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Burnham & Co’s Apple AAPL Stock Holding History

Burnham & Co’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 		$4.85M Buy
+16,745
New +$4.79M 3.91% 8

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

Burnham & Co's AAPL Position: Q2 2026 in Review

Burnham & Co opened a new position in Apple (AAPL) in Q2 2026: 16,745 shares worth $4.85M. The stake represents 3.91% of the portfolio and ranks #8 among its holdings.

6,034 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Burnham & Co held 16,745 shares of Apple worth $4.85M as of Q2 2026.
  • Apple was a new Burnham & Co position in Q2 2026.
  • Apple made up 3.91% of Burnham & Co's portfolio in Q2 2026, its #8 holding.
  • 6,034 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.