Burkett Financial Services’s Apple AAPL Stock Holding History

Burkett Financial Services’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	$4.05M	Sell	14,000 -124	-0.9%	-$35.5K	1.27%	12
2026 Q1	$3.58M	Buy	14,124 +14	+0.1%	+$3.64K	1.23%	12
2025 Q4	$3.84M	Sell	14,110 -361	-2%	-$96.9K	1.31%	12
2025 Q3	$3.68M	Buy	14,471 +52	+0.4%	+$11.7K	1.27%	12
2025 Q2	$2.96M	Buy	14,419 +18	+0.1%	+$3.63K	1.07%	13
2025 Q1	$3.2M	Buy	14,401 +93	+0.6%	+$21.5K	1.3%	11
2024 Q4	$3.58M	Buy	14,308 +264	+2%	+$62.2K	1.46%	11
2024 Q3	$3.27M	Buy	14,044 +20	+0.1%	+$4.47K	1.35%	11
2024 Q2	$2.95M	Buy	14,024 +126	+0.9%	+$23.5K	1.52%	9
2024 Q1	$2.38M	Sell	13,898 -232	-2%	-$42.2K	1.23%	10
2023 Q4	$2.72M	Buy	+14,130	New	+$2.61M	1.52%	8

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burkett Financial Services's AAPL Position: Q2 2026 in Review

Burkett Financial Services reduced its Apple (AAPL) stake by 0.88% in Q2 2026, selling an estimated $35.5K and leaving 14,000 shares worth $4.05M. The position accounts for 1.27% of the portfolio, ranked #12.

Burkett Financial Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Burkett Financial Services held 14,000 shares of Apple worth $4.05M as of Q2 2026.
Burkett Financial Services sold 124 Apple shares in Q2 2026, an estimated $35.5K.
Apple made up 1.27% of Burkett Financial Services's portfolio in Q2 2026, its #12 holding.
Burkett Financial Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.