BEW
AAPL icon

Burton Enright Welch’s Apple AAPL Stock Holding History

Burton Enright Welch’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 		$9.76M Buy
33,722
+885
+3% +$253K 1.15% 16
2026
Q1 		$8.33M Sell
32,837
-2,240
-6% -$583K 1.13% 17
2025
Q4 		$9.54M Sell
35,077
-75
-0.2% -$20.1K 1.34% 17
2025
Q3 		$8.95M Buy
35,152
+550
+2% +$124K 1.35% 16
2025
Q2 		$7.1M Buy
34,602
+2,406
+7% +$486K 1.23% 17
2025
Q1 		$7.15M Buy
32,196
+1,001
+3% +$232K 1.45% 15
2024
Q4 		$7.81M Sell
31,195
-206
-0.7% -$48.5K 1.64% 15
2024
Q3 		$7.32M Sell
31,401
-60
-0.2% -$13.4K 1.57% 14
2024
Q2 		$6.63M Buy
31,461
+5
+0% +$932 1.53% 14
2024
Q1 		$5.39M Sell
31,456
-255
-0.8% -$46.4K 1.3% 16
2023
Q4 		$6.11M Sell
31,711
-2,327
-7% -$430K 1.63% 15
2023
Q3 		$5.83M Sell
34,038
-346
-1% -$63.5K 1.8% 15
2023
Q2 		$6.67M Buy
34,384
+2,809
+9% +$489K 2.08% 12
2023
Q1 		$5.21M Buy
31,575
+1,959
+7% +$289K 1.99% 13
2022
Q4 		$3.85M Sell
29,616
-598
-2% -$85.5K 1.6% 14
2022
Q3 		$4.18M Buy
30,214
+963
+3% +$151K 2.07% 13
2022
Q2 		$4M Sell
29,251
-298
-1% -$45.1K 2.4% 11
2022
Q1 		$5.16M Sell
29,549
-182
-0.6% -$30.6K 2.85% 8
2021
Q4 		$5.28M Buy
+29,731
New +$4.7M 3.53% 6

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

Burton Enright Welch's AAPL Position: Q2 2026 in Review

Burton Enright Welch increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $253K and bringing the position to 33,722 shares worth $9.76M. The position accounts for 1.15% of the portfolio, ranked #16.

Burton Enright Welch first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Burton Enright Welch held 33,722 shares of Apple worth $9.76M as of Q2 2026.
  • Burton Enright Welch bought 885 Apple shares in Q2 2026, an estimated $253K.
  • Apple made up 1.15% of Burton Enright Welch's portfolio in Q2 2026, its #16 holding.
  • Burton Enright Welch first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,105 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.