.79% | 10 |
|
|
2021
Q4 | $12.9M | Buy |
+72,710
| New | +$12.9M | 1.96% | 16 |
|