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 Q3	$2.23M	Sell	6,703 -295	-4%	-$94.8K	1.36%	17
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Burr Financial Services's AAPL Position: Q3 2026 in Review

Burr Financial Services reduced its Apple (AAPL) stake by 4.2% in Q3 2026, selling an estimated $94.8K and leaving 6,703 shares worth $2.23M. The position accounts for 1.36% of the portfolio, ranked #17.

Burr Financial Services first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.22M in Q2 2024. 5,221 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Burr Financial Services held 6,703 shares of Apple worth $2.23M as of Q3 2026.
Burr Financial Services sold 295 Apple shares in Q3 2026, an estimated $94.8K.
Apple made up 1.36% of Burr Financial Services's portfolio in Q3 2026, its #17 holding.
Burr Financial Services first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
Burr Financial Services's Apple position peaked at $6.22M in Q2 2024.
5,221 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.