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James J. Burns & Company’s Apple AAPL Stock Holding History

James J. Burns & Company’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 		$34M Sell
117,508
-319
-0.3% -$91.2K 3.68% 7
2026
Q1 		$29.9M Buy
117,827
+453
+0.4% +$118K 4.06% 6
2025
Q4 		$31.9M Buy
117,374
+2,221
+2% +$596K 4.4% 5
2025
Q3 		$29.3M Sell
115,153
-946
-0.8% -$214K 4.37% 5
2025
Q2 		$23.8M Sell
116,099
-303
-0.3% -$61.2K 3.89% 5
2025
Q1 		$25.9M Buy
116,402
+280
+0.2% +$64.9K 4.63% 4
2024
Q4 		$29.1M Buy
116,122
+1,283
+1% +$302K 5.06% 4
2024
Q3 		$26.8M Buy
114,839
+3,388
+3% +$757K 4.84% 4
2024
Q2 		$23.5M Buy
111,451
+92,603
+491% +$17.3M 4.62% 4
2024
Q1 		$3.18M Sell
18,848
-47,975
-72% -$8.72M 1.11% 17
2023
Q4 		$12.9M Sell
66,823
-4,554
-6% -$841K 3.06% 7
2023
Q3 		$12.2M Sell
71,377
-3,890
-5% -$713K 3.28% 7
2023
Q2 		$14.6M Buy
75,267
+12,537
+20% +$2.18M 3.7% 6
2023
Q1 		$10.3M Buy
62,730
+37,450
+148% +$5.53M 2.67% 7
2022
Q4 		$3.29M Sell
25,280
-528
-2% -$75.5K 1.34% 18
2022
Q3 		$3.57M Buy
+25,808
New +$4.05M 1.58% 15

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

James J. Burns & Company's AAPL Position: Q2 2026 in Review

James J. Burns & Company reduced its Apple (AAPL) stake by 0.27% in Q2 2026, selling an estimated $91.2K and leaving 117,508 shares worth $34M. The position accounts for 3.68% of the portfolio, ranked #7.

James J. Burns & Company first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • James J. Burns & Company held 117,508 shares of Apple worth $34M as of Q2 2026.
  • James J. Burns & Company sold 319 Apple shares in Q2 2026, an estimated $91.2K.
  • Apple made up 3.68% of James J. Burns & Company's portfolio in Q2 2026, its #7 holding.
  • James J. Burns & Company first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.