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Apple Inc. (AAPL) Mutual fund holders, 2026, Page 12

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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.

  • 5 May 2026: Holder LKCM Aquinas Catholic Equity Fund; Type Mutual fund; Reported balance date 31 Mar 2026; Reported shares 8.00K.
  • 29 Apr 2026: Holder Hilton Tactical Income Fund; Type Mutual fund; Reported balance date 28 Feb 2026; Reported shares 9.07K.
  • 29 Apr 2026: Holder Invesco Income Advantage U.S. Fund; Type Mutual fund; Reported balance date 28 Feb 2026; Reported shares 41.49K.
  • 29 Apr 2026: Holder Invesco Equally-Weighted S&P 500 Fund; Type Mutual fund; Reported balance date 28 Feb 2026; Reported shares 46.18K.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
5 May 2026LKCM Aquinas Catholic Equity FundMutual fund31 Mar 20268.00K$2.03M*31 Mar 2026
29 Apr 2026Hilton Tactical Income FundMutual fund28 Feb 20269.07K$2.40M*2 Mar 2026
29 Apr 2026Invesco Income Advantage U.S. FundMutual fund28 Feb 202641.49K$10.98M*2 Mar 2026
29 Apr 2026Invesco Equally-Weighted S&P 500 FundMutual fund28 Feb 202646.18K$12.22M*2 Mar 2026
29 Apr 2026Invesco S&P 500 Index FundMutual fund28 Feb 20261.05M$277.43M*2 Mar 2026
29 Apr 2026Invesco NASDAQ 100 Index FundMutual fund28 Feb 202659.61K$15.78M*2 Mar 2026
29 Apr 2026FIIG ESG STOCK PLAN FOR RETIREMENTMutual fund28 Feb 202640.00$10.59K*2 Mar 2026
29 Apr 2026FIIG STOCK FUND FOR RETIREMENTMutual fund28 Feb 202642.00$11.12K*2 Mar 2026
29 Apr 2026Towpath Technology FundMutual fund28 Feb 20261.39K$367.96K*2 Mar 2026
29 Apr 2026Horizon Active Asset Allocation FundMutual fund28 Feb 202631.16K$8.25M*2 Mar 2026
29 Apr 2026Horizon Active Risk Assist FundMutual fund28 Feb 202642.64K$11.29M*2 Mar 2026
29 Apr 2026Horizon Equity Premium Income FundMutual fund28 Feb 202629.05K$7.69M*2 Mar 2026
29 Apr 2026Horizon Defined Risk FundMutual fund28 Feb 2026215.47K$57.04M*2 Mar 2026
29 Apr 2026Horizon Defensive Core FundMutual fund28 Feb 2026101.94K$26.99M*2 Mar 2026
29 Apr 2026 Horizon Multi-Factor U.S. Equity FundMutual fund28 Feb 2026128.38K$33.98M*2 Mar 2026
29 Apr 2026Centre American Select Equity FundMutual fund28 Feb 202697.96K$25.93M*2 Mar 2026
29 Apr 2026Symmetry Panoramic Global Equity FundMutual fund28 Feb 2026(m)(m)(m)
29 Apr 2026Symmetry Panoramic Global Equity FundMutual fund28 Feb 2026(m)(m)(m)
29 Apr 2026Symmetry Panoramic US Equity FundMutual fund28 Feb 2026(m)(m)(m)
29 Apr 2026Symmetry Panoramic US Equity FundMutual fund28 Feb 2026(m)(m)(m)
29 Apr 2026Asset Allocation FundMutual fund28 Feb 202623.86K$6.32M*2 Mar 2026
29 Apr 2026Large Capital Growth FundMutual fund28 Feb 2026206.41K$54.64M*2 Mar 2026
29 Apr 2026Nasdaq-100 Index FundMutual fund28 Feb 2026314.14K$83.16M*2 Mar 2026
29 Apr 2026Science & Technology FundMutual fund28 Feb 2026848.15K$224.52M*2 Mar 2026
29 Apr 2026Systematic Growth FundMutual fund28 Feb 2026431.38K$114.19M*2 Mar 2026
29 Apr 2026Stock Index FundMutual fund28 Feb 20261.66M$440.13M*2 Mar 2026
29 Apr 2026Systematic Core FundMutual fund28 Feb 2026165.29K$43.76M*2 Mar 2026
29 Apr 2026Dividend Value FundMutual fund28 Feb 202615.65K$4.14M*2 Mar 2026
29 Apr 2026Global Strategy FundMutual fund28 Feb 202619.24K$5.09M*2 Mar 2026
29 Apr 2026Growth FundMutual fund28 Feb 2026487.88K$129.15M*2 Mar 2026
29 Apr 2026U.S. Socially Responsible FundMutual fund28 Feb 202616.65K$4.41M*2 Mar 2026
29 Apr 2026Capital Appreciation FundMutual fund28 Feb 2026100.76K$26.67M*2 Mar 2026
29 Apr 2026Amana Growth FundMutual fund28 Feb 20261.64M$435.26M*2 Mar 2026
29 Apr 2026GMO U.S. Equity FundMutual fund28 Feb 202644.01K$11.65M*2 Mar 2026
29 Apr 2026GMO Quality FundMutual fund28 Feb 20262.03M$536.82M*2 Mar 2026
29 Apr 2026GMO Alternative Allocation FundMutual fund28 Feb 202631.08K$8.23M*2 Mar 2026
29 Apr 2026S&P 500 Index FundMutual fund28 Feb 202678.28K$20.72M*2 Mar 2026
29 Apr 2026Shelton Equity Income FundMutual fund28 Feb 202670.10K$18.56M*2 Mar 2026
29 Apr 2026Nasdaq-100 Index FundMutual fund28 Feb 2026572.44K$151.54M*2 Mar 2026
29 Apr 2026Saturna Growth FundMutual fund28 Feb 202621.62K$5.72M*2 Mar 2026
29 Apr 2026Saturna Core FundMutual fund28 Feb 20262.25K$595.62K*2 Mar 2026
29 Apr 2026Saturna Sustainable Equity FundMutual fund28 Feb 20263.03K$801.57K*2 Mar 2026
28 Apr 2026The Texas FundMutual fund28 Feb 20262.35K$622.09K*2 Mar 2026
28 Apr 2026Monteagle Enhanced Equity Income FundMutual fund28 Feb 20261.90K$502.97K*2 Mar 2026
28 Apr 2026Tanaka Growth FundMutual fund28 Feb 20266.56K$1.74M*2 Mar 2026
28 Apr 2026Sparrow Growth FundMutual fund28 Feb 202613.36K$3.54M*2 Mar 2026
28 Apr 2026Invesco American Franchise FundMutual fund28 Feb 20263.28M$868.85M*2 Mar 2026
28 Apr 2026Invesco Discovery Large Cap FundMutual fund28 Feb 20261.16M$307.59M*2 Mar 2026
28 Apr 2026Blue Chip Growth FundMutual fund28 Feb 20261.96M$518.97M*2 Mar 2026
28 Apr 2026Capital Appreciation Value FundMutual fund28 Feb 2026158.02K$41.83M*2 Mar 2026
28 Apr 2026Fundamental All Cap Core FundMutual fund28 Feb 202631.80K$8.42M*2 Mar 2026
28 Apr 2026Multi-Asset Absolute Return FundMutual fund28 Feb 2026528.00$139.77K*2 Mar 2026
28 Apr 2026Global Equity FundMutual fund28 Feb 202631.24K$8.27M*2 Mar 2026
28 Apr 2026Multi-Asset High Income FundMutual fund28 Feb 2026760.00$201.19K*2 Mar 2026
28 Apr 2026U.S. Sector Rotation FundMutual fund28 Feb 20261.22M$321.80M*2 Mar 2026
28 Apr 2026BRADLEY FOSTER & SARGENT EQUITY FUNDMutual fund28 Feb 202611.00K$2.91M*2 Mar 2026
28 Apr 2026Copeland Dividend Growth FundMutual fund28 Feb 20261.80K$475.70K*2 Mar 2026
28 Apr 2026Catholic Values Equity FundMutual fund28 Feb 202648.55K$12.85M*2 Mar 2026
28 Apr 2026Destinations Large Cap Equity FundMutual fund28 Feb 2026687.07K$181.88M*2 Mar 2026
28 Apr 2026Zacks All-Cap Core FundMutual fund28 Feb 20265.58K$1.48M*2 Mar 2026
28 Apr 2026Victory Pioneer Disciplined Growth FundMutual fund28 Feb 2026301.75K$79.88M*2 Mar 2026
28 Apr 2026VANGUARD FTSE SOCIAL INDEX FUNDMutual fund28 Feb 20267.63M$2.02B*2 Mar 2026
28 Apr 2026VANGUARD U.S. GROWTH FUNDMutual fund28 Feb 202611.21M$2.97B*2 Mar 2026
28 Apr 2026Goldman Sachs Large Cap Equity FundMutual fund28 Feb 2026336.02K$88.95M*2 Mar 2026
28 Apr 2026F/m Large Cap Focused FundMutual fund28 Feb 202646.88K$12.41M*2 Mar 2026
28 Apr 2026SIIT LARGE CAP INDEX FUNDMutual fund28 Feb 2026438.36K$116.04M*2 Mar 2026
28 Apr 2026SIIT DYNAMIC ASSET ALLOCATION FUNDMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026SIIT DYNAMIC ASSET ALLOCATION FUNDMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026SIIT DYNAMIC ASSET ALLOCATION FUNDMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026SIIT S&P 500 INDEX FUNDMutual fund28 Feb 20261.08M$284.85M*2 Mar 2026
28 Apr 2026SIIT GLOBAL MANAGED VOLATILITY FUNDMutual fund28 Feb 202646.94K$12.42M*2 Mar 2026
28 Apr 2026SIIT U.S. Equity Factor Allocation FundMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026SIIT U.S. Equity Factor Allocation FundMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026SIIT U.S. Equity Factor Allocation FundMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026SIIT U.S. Equity Factor Allocation FundMutual fund28 Feb 2026(m)(m)(m)
28 Apr 2026VANGUARD WELLINGTON FUNDMutual fund28 Feb 202618.37M$4.86B*2 Mar 2026
28 Apr 2026VOYA LARGE-CAP GROWTH FUNDMutual fund28 Feb 2026354.31K$93.79M*2 Mar 2026
28 Apr 2026VOYA CORPORATE LEADERS(R) 100 FUNDMutual fund28 Feb 202648.10K$12.73M*2 Mar 2026
28 Apr 2026Voya Global Income & Growth FundMutual fund28 Feb 202626.02K$6.89M*2 Mar 2026
28 Apr 2026Voya VACS Series LCC FundMutual fund28 Feb 2026636.00$168.36K*2 Mar 2026
28 Apr 2026OAK HARVEST LONG/SHORT HEDGED EQUITYMutual fund28 Feb 20265.00K$1.32M*2 Mar 2026
28 Apr 2026Destinations Shelter FundMutual fund28 Feb 202624.54K$6.49M*2 Mar 2026
28 Apr 2026State Street S&P 500 Index FundMutual fund28 Feb 2026404.54K$107.09M*2 Mar 2026
28 Apr 2026Lord Abbett Dividend Growth FundMutual fund28 Feb 2026379.12K$100.36M*2 Mar 2026
28 Apr 2026Saratoga Technology & Communication PortfolioMutual fund28 Feb 20266.77K$1.79M*2 Mar 2026
28 Apr 2026Saratoga Large Capitalization Growth PortfolioMutual fund28 Feb 202611.69K$3.09M*2 Mar 2026
28 Apr 2026SIIT LARGE CAP FUNDMutual fund28 Feb 202673.93K$19.57M*2 Mar 2026
28 Apr 2026SIIT LARGE CAP DISCIPLINED EQUITY FUNDMutual fund28 Feb 2026266.82K$70.63M*2 Mar 2026
28 Apr 2026SIIT U.S. MANAGED VOLATILITY FUNDMutual fund28 Feb 202611.63K$3.08M*2 Mar 2026
27 Apr 2026Columbia Cornerstone Equity FundMutual fund28 Feb 2026305.22K$80.80M*2 Mar 2026
27 Apr 2026Multi-Manager Value Strategies FundMutual fund28 Feb 2026262.84K$69.58M*2 Mar 2026
27 Apr 2026Columbia Integrated Large Cap Growth FundMutual fund28 Feb 202654.52K$14.43M*2 Mar 2026
27 Apr 2026Archer Stock FundMutual fund28 Feb 20263.50K$927.58K*2 Mar 2026
27 Apr 2026North Star Opportunity FundMutual fund28 Feb 202617.30K$4.58M*2 Mar 2026
27 Apr 2026HVIA EQUITY FUNDMutual fund28 Feb 20267.13K$1.89M*2 Mar 2026
27 Apr 2026BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUNDMutual fund28 Feb 202639.31K$10.41M*2 Mar 2026
27 Apr 2026WAYCROSS FOCUSED CORE EQUITY FUNDMutual fund28 Feb 202632.95K$8.72M*2 Mar 2026
27 Apr 2026T. Rowe Price Tax-Efficient Equity FundMutual fund28 Feb 2026457.00K$120.98M*2 Mar 2026
27 Apr 2026Columbia Large Cap Growth Opportunity FundMutual fund28 Feb 2026315.97K$83.64M*2 Mar 2026
27 Apr 2026Columbia Large Cap Enhanced Core FundMutual fund28 Feb 2026113.19K$29.96M*2 Mar 2026

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