Burney Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $106M | Buy |
366,643
+8,574
| +2% | +$2.45M | 2.86% | 3 |
|
|
2026
Q1 | $90.9M | Sell |
358,069
-84,244
| -19% | -$21.9M | 2.84% | 3 |
|
|
2025
Q4 | $120M | Buy |
442,313
+9,005
| +2% | +$2.42M | 3.75% | 2 |
|
|
2025
Q3 | $110M | Buy |
433,308
+17,814
| +4% | +$4.02M | 3.51% | 2 |
|
|
2025
Q2 | $85.2M | Sell |
415,494
-7,866
| -2% | -$1.59M | 2.89% | 2 |
|
|
2025
Q1 | $94M | Sell |
423,360
-47,497
| -10% | -$11M | 3.42% | 2 |
|
|
2024
Q4 | $118M | Sell |
470,857
-5,490
| -1% | -$1.29M | 4.17% | 2 |
|
|
2024
Q3 | $111M | Sell |
476,347
-6,948
| -1% | -$1.55M | 3.95% | 2 |
|
|
2024
Q2 | $102M | Buy |
483,295
+9,899
| +2% | +$1.85M | 3.89% | 2 |
|
|
2024
Q1 | $81.2M | Sell |
473,396
-9,643
| -2% | -$1.75M | 3.09% | 2 |
|
|
2023
Q4 | $93M | Sell |
483,039
-11,125
| -2% | -$2.05M | 3.91% | 2 |
|
|
2023
Q3 | $84.6M | Sell |
494,164
-2,065
| -0.4% | -$379K | 3.96% | 2 |
|
|
2023
Q2 | $96.3M | Sell |
496,229
-20,410
| -4% | -$3.56M | 4.41% | 2 |
|
|
2023
Q1 | $85.2M | Sell |
516,639
-72,194
| -12% | -$10.7M | 4.2% | 2 |
|
|
2022
Q4 | $76.5M | Sell |
588,833
-59,624
| -9% | -$8.52M | 3.87% | 2 |
|
|
2022
Q3 | $89.6M | Sell |
648,457
-69,603
| -10% | -$10.9M | 4.95% | 1 |
|
|
2022
Q2 | $98.2M | Sell |
718,060
-10,511
| -1% | -$1.59M | 5.16% | 1 |
|
|
2022
Q1 | $127M | Sell |
728,571
-16,776
| -2% | -$2.82M | 5.84% | 1 |
|
|
2021
Q4 | $132M | Sell |
745,347
-17,206
| -2% | -$2.72M | 5.71% | 1 |
|
|
2021
Q3 | $108M | Sell |
762,553
-17,141
| -2% | -$2.52M | 5.07% | 1 |
|
|
2021
Q2 | $107M | Sell |
779,694
-15,059
| -2% | -$1.95M | 4.97% | 1 |
|
|
2021
Q1 | $97.1M | Sell |
794,753
-24,416
| -3% | -$3.13M | 4.79% | 1 |
|
|
2020
Q4 | $109M | Sell |
819,169
-72,116
| -8% | -$8.67M | 5.96% | 1 |
|
|
2020
Q3 | $103M | Sell |
891,285
-58,355
| -6% | -$6.37M | 6.4% | 1 |
|
|
2020
Q2 | $86.6M | Sell |
949,640
-90,276
| -9% | -$7M | 5.62% | 1 |
|
|
2020
Q1 | $66.1M | Sell |
1,039,916
-78,892
| -7% | -$5.8M | 5.08% | 1 |
|
|
2019
Q4 | $82.1M | Buy |
1,118,808
+72,480
| +7% | +$4.66M | 4.53% | 1 |
|
|
2019
Q3 | $58.6M | Sell |
1,046,328
-16,980
| -2% | -$888K | 3.51% | 1 |
|
|
2019
Q2 | $52.6M | Sell |
1,063,308
-21,828
| -2% | -$1.06M | 3.19% | 1 |
|
|
2019
Q1 | $51.5M | Sell |
1,085,136
-37,012
| -3% | -$1.57M | 3.19% | 1 |
|
|
2018
Q4 | $44.3M | Sell |
1,122,148
-29,376
| -3% | -$1.42M | 3.11% | 1 |
|
|
2018
Q3 | $65M | Sell |
1,151,524
-115,876
| -9% | -$6.03M | 3.87% | 1 |
|
|
2018
Q2 | $58.7M | Buy |
1,267,400
+87,244
| +7% | +$3.96M | 3.44% | 1 |
|
|
2018
Q1 | $49.5M | Sell |
1,180,156
-126,044
| -10% | -$5.43M | 3.06% | 1 |
|
|
2017
Q4 | $55.3M | Buy |
1,306,200
+146,168
| +13% | +$6.11M | 3.12% | 1 |
|
|
2017
Q3 | $44.5M | Buy |
1,160,032
+9,968
| +0.9% | +$387K | 2.89% | 1 |
|
|
2017
Q2 | $41.3M | Buy |
1,150,064
+1,036
| +0.1% | +$38.3K | 2.71% | 1 |
|
|
2017
Q1 | $41.3M | Sell |
1,149,028
-7,944
| -0.7% | -$262K | 2.72% | 1 |
|
|
2016
Q4 | $33.5M | Buy |
1,156,972
+5,828
| +0.5% | +$165K | 2.28% | 1 |
|
|
2016
Q3 | $32.8M | Sell |
1,151,144
-22,544
| -2% | -$597K | 2.31% | 1 |
|
|
2016
Q2 | $28.1M | Buy |
1,173,688
+20,404
| +2% | +$507K | 2.01% | 1 |
|
|
2016
Q1 | $31.4M | Buy |
1,153,284
+27,624
| +2% | +$688K | 2.29% | 1 |
|
|
2015
Q4 | $30.1M | Buy |
1,125,660
+11,952
| +1% | +$342K | 2.23% | 2 |
|
|
2015
Q3 | $30.7M | Buy |
1,113,708
+43,220
| +4% | +$1.27M | 2.37% | 1 |
|
|
2015
Q2 | $33.6M | Buy |
1,070,488
+96,688
| +10% | +$3.09M | 2.28% | 1 |
|
|
2015
Q1 | $30.3M | Buy |
973,800
+122,272
| +14% | +$3.69M | 2.08% | 1 |
|
|
2014
Q4 | $23.5M | Buy |
851,528
+14,144
| +2% | +$385K | 1.86% | 3 |
|
|
2014
Q3 | $21.1M | Buy |
837,384
+66,292
| +9% | +$1.63M | 1.81% | 2 |
|
|
2014
Q2 | $17.9M | Buy |
771,092
+19,488
| +3% | +$415K | 1.55% | 3 |
|
|
2014
Q1 | $14.4M | Buy |
751,604
+78,092
| +12% | +$1.49M | 1.31% | 7 |
|
|
2013
Q4 | $13.5M | Buy |
673,512
+8,764
| +1% | +$166K | 1.31% | 7 |
|
|
2013
Q3 | $11.3M | Sell |
664,748
-6,020
| -0.9% | -$99.8K | 1.27% | 10 |
|
|
2013
Q2 | $9.5M | Buy |
+670,768
| New | +$10.3M | 1.19% | 11 |
|
Other funds holding AAPL
CRM
CNB
Burney Company's AAPL Position: Q2 2026 in Review
Burney Company increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $2.45M and bringing the position to 366,643 shares worth $106M. The position accounts for 2.86% of the portfolio, ranked #3.
Burney Company first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $132M in Q4 2021. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Burney Company held 366,643 shares of Apple worth $106M as of Q2 2026.
- Burney Company bought 8,574 Apple shares in Q2 2026, an estimated $2.45M.
- Apple made up 2.86% of Burney Company's portfolio in Q2 2026, its #3 holding.
- Burney Company first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Burney Company's Apple position peaked at $132M in Q4 2021.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.