Burrus Financial Services’s Apple AAPL Stock Holding History

Burrus 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	$300K	Sell	1,037 -350	-25%	-$100K	0.13%	10
2026 Q1	$352K	Buy	+1,387	New	+$361K	0.16%	10
2025 Q4	–	Sell	-1,385	Closed	-$352K	–	13
2025 Q3	$352K	Buy	1,385 +1	+0.1%	+$226	0.16%	10
2025 Q2	$284K	Buy	1,384 +4	+0.3%	+$808	0.14%	10
2025 Q1	$307K	Buy	1,380 +1	+0.1%	+$232	0.16%	10
2024 Q4	$345K	Buy	1,379 +1	+0.1%	+$236	0.18%	10
2024 Q3	$321K	Buy	1,378 +2	+0.1%	+$447	0.16%	10
2024 Q2	$290K	Buy	1,376 +1	+0.1%	+$186	0.15%	9
2024 Q1	$236K	Buy	1,375 +3	+0.2%	+$545	0.12%	9
2023 Q4	$264K	Buy	1,372 +1	+0.1%	+$185	0.14%	9
2023 Q3	$235K	Buy	1,371 +1	+0.1%	+$183	0.13%	7
2023 Q2	$266K	Buy	1,370 +4	+0.3%	+$697	0.15%	7
2023 Q1	$225K	Buy	+1,366	New	+$202K	0.13%	7
2022 Q2	–	Sell	-1,358	Closed	-$237K	–	10
2022 Q1	$237K	Buy	+1,358	New	+$228K	0.12%	11

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Burrus Financial Services reduced its Apple (AAPL) stake by 25% in Q2 2026, selling an estimated $100K and leaving 1,037 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #10.

Burrus Financial Services first reported a position in AAPL in Q1 2022 and has held it in 14 quarters since. The position peaked at $352K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Burrus Financial Services held 1,037 shares of Apple worth $300K as of Q2 2026.
Burrus Financial Services sold 350 Apple shares in Q2 2026, an estimated $100K.
Apple made up 0.13% of Burrus Financial Services's portfolio in Q2 2026, its #10 holding.
Burrus Financial Services first reported a position in Apple in Q1 2022 and has held it in 14 quarters since.
Burrus Financial Services's Apple position peaked at $352K in Q3 2025.
1,471 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.