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Apple Inc. (AAPL) Mutual fund holders, 2026, Page 3

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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.

  • 25 Jun 2026: Holder Schwab Core Equity Fund; Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 387.83K.
  • 25 Jun 2026: Holder Schwab Dividend Equity Fund; Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 26.00K.
  • 25 Jun 2026: Holder Schwab S&P 500 Index Fund; Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 32.55M.
  • 25 Jun 2026: Holder Schwab Total Stock Market Index Fund; Type Mutual fund; Reported balance date 30 Apr 2026; Reported shares 8.67M.
FiledHolderTypeReported balance dateReported sharesValue at publicationPrice date used
25 Jun 2026Schwab Core Equity FundMutual fund30 Apr 2026387.83K$105.24M*30 Apr 2026
25 Jun 2026Schwab Dividend Equity FundMutual fund30 Apr 202626.00K$7.06M*30 Apr 2026
25 Jun 2026Schwab S&P 500 Index FundMutual fund30 Apr 202632.55M$8.83B*30 Apr 2026
25 Jun 2026Schwab Total Stock Market Index FundMutual fund30 Apr 20268.67M$2.35B*30 Apr 2026
25 Jun 2026Schwab Fundamental U.S. Large Company Index FundMutual fund30 Apr 20261.86M$505.07M*30 Apr 2026
25 Jun 2026Schwab U.S. Large-Cap Growth Index FundMutual fund30 Apr 20261.92M$521.32M*30 Apr 2026
25 Jun 2026Victory Aggressive Growth FundMutual fund30 Apr 2026510.11K$138.42M*30 Apr 2026
25 Jun 2026Victory Growth FundMutual fund30 Apr 2026428.82K$116.36M*30 Apr 2026
25 Jun 2026Victory Growth & Income FundMutual fund30 Apr 2026278.12K$75.47M*30 Apr 2026
25 Jun 2026Victory Nasdaq-100 Index FundMutual fund30 Apr 20262.28M$619.55M*30 Apr 2026
25 Jun 2026Victory Science & Technology FundMutual fund30 Apr 2026105.42K$28.60M*30 Apr 2026
25 Jun 2026Victory 500 Index FundMutual fund30 Apr 20263.51M$952.27M*30 Apr 2026
25 Jun 2026Victory Value FundMutual fund30 Apr 202614.39K$3.90M*30 Apr 2026
25 Jun 2026Victory Capital Growth FundMutual fund30 Apr 2026178.35K$48.40M*30 Apr 2026
25 Jun 2026Victory Global Managed Volatility FundMutual fund30 Apr 202671.71K$19.46M*30 Apr 2026
25 Jun 2026Steward Values Enhanced Large Cap FundMutual fund30 Apr 202675.28K$20.43M*30 Apr 2026
25 Jun 2026Steward Covered Call Income FundMutual fund30 Apr 202621.50K$5.83M*30 Apr 2026
25 Jun 2026Steward Equity Market Neutral FundMutual fund30 Apr 20263.70K$1.00M*30 Apr 2026
25 Jun 2026Steward Large Cap Core FundMutual fund30 Apr 202651.00K$13.84M*30 Apr 2026
25 Jun 2026Steward Large Cap Growth FundMutual fund30 Apr 202685.00K$23.06M*30 Apr 2026
24 Jun 2026Franklin U.S. Core Equity (IU) FundMutual fund30 Apr 2026336.23K$91.24M*30 Apr 2026
24 Jun 2026Allspring Large Cap Core FundMutual fund30 Apr 2026125.42K$34.03M*30 Apr 2026
24 Jun 2026Allspring Disciplined U.S. Core FundMutual fund30 Apr 2026371.33K$100.76M*30 Apr 2026
24 Jun 2026Nuveen Large Cap Growth FundMutual fund30 Apr 20262.70M$731.63M*30 Apr 2026
24 Jun 2026Allspring Real Return PortfolioMutual fund30 Apr 20265.54K$1.50M*30 Apr 2026
24 Jun 2026Allspring Disciplined Large Cap PortfolioMutual fund30 Apr 202675.09K$20.38M*30 Apr 2026
24 Jun 2026TAX MANAGED MULTI CAP GROWTH PORTFOLIOMutual fund30 Apr 2026100.86K$27.37M*30 Apr 2026
24 Jun 2026Goldman Sachs Multi-Manager Global Equity FundMutual fund30 Apr 202640.05K$10.87M*30 Apr 2026
24 Jun 2026MFS Equity Income FundMutual fund30 Apr 202634.20K$9.28M*30 Apr 2026
24 Jun 2026AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.Mutual fund30 Apr 2026223.05K$60.52M*30 Apr 2026
24 Jun 2026U.S. CORE EQUITY 1 PORTFOLIOMutual fund30 Apr 20267.48M$2.03B*30 Apr 2026
24 Jun 2026U.S. CORE EQUITY 2 PORTFOLIOMutual fund30 Apr 20266.70M$1.82B*30 Apr 2026
24 Jun 2026U.S. VECTOR EQUITY PORTFOLIOMutual fund30 Apr 2026838.64K$227.57M*30 Apr 2026
24 Jun 2026U.S. Sustainability Core 1 PortfolioMutual fund30 Apr 20261.71M$464.25M*30 Apr 2026
24 Jun 2026U.S. Large Cap Growth PortfolioMutual fund30 Apr 20261.01M$274.49M*30 Apr 2026
24 Jun 2026AB All Market Real Return PortfolioMutual fund30 Apr 202626.18K$7.10M*30 Apr 2026
24 Jun 2026Eaton Vance Global Equity Income FundMutual fund30 Apr 202698.55K$26.74M*30 Apr 2026
24 Jun 2026Eaton Vance Global Income Builder FundMutual fund30 Apr 202616.11K$4.37M*30 Apr 2026
24 Jun 2026George Putnam Balanced FundMutual fund30 Apr 2026277.04K$75.17M*30 Apr 2026
24 Jun 2026Domini Impact Equity FundMutual fund30 Apr 2026278.30K$75.52M*30 Apr 2026
24 Jun 2026U.S. LARGE COMPANY PORTFOLIOMutual fund30 Apr 20263.34M$906.43M*30 Apr 2026
24 Jun 2026Franklin Growth Opportunities FundMutual fund30 Apr 20261.19M$322.52M*30 Apr 2026
24 Jun 2026AB LARGE CAP GROWTH FUND INCMutual fund30 Apr 20262.45M$665.79M*30 Apr 2026
24 Jun 2026Putnam U.S. Research FundMutual fund30 Apr 2026130.65K$35.45M*30 Apr 2026
24 Jun 2026Putnam Core Equity FundMutual fund30 Apr 20261.38M$374.75M*30 Apr 2026
24 Jun 2026Allspring Large Cap Growth FundMutual fund30 Apr 2026221.99K$60.24M*30 Apr 2026
24 Jun 2026Nuveen Equity Index FundMutual fund30 Apr 202612.08M$3.28B*30 Apr 2026
24 Jun 2026Nuveen S&P 500 Index FundMutual fund30 Apr 20263.21M$871.43M*30 Apr 2026
24 Jun 2026Nuveen Core Equity FundMutual fund30 Apr 20261.59M$431.50M*30 Apr 2026
24 Jun 2026Nuveen Large Cap Growth Index FundMutual fund30 Apr 20267.67M$2.08B*30 Apr 2026
24 Jun 2026U.S. Social Core Equity 2 PortfolioMutual fund30 Apr 2026453.52K$123.06M*30 Apr 2026
24 Jun 2026U.S. Large Cap Equity PortfolioMutual fund30 Apr 2026610.64K$165.70M*30 Apr 2026
24 Jun 2026U.S. High Relative Profitability PortfolioMutual fund30 Apr 20261.38M$375.31M*30 Apr 2026
24 Jun 2026Nuveen Large Cap Select FundMutual fund30 Apr 20268.63K$2.34M*30 Apr 2026
24 Jun 2026Putnam Large Cap Growth FundMutual fund30 Apr 20264.86M$1.32B*30 Apr 2026
24 Jun 2026U.S. CORE EQUITY 1 PORTFOLIOMutual fund31 Jul 20257.81M$1.62B*31 Jul 2025
24 Jun 2026U.S. CORE EQUITY 2 PORTFOLIOMutual fund31 Jul 20257.34M$1.52B*31 Jul 2025
23 Jun 2026Nationwide S&P 500 Index FundMutual fund30 Apr 2026440.39K$119.50M*30 Apr 2026
23 Jun 2026Nationwide BNY Mellon Dynamic U.S. Core FundMutual fund30 Apr 2026351.25K$95.31M*30 Apr 2026
23 Jun 2026Nationwide FundMutual fund30 Apr 2026306.95K$83.29M*30 Apr 2026
23 Jun 2026Nationwide Schroders Global Equity FundMutual fund30 Apr 202630.53K$8.28M*30 Apr 2026
23 Jun 2026Nationwide NYSE Arca Tech 100 Index FundMutual fund30 Apr 202632.09K$8.71M*30 Apr 2026
23 Jun 2026Nationwide Bailard Technology FundMutual fund30 Apr 202632.70K$8.87M*30 Apr 2026
23 Jun 2026Nationwide U.S. 130/30 Equity PortfolioMutual fund30 Apr 202631.22K$8.47M*30 Apr 2026
23 Jun 2026Federated Hermes Kaufmann Large Cap FundMutual fund30 Apr 2026164.95K$44.76M*30 Apr 2026
23 Jun 2026Federated Hermes Muni and Stock Advantage FundMutual fund30 Apr 2026108.15K$29.35M*30 Apr 2026
23 Jun 2026Federated Hermes Max-Cap Index FundMutual fund30 Apr 202661.55K$16.70M*30 Apr 2026
23 Jun 2026Nationwide Fundamental All Cap Equity PortfolioMutual fund30 Apr 2026335.77K$91.11M*30 Apr 2026
22 Jun 2026BULL PROFUNDMutual fund30 Apr 20269.43K$2.56M*30 Apr 2026
22 Jun 2026ULTRABULL PROFUNDMutual fund30 Apr 202630.76K$8.35M*30 Apr 2026
22 Jun 2026ULTRA DOW 30 PROFUNDMutual fund30 Apr 20263.96K$1.07M*30 Apr 2026
22 Jun 2026ULTRANASDAQ-100 PROFUNDMutual fund30 Apr 2026239.66K$65.03M*30 Apr 2026
22 Jun 2026NASDAQ-100 PROFUNDMutual fund30 Apr 202616.68K$4.53M*30 Apr 2026
22 Jun 2026LARGE-CAP VALUE PROFUNDMutual fund30 Apr 20261.47K$397.53K*30 Apr 2026
22 Jun 2026LARGE-CAP GROWTH PROFUNDMutual fund30 Apr 20264.15K$1.13M*30 Apr 2026
22 Jun 2026Tax-Managed U.S. Large Cap FundMutual fund30 Apr 20262.64M$715.21M*30 Apr 2026
22 Jun 2026Sustainable Equity FundMutual fund30 Apr 202625.12K$6.82M*30 Apr 2026
22 Jun 2026Global Equity FundMutual fund30 Apr 2026398.39K$108.10M*30 Apr 2026
22 Jun 2026U.S. Strategic Equity FundMutual fund30 Apr 2026612.13K$166.10M*30 Apr 2026
22 Jun 2026Multifactor U.S. Equity FundMutual fund30 Apr 202660.49K$16.41M*30 Apr 2026
22 Jun 2026Equity SeriesMutual fund30 Apr 20266.28K$1.70M*30 Apr 2026
22 Jun 2026The Tocqueville FundMutual fund30 Apr 202640.00K$10.85M*30 Apr 2026
22 Jun 2026Goldman Sachs Large Cap Value Insights FundMutual fund30 Apr 202625.71K$6.98M*30 Apr 2026
22 Jun 2026Goldman Sachs U.S. Equity Insights FundMutual fund30 Apr 2026314.53K$85.35M*30 Apr 2026
22 Jun 2026ClearBridge Tactical Dividend Income FundMutual fund30 Apr 202635.93K$9.75M*30 Apr 2026
22 Jun 2026Franklin Global Equity FundMutual fund30 Apr 202691.33K$24.78M*30 Apr 2026
22 Jun 2026ClearBridge Select FundMutual fund30 Apr 2026542.70K$147.26M*30 Apr 2026
22 Jun 2026Payden Equity Income FundMutual fund30 Apr 202649.00K$13.30M*30 Apr 2026
22 Jun 2026ALPS Balanced Opportunity FundMutual fund30 Apr 2026706.00$191.57K*30 Apr 2026
22 Jun 2026The Growth FundMutual fund30 Apr 202677.92K$21.14M*30 Apr 2026
22 Jun 2026TECHNOLOGY ULTRASECTOR PROFUNDMutual fund30 Apr 202627.14K$7.36M*30 Apr 2026
22 Jun 2026Multi-Strategy Income FundMutual fund30 Apr 20266.99K$1.90M*30 Apr 2026
22 Jun 2026Multi-Asset Strategy FundMutual fund30 Apr 202628.12K$7.63M*30 Apr 2026
22 Jun 2026Goldman Sachs Large Cap Growth Insights FundMutual fund30 Apr 2026755.59K$205.03M*30 Apr 2026
22 Jun 2026ClearBridge Appreciation FundMutual fund30 Apr 20261.72M$465.87M*30 Apr 2026
22 Jun 2026ClearBridge Sustainability Leaders FundMutual fund30 Apr 202619.39K$5.26M*30 Apr 2026
18 Jun 2026Transamerica US GrowthMutual fund30 Apr 2026896.96K$243.39M*30 Apr 2026
18 Jun 2026Transamerica Multi-Asset IncomeMutual fund30 Apr 202675.00K$20.35M*30 Apr 2026
18 Jun 2026Transamerica Balanced IIMutual fund30 Apr 202610.15K$2.76M*30 Apr 2026
18 Jun 2026Transamerica Large Core ESGMutual fund30 Apr 202633.48K$9.08M*30 Apr 2026

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