Burrus Financial Services
AAPL icon

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
Q3 		$346K Buy
1,038
+1
+0.1% +$321 0.16% 10
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Burrus Financial Services increased its Apple (AAPL) stake by 0.1% in Q3 2026, buying an estimated $321 and bringing the position to 1,038 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #10.

Burrus Financial Services first reported a position in AAPL in Q1 2022 and has held it in 15 quarters since. The position peaked at $352K in Q3 2025. 2,298 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Burrus Financial Services held 1,038 shares of Apple worth $346K as of Q3 2026.
  • Burrus Financial Services bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.16% of Burrus Financial Services's portfolio in Q3 2026, its #10 holding.
  • Burrus Financial Services first reported a position in Apple in Q1 2022 and has held it in 15 quarters since.
  • Burrus Financial Services's Apple position peaked at $352K in Q3 2025.
  • 2,298 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Burrus Financial Services's 13F filing for Q3 2026, filed 22 Oct 2026.