Beacon Capital Management Inc (Ohio)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $390K | Hold |
1,537
| – | – | 0.02% | 56 |
|
|
2025
Q4 | $418K | Sell |
1,537
-171
| -10% | -$45.9K | 0.02% | 55 |
|
|
2025
Q3 | $435K | Sell |
1,708
-420
| -20% | -$94.9K | 0.02% | 55 |
|
|
2025
Q2 | $437K | Hold |
2,128
| – | – | 0.02% | 34 |
|
|
2025
Q1 | $440K | Sell |
2,128
-46
| -2% | -$10.7K | 0.02% | 32 |
|
|
2024
Q4 | $545K | Sell |
2,174
-45
| -2% | -$10.6K | 0.02% | 27 |
|
|
2024
Q3 | $517K | Sell |
2,219
-80
| -3% | -$17.9K | 0.02% | 28 |
|
|
2024
Q2 | $484K | Sell |
2,299
-40
| -2% | -$7.46K | 0.02% | 25 |
|
|
2024
Q1 | $398K | Hold |
2,339
| – | – | 0.02% | 25 |
|
|
2023
Q4 | $450K | Buy |
2,339
+64
| +3% | +$11.8K | 0.02% | 25 |
|
|
2023
Q3 | $390K | Hold |
2,275
| – | – | 0.01% | 23 |
|
|
2023
Q2 | $441K | Sell |
2,275
-816
| -26% | -$142K | 0.02% | 24 |
|
|
2023
Q1 | $510K | Sell |
3,091
-29
| -0.9% | -$4.28K | 0.02% | 21 |
|
|
2022
Q4 | $405K | Buy |
3,120
+392
| +14% | +$56K | 0.01% | 25 |
|
|
2022
Q3 | $377K | Sell |
2,728
-191
| -7% | -$30K | 0.01% | 24 |
|
|
2022
Q2 | $399K | Sell |
2,919
-583
| -17% | -$88.3K | 0.01% | 26 |
|
|
2022
Q1 | $611K | Sell |
3,502
-26
| -0.7% | -$4.37K | 0.02% | 26 |
|
|
2021
Q4 | $626K | Hold |
3,528
| – | – | 0.02% | 27 |
|
|
2021
Q3 | $499K | Sell |
3,528
-140
| -4% | -$20.6K | 0.02% | 26 |
|
|
2021
Q2 | $502K | Hold |
3,668
| – | – | 0.02% | 24 |
|
|
2021
Q1 | $448K | Sell |
3,668
-4
| -0.1% | -$513 | 0.02% | 21 |
|
|
2020
Q4 | $487K | Buy |
3,672
+176
| +5% | +$21.2K | 0.02% | 21 |
|
|
2020
Q3 | $405K | Buy |
3,496
+180
| +5% | +$19.6K | 0.02% | 21 |
|
|
2020
Q2 | $302K | Sell |
3,316
-56
| -2% | -$4.34K | 0.02% | 20 |
|
|
2020
Q1 | $214K | Buy |
3,372
+56
| +2% | +$4.12K | 0.01% | 19 |
|
|
2019
Q4 | $243K | Sell |
3,316
-4
| -0.1% | -$257 | 0.01% | 20 |
|
|
2019
Q3 | $186K | Sell |
3,320
-364
| -10% | -$19K | 0.01% | 20 |
|
|
2019
Q2 | $182K | Hold |
3,684
| – | – | 0.01% | 24 |
|
|
2019
Q1 | $175K | Hold |
3,684
| – | – | 0.01% | 22 |
|
|
2018
Q4 | $145K | Buy |
3,684
+28
| +0.8% | +$1.36K | 0.01% | 20 |
|
|
2018
Q3 | $206K | Hold |
3,656
| – | – | 0.01% | 21 |
|
|
2018
Q2 | $169K | Hold |
3,656
| – | – | 0.01% | 26 |
|
|
2018
Q1 | $153K | Sell |
3,656
-436
| -11% | -$18.8K | 0.01% | 22 |
|
|
2017
Q4 | $173K | Hold |
4,092
| – | – | 0.01% | 24 |
|
|
2017
Q3 | $158K | Sell |
4,092
-1,680
| -29% | -$65.2K | 0.01% | 23 |
|
|
2017
Q2 | $208K | Buy |
5,772
+1,652
| +40% | +$61.1K | 0.01% | 23 |
|
|
2017
Q1 | $148K | Buy |
4,120
+4
| +0.1% | +$132 | 0.01% | 23 |
|
|
2016
Q4 | $119K | Sell |
4,116
-3,444
| -46% | -$97.6K | 0.01% | 26 |
|
|
2016
Q3 | $214K | Sell |
7,560
-4,492
| -37% | -$119K | 0.01% | 24 |
|
|
2016
Q2 | $288K | Sell |
12,052
-1,920
| -14% | -$47.7K | 0.02% | 22 |
|
|
2016
Q1 | $381K | Sell |
13,972
-15,864
| -53% | -$395K | 0.03% | 25 |
|
|
2015
Q4 | $785K | Sell |
29,836
-988
| -3% | -$28.2K | 0.06% | 7 |
|
|
2015
Q3 | $850K | Sell |
30,824
-3,556
| -10% | -$104K | 0.06% | 7 |
|
|
2015
Q2 | $1.08M | Sell |
34,380
-952
| -3% | -$30.5K | 0.08% | 17 |
|
|
2015
Q1 | $1.1M | Sell |
35,332
-2,600
| -7% | -$78.5K | 0.1% | 17 |
|
|
2014
Q4 | $1.05M | Sell |
37,932
-2,000
| -5% | -$54.4K | 0.13% | 17 |
|
|
2014
Q3 | $1.01M | Sell |
39,932
-2,000
| -5% | -$49.1K | 0.15% | 20 |
|
|
2014
Q2 | $974K | Sell |
41,932
-4,828
| -10% | -$103K | 0.18% | 20 |
|
|
2014
Q1 | $896K | Hold |
46,760
| – | – | 0.21% | 21 |
|
|
2013
Q4 | $937K | Buy |
+46,760
| New | +$883K | 0.28% | 20 |
|
Other funds holding AAPL
VCM
VPM
Beacon Capital Management Inc (Ohio)'s AAPL Position: Q1 2026 in Review
Beacon Capital Management Inc (Ohio) held its Apple (AAPL) position steady in Q1 2026 at 1,537 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #56.
Beacon Capital Management Inc (Ohio) first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.1M in Q1 2015. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Beacon Capital Management Inc (Ohio) held 1,537 shares of Apple worth $390K as of Q1 2026.
- Beacon Capital Management Inc (Ohio) left its Apple share count unchanged in Q1 2026.
- Apple made up 0.02% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #56 holding.
- Beacon Capital Management Inc (Ohio) first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Beacon Capital Management Inc (Ohio)'s Apple position peaked at $1.1M in Q1 2015.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.