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Sunburst Financial Group’s Apple AAPL Stock Holding History

Sunburst Financial Group’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 		$7.2M Buy
24,893
+1,593
+7% +$456K 1.17% 18
2026
Q1 		$5.91M Sell
23,300
-304
-1% -$79.1K 1.09% 19
2025
Q4 		$6.42M Buy
23,604
+798
+3% +$214K 1.3% 16
2025
Q3 		$5.81M Buy
22,806
+47
+0.2% +$10.6K 1.22% 19
2025
Q2 		$4.67M Sell
22,759
-66
-0.3% -$13.3K 1.05% 18
2025
Q1 		$5.07M Buy
22,825
+74
+0.3% +$17.1K 1.24% 16
2024
Q4 		$5.7M Sell
22,751
-2,119
-9% -$499K 1.41% 14
2024
Q3 		$5.79M Sell
24,870
-323
-1% -$72.1K 1.47% 16
2024
Q2 		$5.31M Sell
25,193
-12
-0% -$2.24K 1.44% 16
2024
Q1 		$4.29M Sell
25,205
-157
-0.6% -$28.5K 1.21% 18
2023
Q4 		$4.88M Buy
25,362
+1,694
+7% +$313K 1.51% 16
2023
Q3 		$4.05M Sell
23,668
-1,065
-4% -$195K 1.43% 17
2023
Q2 		$4.8M Buy
24,733
+2,140
+9% +$373K 1.67% 15
2023
Q1 		$3.73M Sell
22,593
-224
-1% -$33.1K 1.37% 18
2022
Q4 		$2.96M Buy
22,817
+27
+0.1% +$3.86K 1.18% 19
2022
Q3 		$3.15M Buy
22,790
+333
+1% +$52.3K 1.53% 14
2022
Q2 		$3.07M Buy
22,457
+1,754
+8% +$266K 1.47% 16
2022
Q1 		$3.62M Sell
20,703
-197
-0.9% -$33.1K 1.78% 13
2021
Q4 		$3.71M Buy
20,900
+2,247
+12% +$355K 1.88% 14
2021
Q3 		$2.64M Sell
18,653
-75
-0.4% -$11K 1.64% 13
2021
Q2 		$2.56M Buy
18,728
+371
+2% +$48.1K 1.63% 12
2021
Q1 		$2.24M Buy
18,357
+1,225
+7% +$157K 1.56% 13
2020
Q4 		$2.27M Sell
17,132
-285
-2% -$34.3K 1.71% 13
2020
Q3 		$2.02M Buy
17,417
+933
+6% +$102K 1.71% 12
2020
Q2 		$1.5M Sell
16,484
-56
-0.3% -$4.34K 1.36% 14
2020
Q1 		$1.05M Sell
16,540
-616
-4% -$45.3K 1.11% 14
2019
Q4 		$1.26M Buy
+17,156
New +$1.1M 1.1% 12

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sunburst Financial Group's AAPL Position: Q2 2026 in Review

Sunburst Financial Group increased its Apple (AAPL) stake by 6.8% in Q2 2026, buying an estimated $456K and bringing the position to 24,893 shares worth $7.2M. The position accounts for 1.17% of the portfolio, ranked #18.

Sunburst Financial Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sunburst Financial Group held 24,893 shares of Apple worth $7.2M as of Q2 2026.
  • Sunburst Financial Group bought 1,593 Apple shares in Q2 2026, an estimated $456K.
  • Apple made up 1.17% of Sunburst Financial Group's portfolio in Q2 2026, its #18 holding.
  • Sunburst Financial Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.