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Morningstar Investment Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on AAPL, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 202,910 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,910 shares
    Change vs previous 13F 0 shares

    3.18% of the 13F portfolio, value $51,496,529.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 202,910 shares
    Change vs previous 13F -4,300 shares

    3.19% of the 13F portfolio, value $51,496,529.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 207,210 shares
    Change vs previous 13F -101,461 shares

    3.33% of the 13F portfolio, value $56,332,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 308,671 shares
    Change vs previous 13F +12,316 shares

    2.89% of the 13F portfolio, value $78,597,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 296,355 shares
    Change vs previous 13F +61,433 shares

    5.34% of the 13F portfolio, value $60,803,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 234,922 shares
    Change vs previous 13F +36,110 shares

    3.03% of the 13F portfolio, value $52,184,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 2,744 shares
    • Morningstar Investment Management LLC: 232,178 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 198,812 shares
    Change vs previous 13F -25,873 shares

    2.1% of the 13F portfolio, value $49,786,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 3,899 shares
    • Morningstar Investment Management LLC: 194,913 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 224,685 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $51,705,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 75,573 shares
    • Morningstar Investment Management LLC: 149,112 shares

    Acceptance time not in the bulk data set (spec §4.2).