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Apple Inc. (AAPL) Mutual fund holders

Apple Inc. Mutual fund holders

Original reported balances and amendments, ordered by publication. Calculated values use only evidence known at that publication; unavailable values remain missing.

  • 30 Jun 2026: Holder Bright Rock Quality Large Cap Fund; Type Mutual fund; Reported balance date 31 May 2026; Reported shares 56.00K.
  • 29 Jun 2026: Holder RED OAK TECHNOLOGY SELECT FUND; Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 106.08K.
  • 29 Jun 2026: Holder INVESTMENT HOUSE GROWTH FUND (THE); Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 47.47K.
  • 29 Jun 2026: Holder AMT Diversified Equity Fund; Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 68.02K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
30 Jun 2026Bright Rock Quality Large Cap FundMutual fund31 May 202656.00K$17.15M*1 Jun 2026
29 Jun 2026RED OAK TECHNOLOGY SELECT FUNDMutual fund30 Apr 2026106.08K$28.78M*30 Apr 2026
29 Jun 2026INVESTMENT HOUSE GROWTH FUND (THE)Mutual fund30 Apr 202647.47K$12.88M*30 Apr 2026
29 Jun 2026AMT Diversified Equity FundMutual fund30 Apr 202668.02K$18.46M*30 Apr 2026
29 Jun 2026PineBridge Dynamic Asset Allocation FundMutual fund30 Apr 202611.58K$3.14M*30 Apr 2026
29 Jun 2026Congress Large Cap Growth FundMutual fund30 Apr 2026168.50K$45.72M*30 Apr 2026
29 Jun 2026COPLEY INVESTMENT FUNDMutual fund30 Apr 202622.97K$6.23M*30 Apr 2026
29 Jun 2026REYNDERS, MCVEIGH CORE EQUITY FUNDMutual fund30 Apr 202610.94K$2.97M*30 Apr 2026
29 Jun 2026Frost Growth Equity FundMutual fund30 Apr 202674.09K$20.11M*30 Apr 2026
29 Jun 2026MFS Global Alternative Strategy FundMutual fund30 Apr 202618.86K$5.12M*30 Apr 2026
29 Jun 2026COMMONWEALTH GLOBAL FUNDMutual fund30 Apr 20264.50K$1.22M*30 Apr 2026
29 Jun 2026MFS Global Growth FundMutual fund30 Apr 202679.64K$21.61M*30 Apr 2026
29 Jun 2026Haverford Quality Growth Stock FundMutual fund30 Apr 202681.63K$22.15M*30 Apr 2026
29 Jun 2026SA Large Cap Index PortfolioMutual fund30 Apr 2026791.31K$214.72M*30 Apr 2026
29 Jun 2026SA JPMorgan Large Cap Core PortfolioMutual fund30 Apr 2026116.55K$31.62M*30 Apr 2026
29 Jun 2026SA AB Growth PortfolioMutual fund30 Apr 2026188.16K$51.06M*30 Apr 2026
29 Jun 2026SA MFS Massachusetts Investors Trust PortfolioMutual fund30 Apr 2026136.05K$36.92M*30 Apr 2026
29 Jun 2026SA MFS Large Cap Growth PortfolioMutual fund30 Apr 2026312.82K$84.88M*30 Apr 2026
29 Jun 2026SA Janus Focused Growth PortfolioMutual fund30 Apr 202690.88K$24.66M*30 Apr 2026
29 Jun 2026SA Fidelity Institutional AM Global Equities PortfolioMutual fund30 Apr 202653.31K$14.47M*30 Apr 2026
29 Jun 2026SA JPMorgan Diversified Balanced PortfolioMutual fund30 Apr 202631.48K$8.54M*30 Apr 2026
29 Jun 2026SA Schroders VCP Global Allocation PortfolioMutual fund30 Apr 202620.40K$5.54M*30 Apr 2026
29 Jun 2026SA T. Rowe Price VCP Balanced PortfolioMutual fund30 Apr 2026102.79K$27.89M*30 Apr 2026
29 Jun 2026SA Franklin Tactical Opportunities PortfolioMutual fund30 Apr 20267.24K$1.96M*30 Apr 2026
29 Jun 2026SA Goldman Sachs Multi-Asset Insights PortfolioMutual fund30 Apr 20266.95K$1.89M*30 Apr 2026
29 Jun 2026SA T. Rowe Price Allocation Moderately Aggressive PortfolioMutual fund30 Apr 202685.54K$23.21M*30 Apr 2026
29 Jun 2026SA Large Cap Growth Index PortfolioMutual fund30 Apr 2026165.89K$45.01M*30 Apr 2026
29 Jun 2026SA Large Cap Value Index PortfolioMutual fund30 Apr 2026179.91K$48.82M*30 Apr 2026
29 Jun 2026SA Franklin Systematic U.S. Large Cap Core PortfolioMutual fund30 Apr 202678.35K$21.26M*30 Apr 2026
29 Jun 2026THE CHESAPEAKE GROWTH FUNDMutual fund30 Apr 202611.96K$3.25M*30 Apr 2026
29 Jun 2026Lord Abbett Growth Leaders FundMutual fund30 Apr 20261.49M$405.60M*30 Apr 2026
29 Jun 2026Lord Abbett Focused Growth FundMutual fund30 Apr 202637.83K$10.27M*30 Apr 2026
29 Jun 2026DANA LARGE CAP EQUITY FUNDMutual fund30 Apr 202616.50K$4.48M*30 Apr 2026
29 Jun 2026DANA EPIPHANY EQUITY FUNDMutual fund30 Apr 202617.60K$4.78M*30 Apr 2026
29 Jun 2026Becker Equity FundMutual fund30 Apr 20266.60K$1.79M*30 Apr 2026
29 Jun 2026Invesco Multi-Strategy FundMutual fund30 Apr 202613.78K$3.74M*30 Apr 2026
26 Jun 2026 Balanced FundMutual fund30 Apr 202695.61K$25.94M*30 Apr 2026
26 Jun 2026 Select FundMutual fund30 Apr 20262.08M$563.24M*30 Apr 2026
26 Jun 2026 Ultra FundMutual fund30 Apr 20268.05M$2.18B*30 Apr 2026
26 Jun 2026Large Cap Equity FundMutual fund30 Apr 2026538.31K$146.07M*30 Apr 2026
26 Jun 2026 Growth FundMutual fund30 Apr 20264.61M$1.25B*30 Apr 2026
26 Jun 2026VANGUARD GLOBAL MINIMUM VOLATILITY FUNDMutual fund30 Apr 2026109.55K$29.73M*30 Apr 2026
26 Jun 2026PGIM Jennison Global Equity Income FundMutual fund30 Apr 202675.09K$20.38M*30 Apr 2026
26 Jun 2026PGIM Jennison Technology FundMutual fund30 Apr 202612.84K$3.48M*30 Apr 2026
26 Jun 2026Invesco Charter FundMutual fund30 Apr 2026748.17K$203.02M*30 Apr 2026
26 Jun 2026Invesco Main Street All Cap FundMutual fund30 Apr 2026357.41K$96.98M*30 Apr 2026
26 Jun 2026PGIM Income Builder FundMutual fund30 Apr 20263.33K$902.78K*30 Apr 2026
26 Jun 2026PGIM Quant Solutions Large-Cap Core FundMutual fund30 Apr 2026253.08K$68.67M*30 Apr 2026
26 Jun 2026PGIM Jennison Diversified Growth FundMutual fund30 Apr 202696.59K$26.21M*30 Apr 2026
26 Jun 2026PGIM Jennison Rising Dividend FundMutual fund30 Apr 20267.54K$2.05M*30 Apr 2026
26 Jun 2026JPMorgan Global Allocation FundMutual fund30 Apr 2026116.66K$31.66M*30 Apr 2026
26 Jun 2026Neuberger Long Short FundMutual fund30 Apr 20261.38M$375.42M*30 Apr 2026
26 Jun 2026BlackRock Multi-Asset Income PortfolioMutual fund30 Apr 202636.80K$9.98M*30 Apr 2026
26 Jun 2026abrdn U.S. Sustainable Leaders FundMutual fund30 Apr 202613.79K$3.74M*30 Apr 2026
26 Jun 2026abrdn Dynamic Dividend FundMutual fund30 Apr 202610.60K$2.88M*30 Apr 2026
26 Jun 2026SLOW CAPITAL GROWTH FUNDMutual fund30 Apr 202611.21K$3.04M*30 Apr 2026
26 Jun 2026American Funds Global Balanced FundMutual fund30 Apr 2026932.10K$252.93M*30 Apr 2026
26 Jun 2026Morningstar Global Opportunistic Equity FundMutual fund30 Apr 20263.25K$881.62K*30 Apr 2026
26 Jun 2026American Funds Global Insight FundMutual fund30 Apr 20262.17M$589.05M*30 Apr 2026
26 Jun 2026Fidelity Hedged Equity FundMutual fund30 Apr 2026163.35K$44.32M*30 Apr 2026
26 Jun 2026Fidelity Women's Leadership FundMutual fund30 Apr 202640.99K$11.12M*30 Apr 2026
26 Jun 2026Fidelity U.S. Low Volatility Equity FundMutual fund30 Apr 2026646.00$175.29K*30 Apr 2026
26 Jun 2026Fidelity Series Sustainable U.S. Market FundMutual fund30 Apr 202610.43K$2.83M*30 Apr 2026
26 Jun 2026Fidelity Capital Appreciation FundMutual fund30 Apr 2026883.51K$239.74M*30 Apr 2026
26 Jun 2026Fidelity Disciplined Equity FundMutual fund30 Apr 2026202.53K$54.96M*30 Apr 2026
26 Jun 2026Fidelity Focused Stock FundMutual fund30 Apr 2026493.00K$133.78M*30 Apr 2026
26 Jun 2026ALGER GROWTH & INCOME FUNDMutual fund30 Apr 2026217.06K$58.90M*30 Apr 2026
26 Jun 2026ALGER CAPITAL APPRECIATION FUNDMutual fund30 Apr 2026545.36K$147.98M*30 Apr 2026
26 Jun 2026Alger AI Enablers & Adopters FundMutual fund30 Apr 20262.40K$651.51K*30 Apr 2026
26 Jun 2026Fidelity SAI U.S. Low Volatility Index FundMutual fund30 Apr 20265.02M$1.36B*30 Apr 2026
26 Jun 2026Fidelity SAI U.S. Quality Index FundMutual fund30 Apr 20269.61M$2.61B*30 Apr 2026
26 Jun 2026Fidelity SAI U.S. Large Cap Index FundMutual fund30 Apr 20263.72M$1.01B*30 Apr 2026
26 Jun 2026Fidelity SAI U.S. Momentum Index FundMutual fund30 Apr 2026918.97K$249.36M*30 Apr 2026
26 Jun 2026Fidelity Series All-Sector Equity FundMutual fund30 Apr 2026718.64K$195.00M*30 Apr 2026
26 Jun 2026Fidelity Advisor Global Capital Appreciation FundMutual fund30 Apr 202612.60K$3.42M*30 Apr 2026
26 Jun 2026VANGUARD DIVIDEND GROWTH FUNDMutual fund30 Apr 20264.67M$1.27B*30 Apr 2026
26 Jun 2026PGIM Jennison Global Opportunities FundMutual fund30 Apr 2026564.36K$153.14M*30 Apr 2026
26 Jun 2026Fidelity Worldwide FundMutual fund30 Apr 2026251.00K$68.11M*30 Apr 2026
26 Jun 2026Parametric Volatility Risk Premium - Defensive FundMutual fund30 Apr 2026170.12K$46.16M*30 Apr 2026
26 Jun 2026Fidelity Blue Chip Growth FundMutual fund30 Apr 202633.27M$9.03B*30 Apr 2026
26 Jun 2026Fidelity Dividend Growth FundMutual fund30 Apr 2026811.47K$220.19M*30 Apr 2026
26 Jun 2026Fidelity Growth and Income PortfolioMutual fund30 Apr 20261.73M$468.24M*30 Apr 2026
26 Jun 2026Fidelity Series Blue Chip Growth FundMutual fund30 Apr 20266.12M$1.66B*30 Apr 2026
26 Jun 2026Fidelity Blue Chip Growth K6 FundMutual fund30 Apr 20263.84M$1.04B*30 Apr 2026
26 Jun 2026Harbor Capital Appreciation FundMutual fund30 Apr 20266.03M$1.64B*30 Apr 2026
26 Jun 2026THRIVENT DYNAMIC ALLOCATION FUNDMutual fund30 Apr 202617.44K$4.73M*30 Apr 2026
26 Jun 2026THRIVENT MODERATE ALLOCATION FUNDMutual fund30 Apr 2026134.86K$36.59M*30 Apr 2026
26 Jun 2026THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDMutual fund30 Apr 2026185.60K$50.36M*30 Apr 2026
26 Jun 2026THRIVENT LARGE CAP GROWTH FUNDMutual fund30 Apr 2026959.88K$260.46M*30 Apr 2026
26 Jun 2026Fidelity Large Cap Stock K6 FundMutual fund30 Apr 202619.14K$5.19M*30 Apr 2026
26 Jun 2026Fidelity ZERO Total Market Index FundMutual fund30 Apr 20267.62M$2.07B*30 Apr 2026
26 Jun 2026BNY Mellon Institutional S&P 500 Stock Index FundMutual fund30 Apr 2026322.01K$87.38M*30 Apr 2026
26 Jun 2026Calamos Select FundMutual fund30 Apr 202615.20K$4.12M*30 Apr 2026
26 Jun 2026Calamos Growth & Income FundMutual fund30 Apr 2026711.15K$192.97M*30 Apr 2026
26 Jun 2026Calamos Market Neutral Income FundMutual fund30 Apr 20262.52M$683.35M*30 Apr 2026
26 Jun 2026Calamos Growth FundMutual fund30 Apr 2026460.00K$124.82M*30 Apr 2026
26 Jun 2026Calamos Hedged Equity FundMutual fund30 Apr 2026208.93K$56.69M*30 Apr 2026
26 Jun 2026Wilmington Global Alpha Equities FundMutual fund30 Apr 202623.33K$6.33M*30 Apr 2026
26 Jun 2026Wilmington Large-Cap Strategy FundMutual fund30 Apr 2026134.65K$36.54M*30 Apr 2026
26 Jun 2026BlackRock Global Allocation Fund, Inc.Mutual fund30 Apr 20261.34M$363.16M*30 Apr 2026

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