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Morton Capital Management’s Apple AAPL Stock Holding History

Morton Capital 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 		$16.7M Sell
57,763
-85
-0.1% -$24.3K 2.29% 8
2026
Q1 		$14.7M Buy
57,848
+2,995
+5% +$779K 2.18% 7
2025
Q4 		$14.9M Sell
54,853
-151
-0.3% -$40.5K 2.29% 8
2025
Q3 		$14M Sell
55,004
-5,793
-10% -$1.31M 2.3% 8
2025
Q2 		$12.5M Buy
60,797
+2,000
+3% +$404K 2.21% 8
2025
Q1 		$13.1M Sell
58,797
-5,701
-9% -$1.32M 2.52% 8
2024
Q4 		$16.2M Sell
64,498
-2,001
-3% -$472K 3.04% 9
2024
Q3 		$15.5M Buy
66,499
+2,719
+4% +$607K 3.05% 8
2024
Q2 		$13.4M Sell
63,780
-7,675
-11% -$1.43M 3.19% 8
2024
Q1 		$12.3M Sell
71,455
-395
-0.5% -$71.8K 3.31% 6
2023
Q4 		$13.8M Sell
71,850
-840
-1% -$155K 4.11% 6
2023
Q3 		$12.4M Sell
72,690
-1,547
-2% -$284K 4.41% 6
2023
Q2 		$14.4M Buy
74,237
+515
+0.7% +$89.7K 4.92% 6
2023
Q1 		$12.2M Sell
73,722
-3,277
-4% -$484K 4.3% 5
2022
Q4 		$10M Buy
76,999
+7,029
+10% +$1M 3.91% 6
2022
Q3 		$9.67M Buy
69,970
+2,629
+4% +$413K 4.4% 7
2022
Q2 		$9.21M Buy
67,341
+3,287
+5% +$498K 4.01% 6
2022
Q1 		$11.2M Sell
64,054
-593
-0.9% -$99.7K 4.59% 6
2021
Q4 		$11.5M Buy
+64,647
New +$10.2M 4.64% 5

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Morton Capital Management's AAPL Position: Q2 2026 in Review

Morton Capital Management reduced its Apple (AAPL) stake by 0.15% in Q2 2026, selling an estimated $24.3K and leaving 57,763 shares worth $16.7M. The position accounts for 2.29% of the portfolio, ranked #8.

Morton Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,949 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Morton Capital Management held 57,763 shares of Apple worth $16.7M as of Q2 2026.
  • Morton Capital Management sold 85 Apple shares in Q2 2026, an estimated $24.3K.
  • Apple made up 2.29% of Morton Capital Management's portfolio in Q2 2026, its #8 holding.
  • Morton Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,949 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.