SEC 13F Intelligence

Burney Co/ / AAPL

Burney Co/’s Apple Inc Position

Does Burney Co/ own Apple Inc (AAPL)? Yes358.1K shares worth $91M (+2.84% of its 13F portfolio) as of Q1 2026, down from 442.3K shares the prior filed quarter.

Position Value
$91M
Q1 2026
Shares
358.1K
% of Portfolio
+2.84%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $44MQ4 ’18Q1 ’19: $52MQ2 ’19: $53MQ3 ’19: $59MQ4 ’19: $82MQ4 ’19Q1 ’20: $66MQ2 ’20: $87MQ4 ’20: $109MQ1 ’21: $97MQ1 ’21Q2 ’21: $107MQ3 ’21: $108MQ4 ’21: $132MQ1 ’22: $127MQ1 ’22Q2 ’22: $98MQ3 ’22: $90MQ4 ’22: $77MQ1 ’23: $85MQ1 ’23Q2 ’23: $96MQ3 ’23: $85MQ4 ’23: $93MQ1 ’24: $81MQ1 ’24Q2 ’24: $102MQ3 ’24: $111MQ4 ’24: $118MQ1 ’25: $94MQ1 ’25Q2 ’25: $85MQ3 ’25: $110MQ4 ’25: $120MQ1 ’26: $91MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026358.1K$91M+2.84%
Q4 2025442.3K$120M+3.75%
Q3 2025433.3K$110M+3.51%
Q2 2025415.5K$85M+2.89%
Q1 2025423.4K$94M+3.42%
Q4 2024470.9K$118M+4.17%
Q3 2024476.3K$111M+3.95%
Q2 2024483.3K$102M+3.89%
Q1 2024473.4K$81M+3.09%
Q4 2023483.0K$93M+3.91%
Q3 2023494.2K$85M+3.96%
Q2 2023496.2K$96M+4.41%
Q1 2023516.6K$85M+4.20%
Q4 2022588.8K$77M+3.87%
Q3 2022648.5K$90M+4.95%
Q2 2022718.1K$98M+5.16%
Q1 2022728.6K$127M+5.84%
Q4 2021745.3K$132M+5.71%
Q3 2021762.6K$108M+5.07%
Q2 2021779.7K$107M+4.97%
Q1 2021794.8K$97M+4.79%
Q4 2020819.2K$109M+5.96%
Q2 2020237.4K$87M+5.62%
Q1 2020260.0K$66M+5.08%
Q4 2019279.7K$82M+4.53%
Q3 2019261.6K$59M+3.51%
Q2 2019265.8K$53M+3.19%
Q1 2019271.3K$52M+3.19%
Q4 2018280.5K$44M+3.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Burney Co/’s full portfolio or all institutional holders of AAPL.