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Burr Financial Services’s Apple AAPL Stock Holding History

Burr 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 		$2.02M Sell
6,998
-494
-7% -$141K 1.26% 14
2026
Q1 		$1.9M Sell
7,492
-120
-2% -$31.2K 1.51% 11
2025
Q4 		$2.07M Sell
7,612
-616
-7% -$165K 1.55% 13
2025
Q3 		$2.1M Sell
8,228
-677
-8% -$153K 1.56% 12
2025
Q2 		$1.83M Sell
8,905
-1,967
-18% -$397K 1.54% 15
2025
Q1 		$2.41M Sell
10,872
-4,579
-30% -$1.06M 1.89% 10
2024
Q4 		$3.87M Sell
15,451
-6,562
-30% -$1.55M 2.61% 8
2024
Q3 		$5.13M Sell
22,013
-7,540
-26% -$1.68M 3.63% 8
2024
Q2 		$6.22M Buy
29,553
+18,613
+170% +$3.47M 4.35% 7
2024
Q1 		$2M Buy
10,940
+350
+3% +$63.6K 1.56% 16
2023
Q4 		$2.02M Buy
+10,590
New +$1.96M 1.55% 16

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Burr Financial Services reduced its Apple (AAPL) stake by 6.6% in Q2 2026, selling an estimated $141K and leaving 6,998 shares worth $2.02M. The position accounts for 1.26% of the portfolio, ranked #14.

Burr Financial Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.22M in Q2 2024. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Burr Financial Services held 6,998 shares of Apple worth $2.02M as of Q2 2026.
  • Burr Financial Services sold 494 Apple shares in Q2 2026, an estimated $141K.
  • Apple made up 1.26% of Burr Financial Services's portfolio in Q2 2026, its #14 holding.
  • Burr Financial Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Burr Financial Services's Apple position peaked at $6.22M in Q2 2024.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.