AAPL D APPLE INC COM

Ownership history in BURNEY CO/  ·  74 quarters on record

This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in D APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.4% (2020 Q3)
Avg. % of fund
2.55%
First filed
2007 Q3
Last filed
2025 Q4
Quarters held
74
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 442,313 +9,005 +2.1% 3.75% $120.2M $271.61
2025 Q3 ADDED 433,308 +17,814 +4.3% 3.51% $110.3M $254.15
2025 Q2 REDUCED 415,494 -7,866 -1.9% 2.89% $85.2M $204.55
2025 Q1 REDUCED 423,360 -47,497 -10.1% 3.42% $94.0M $221.17
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% of Fund (quarterly)    AAPL price (monthly, adj. close)
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