Morningstar Investment Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $610K | Sell |
2,744
-1,155
| -30% | -$268K | 0.11% | 111 |
|
|
2024
Q4 | $976K | Sell |
3,899
-71,674
| -95% | -$16.9M | 0.09% | 113 |
|
|
2024
Q3 | $17.2M | Buy |
75,573
+19,160
| +34% | +$4.28M | 0.18% | 109 |
|
|
2024
Q2 | $12.1M | Buy |
56,413
+13,655
| +32% | +$2.55M | 0.13% | 119 |
|
|
2024
Q1 | $7.41M | Sell |
42,758
-32,425
| -43% | -$5.9M | 0.08% | 131 |
|
|
2023
Q4 | $14.6M | Buy |
75,183
+39,831
| +113% | +$7.35M | 0.08% | 133 |
|
|
2023
Q3 | $6.03M | Buy |
35,352
+12,000
| +51% | +$2.2M | 0.08% | 130 |
|
|
2023
Q2 | $4.43M | Buy |
23,352
+7,618
| +48% | +$1.33M | 0.06% | 137 |
|
|
2023
Q1 | $2.55M | Buy |
15,734
+1,297
| +9% | +$191K | 0.03% | 141 |
|
|
2022
Q4 | $1.82M | Sell |
14,437
-4,587
| -24% | -$656K | 0.02% | 146 |
|
|
2022
Q3 | $2.75M | Sell |
19,024
-2,678
| -12% | -$420K | 0.04% | 135 |
|
|
2022
Q2 | $3.02M | Buy |
21,702
+811
| +4% | +$123K | 0.04% | 133 |
|
|
2022
Q1 | $3.72M | Sell |
20,891
-2,098
| -9% | -$353K | 0.04% | 143 |
|
|
2021
Q4 | $4.08M | Buy |
22,989
+1,229
| +6% | +$194K | 0.05% | 141 |
|
|
2021
Q3 | $3.11M | Buy |
21,760
+887
| +4% | +$131K | 0.04% | 152 |
|
|
2021
Q2 | $2.85M | Buy |
20,873
+150
| +0.7% | +$19.4K | 0.03% | 155 |
|
|
2021
Q1 | $2.48M | Sell |
20,723
-3,756
| -15% | -$482K | 0.03% | 159 |
|
|
2020
Q4 | $3.25M | Buy |
24,479
+241
| +1% | +$29K | 0.05% | 159 |
|
|
2020
Q3 | $2.77M | Sell |
24,238
-1,902
| -7% | -$208K | 0.04% | 153 |
|
|
2020
Q2 | $2.36M | Buy |
26,140
+1,556
| +6% | +$121K | 0.04% | 153 |
|
|
2020
Q1 | $1.57M | Sell |
24,584
-2,572
| -9% | -$189K | 0.03% | 158 |
|
|
2019
Q4 | $1.99M | Buy |
27,156
+3,780
| +16% | +$243K | 0.03% | 133 |
|
|
2019
Q3 | $1.3M | Buy |
23,376
+688
| +3% | +$36K | 0.02% | 131 |
|
|
2019
Q2 | $1.12M | Sell |
22,688
-4,296
| -16% | -$209K | 0.02% | 153 |
|
|
2019
Q1 | $1.28M | Buy |
26,984
+1,252
| +5% | +$53.1K | 0.02% | 146 |
|
|
2018
Q4 | $1.01M | Sell |
25,732
-4,400
| -15% | -$213K | 0.02% | 137 |
|
|
2018
Q3 | $1.7M | Buy |
30,132
+2,348
| +8% | +$122K | 0.03% | 133 |
|
|
2018
Q2 | $1.29M | Sell |
27,784
-9,544
| -26% | -$433K | 0.02% | 134 |
|
|
2018
Q1 | $1.57M | Sell |
37,328
-38,616
| -51% | -$1.66M | 0.03% | 135 |
|
|
2017
Q4 | $3.21M | Sell |
75,944
-2,792
| -4% | -$117K | 0.06% | 125 |
|
|
2017
Q3 | $3.03M | Sell |
78,736
-11,296
| -13% | -$438K | 0.07% | 126 |
|
|
2017
Q2 | $3.24M | Sell |
90,032
-150,296
| -63% | -$5.56M | 0.08% | 122 |
|
|
2017
Q1 | $8.63M | Buy |
240,328
+27,828
| +13% | +$916K | 0.22% | 96 |
|
|
2016
Q4 | $6.15M | Buy |
212,500
+27,252
| +15% | +$773K | 0.2% | 97 |
|
|
2016
Q3 | $5.24M | Buy |
185,248
+25,832
| +16% | +$684K | 0.15% | 113 |
|
|
2016
Q2 | $3.82M | Buy |
159,416
+83,308
| +109% | +$2.07M | 0.12% | 125 |
|
|
2016
Q1 | $2.07M | Buy |
76,108
+18,132
| +31% | +$452K | 0.07% | 153 |
|
|
2015
Q4 | $1.53M | Buy |
57,976
+16,564
| +40% | +$473K | 0.06% | 146 |
|
|
2015
Q3 | $1.14M | Buy |
41,412
+11,860
| +40% | +$348K | 0.05% | 159 |
|
|
2015
Q2 | $927K | Buy |
29,552
+4,216
| +17% | +$135K | 0.04% | 162 |
|
|
2015
Q1 | $788K | Sell |
25,336
-74,272
| -75% | -$2.24M | 0.03% | 163 |
|
|
2014
Q4 | $2.75M | Sell |
99,608
-55,064
| -36% | -$1.5M | 0.13% | 120 |
|
|
2014
Q3 | $3.9M | Sell |
154,672
-41,240
| -21% | -$1.01M | 0.2% | 104 |
|
|
2014
Q2 | $4.55M | Buy |
195,912
+8,536
| +5% | +$182K | 0.26% | 90 |
|
|
2014
Q1 | $3.59M | Buy |
187,376
+15,064
| +9% | +$287K | 0.25% | 92 |
|
|
2013
Q4 | $3.45M | Buy |
172,312
+15,848
| +10% | +$299K | 0.26% | 87 |
|
|
2013
Q3 | $2.74M | Buy |
156,464
+18,480
| +13% | +$306K | 0.24% | 86 |
|
|
2013
Q2 | $1.95M | Buy |
+137,984
| New | +$2.12M | 0.2% | 93 |
|
Other funds holding AAPL
Morningstar Investment Services's AAPL Position: Q1 2025 in Review
Morningstar Investment Services reduced its Apple (AAPL) stake by 30% in Q1 2025, selling an estimated $268K and leaving 2,744 shares worth $610K. The position accounts for 0.11% of the portfolio, ranked #111.
Morningstar Investment Services first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $17.2M in Q3 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.
- Morningstar Investment Services held 2,744 shares of Apple worth $610K as of Q1 2025.
- Morningstar Investment Services sold 1,155 Apple shares in Q1 2025, an estimated $268K.
- Apple made up 0.11% of Morningstar Investment Services's portfolio in Q1 2025, its #111 holding.
- Morningstar Investment Services first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
- Morningstar Investment Services's Apple position peaked at $17.2M in Q3 2024.
- 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.