Beach Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.4M | Sell |
51,495
-1,945
| -4% | -$451K | 1.68% | 20 |
|
|
2024
Q4 | $13.4M | Sell |
53,440
-22,515
| -30% | -$5.31M | 1.81% | 18 |
|
|
2024
Q3 | $17.7M | Sell |
75,955
-975
| -1% | -$218K | 2.19% | 14 |
|
|
2024
Q2 | $16.2M | Sell |
76,930
-25,179
| -25% | -$4.7M | 2% | 15 |
|
|
2024
Q1 | $19.7M | Hold |
102,109
| – | – | 2.42% | 12 |
|
|
2023
Q4 | $19.7M | Sell |
102,109
-17,461
| -15% | -$3.22M | 2.43% | 12 |
|
|
2023
Q3 | $20.5M | Sell |
119,570
-5,420
| -4% | -$994K | 2.56% | 8 |
|
|
2023
Q2 | $24.2M | Sell |
124,990
-4,340
| -3% | -$756K | 2.88% | 7 |
|
|
2023
Q1 | $21.3M | Sell |
129,330
-7,245
| -5% | -$1.07M | 2.84% | 7 |
|
|
2022
Q4 | $17.7M | Sell |
136,575
-12,721
| -9% | -$1.82M | 2.22% | 11 |
|
|
2022
Q3 | $20.6M | Sell |
149,296
-6,245
| -4% | -$980K | 2.93% | 6 |
|
|
2022
Q2 | $21.3M | Sell |
155,541
-5,155
| -3% | -$781K | 2.66% | 6 |
|
|
2022
Q1 | $28.1M | Sell |
160,696
-70
| -0% | -$11.8K | 2.96% | 6 |
|
|
2021
Q4 | $28.5M | Sell |
160,766
-2,930
| -2% | -$463K | 3.77% | 2 |
|
|
2021
Q3 | $23.2M | Sell |
163,696
-930
| -0.6% | -$137K | 2.19% | 10 |
|
|
2021
Q2 | $22.5M | Sell |
164,626
-11,236
| -6% | -$1.46M | 2.02% | 13 |
|
|
2021
Q1 | $21.5M | Sell |
175,862
-150
| -0.1% | -$19.3K | 1.91% | 13 |
|
|
2020
Q4 | $23.4M | Sell |
176,012
-5,385
| -3% | -$648K | 2.22% | 11 |
|
|
2020
Q3 | $21M | Sell |
181,397
-13,423
| -7% | -$1.46M | 2.47% | 13 |
|
|
2020
Q2 | $17.8M | Sell |
194,820
-24,040
| -11% | -$1.86M | 2.38% | 14 |
|
|
2020
Q1 | $13.9M | Sell |
218,860
-226,200
| -51% | -$16.6M | 2.33% | 12 |
|
|
2019
Q4 | $32.7M | Buy |
445,060
+216,012
| +94% | +$13.9M | 3.61% | 6 |
|
|
2019
Q3 | $12.8M | Sell |
229,048
-800
| -0.3% | -$41.8K | 1.47% | 21 |
|
|
2019
Q2 | $11.4M | Sell |
229,848
-187,436
| -45% | -$9.13M | 1.31% | 22 |
|
|
2019
Q1 | $19.8M | Buy |
417,284
+47,240
| +13% | +$2M | 2.23% | 15 |
|
|
2018
Q4 | $15.4M | Sell |
370,044
-133,608
| -27% | -$6.48M | 1.86% | 15 |
|
|
2018
Q3 | $28.4M | Buy |
503,652
+1,712
| +0.3% | +$89.2K | 2.8% | 9 |
|
|
2018
Q2 | $23.2M | Sell |
501,940
-97,160
| -16% | -$4.41M | 2.42% | 11 |
|
|
2018
Q1 | $25.1M | Sell |
599,100
-165,624
| -22% | -$7.13M | 2.62% | 9 |
|
|
2017
Q4 | $32.4M | Buy |
764,724
+150,928
| +25% | +$6.31M | 3.15% | 8 |
|
|
2017
Q3 | $23.6M | Sell |
613,796
-98,640
| -14% | -$3.83M | 2.49% | 10 |
|
|
2017
Q2 | $25.7M | Buy |
712,436
+3,360
| +0.5% | +$124K | 2.63% | 8 |
|
|
2017
Q1 | $25.5M | Buy |
709,076
+474,828
| +203% | +$15.6M | 2.74% | 8 |
|
|
2016
Q4 | $6.78M | Sell |
234,248
-6,236
| -3% | -$177K | 0.77% | 36 |
|
|
2016
Q3 | $6.8M | Sell |
240,484
-4
| -0% | -$106 | 0.77% | 35 |
|
|
2016
Q2 | $5.75M | Sell |
240,488
-649,064
| -73% | -$16.1M | 0.68% | 36 |
|
|
2016
Q1 | $24.2M | Buy |
889,552
+508,032
| +133% | +$12.7M | 2.76% | 10 |
|
|
2015
Q4 | $10M | Buy |
381,520
+141,720
| +59% | +$4.05M | 1.14% | 28 |
|
|
2015
Q3 | $6.61M | Sell |
239,800
-1,343,780
| -85% | -$39.4M | 0.81% | 34 |
|
|
2015
Q2 | $49.7M | Sell |
1,583,580
-491,200
| -24% | -$15.7M | 4.93% | 4 |
|
|
2015
Q1 | $64.5M | Sell |
2,074,780
-296,052
| -12% | -$8.94M | 5.93% | 2 |
|
|
2014
Q4 | $65.4M | Buy |
2,370,832
+289,440
| +14% | +$7.87M | 5.44% | 3 |
|
|
2014
Q3 | $52.4M | Buy |
2,081,392
+355,152
| +21% | +$8.72M | 4.89% | 4 |
|
|
2014
Q2 | $40.1M | Buy |
1,726,240
+1,495,464
| +648% | +$31.8M | 3.56% | 7 |
|
|
2014
Q1 | $4.42M | Sell |
230,776
-3,220
| -1% | -$61.2K | 0.4% | 45 |
|
|
2013
Q4 | $4.69M | Buy |
233,996
+3,220
| +1% | +$60.8K | 0.44% | 45 |
|
|
2013
Q3 | $3.93M | Sell |
230,776
-22,092
| -9% | -$366K | 0.42% | 41 |
|
|
2013
Q2 | $3.58M | Buy |
+252,868
| New | +$3.89M | 0.38% | 49 |
|
Other funds holding AAPL
Beach Investment Counsel's AAPL Position: Q1 2025 in Review
Beach Investment Counsel reduced its Apple (AAPL) stake by 3.6% in Q1 2025, selling an estimated $451K and leaving 51,495 shares worth $11.4M. The position accounts for 1.68% of the portfolio, ranked #20.
Beach Investment Counsel first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $65.4M in Q4 2014. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.
- Beach Investment Counsel held 51,495 shares of Apple worth $11.4M as of Q1 2025.
- Beach Investment Counsel sold 1,945 Apple shares in Q1 2025, an estimated $451K.
- Apple made up 1.68% of Beach Investment Counsel's portfolio in Q1 2025, its #20 holding.
- Beach Investment Counsel first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
- Beach Investment Counsel's Apple position peaked at $65.4M in Q4 2014.
- 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.