SEC 13F Intelligence

James J. Burns & Company, LLC / AAPL

James J. Burns & Company, LLC’s Apple Inc Position

Does James J. Burns & Company, LLC own Apple Inc (AAPL)? Yes117.8K shares worth $30M (+4.06% of its 13F portfolio) as of Q1 2026, up from 117.4K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
117.8K
% of Portfolio
+4.06%
Quarters Held
15
currently held

Position History AAPL

Reported value by quarter
Q3 ’22: $4MQ3 ’22Q4 ’22: $3,285Q1 ’23: $10,344Q1 ’23Q2 ’23: $14,600Q3 ’23: $12,220Q3 ’23Q4 ’23: $12,866Q1 ’24: $3,182Q1 ’24Q2 ’24: $23,474Q3 ’24: $26,757Q3 ’24Q4 ’24: $29,080Q1 ’25: $26MQ1 ’25Q2 ’25: $24MQ3 ’25: $29MQ3 ’25Q4 ’25: $32MQ1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026117.8K$30M+4.06%
Q4 2025117.4K$32M+4.40%
Q3 2025115.2K$29M+4.37%
Q2 2025116.1K$24M+3.89%
Q1 2025116.4K$26M+4.63%
Q4 2024116.1K$29,080+5.06%
Q3 2024114.8K$26,757+4.84%
Q2 2024111.5K$23,474+4.62%
Q1 202418.8K$3,182+1.11%
Q4 202366.8K$12,866+3.06%
Q3 202371.4K$12,220+3.28%
Q2 202375.3K$14,600+3.70%
Q1 202362.7K$10,344+2.67%
Q4 202225.3K$3,285+1.34%
Q3 202225.8K$4M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See James J. Burns & Company, LLC’s full portfolio or all institutional holders of AAPL.