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Burling Wealth Partners’s Apple AAPL Stock Holding History

Burling Wealth Partners’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 		$37.7M Buy
130,429
+411
+0.3% +$118K 5.52% 1
2026
Q1 		$33M Buy
130,018
+785
+0.6% +$204K 5.34% 1
2025
Q4 		$35.1M Buy
129,233
+10,930
+9% +$2.93M 5.46% 1
2025
Q3 		$30.1M Buy
118,303
+1,667
+1% +$377K 4.99% 2
2025
Q2 		$23.9M Buy
116,636
+1,469
+1% +$297K 4.42% 3
2025
Q1 		$25.6M Sell
115,167
-3,593
-3% -$832K 5.39% 1
2024
Q4 		$29.7M Buy
+118,760
New +$28M 6.07% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burling Wealth Partners's AAPL Position: Q2 2026 in Review

Burling Wealth Partners increased its Apple (AAPL) stake by 0.32% in Q2 2026, buying an estimated $118K and bringing the position to 130,429 shares worth $37.7M. The position accounts for 5.52% of the portfolio, ranked #1.

Burling Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Burling Wealth Partners held 130,429 shares of Apple worth $37.7M as of Q2 2026.
  • Burling Wealth Partners bought 411 Apple shares in Q2 2026, an estimated $118K.
  • Apple made up 5.52% of Burling Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Burling Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.