Back to AAPL

James J. Burns & Company, LLC → AAPL

James J. Burns & Company, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$39M
Q3 2026
Peak value
$39M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$31.9M
Q1 2026$29.9M
Q2 2026$34M
Q3 2026$39M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$39M117.1K——
Q2 2026$34M117.5K——
Q1 2026$29.9M117.8K——
Q4 2025$31.9M117.4K——

Other funds holding AAPL

Other James J. Burns & Company, LLC positions

VGES

VANGUARD INDEX FDS

$168.8M
VGES

VANGUARD INDEX FDS

$166.8M
VGES

VANGUARD INDEX FDS

$157.6M
VGES

VANGUARD INDEX FDS

$147M
SPY

STATE STR SPDR S&P 500 ETF T

$95.9M
SPY

STATE STR SPDR S&P 500 ETF T

$88.1M
VGES

VANGUARD INDEX FDS

$50.4M
VGES

VANGUARD STAR FDS

$50.1M