Burkett Asset Management’s Apple AAPL Stock Holding History

Burkett Asset 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
2026 Q2	$934K	Sell	3,227 -28	-0.9%	-$8.01K	0.87%	33
2026 Q1	$826K	Buy	3,255 +26	+0.8%	+$6.77K	0.81%	34
2025 Q4	$878K	Buy	+3,229	New	+$867K	0.89%	31

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Burkett Asset Management's AAPL Position: Q2 2026 in Review

Burkett Asset Management reduced its Apple (AAPL) stake by 0.86% in Q2 2026, selling an estimated $8.01K and leaving 3,227 shares worth $934K. The position accounts for 0.87% of the portfolio, ranked #33.

Burkett Asset Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Burkett Asset Management held 3,227 shares of Apple worth $934K as of Q2 2026.
Burkett Asset Management sold 28 Apple shares in Q2 2026, an estimated $8.01K.
Apple made up 0.87% of Burkett Asset Management's portfolio in Q2 2026, its #33 holding.
Burkett Asset Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.