MCM
AAPL icon

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
2022
Q1 		– Hold
0
– -$1.07M – 83
2021
Q4 		– Hold
0
– – – 25

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. 1,964 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.
  • 1,964 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.