Beacon Financial Advisory
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Beacon Financial Advisory’s Apple AAPL Stock Holding History

Beacon Financial Advisory’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.4M Buy
37,100
+671
+2% +$216K 2.34% 4
2026
Q2 		$10.5M Buy
36,429
+548
+2% +$157K 2.08% 6
2026
Q1 		$9.11M Buy
35,881
+845
+2% +$220K 2.06% 7
2025
Q4 		$9.5M Sell
35,036
-6,009
-15% -$1.61M 2.21% 6
2025
Q3 		$10.5M Buy
41,045
+2,863
+7% +$647K 2.42% 6
2025
Q2 		$7.83M Buy
38,182
+6,083
+19% +$1.23M 2.03% 6
2025
Q1 		$7.13M Buy
32,099
+603
+2% +$140K 2.16% 6
2024
Q4 		$7.89M Buy
31,496
+275
+0.9% +$64.8K 2.57% 5
2024
Q3 		$7.27M Sell
31,221
-3,634
-10% -$812K 2.47% 5
2024
Q2 		$7.34M Buy
34,855
+6,497
+23% +$1.21M 2.74% 4
2024
Q1 		$4.86M Sell
28,358
-6,972
-20% -$1.27M 2.36% 5
2023
Q4 		$6.8M Buy
35,330
+1,036
+3% +$191K 3.28% 2
2023
Q3 		$5.87M Buy
34,294
+305
+0.9% +$55.9K 3.24% 3
2023
Q2 		$6.59M Sell
33,989
-512
-1% -$89.2K 3.78% 2
2023
Q1 		$5.69M Sell
34,501
-5,907
-15% -$872K 3.61% 3
2022
Q4 		$5.25M Sell
40,408
-7,838
-16% -$1.12M 3.76% 1
2022
Q3 		$6.67M Sell
48,246
-2,795
-5% -$439K 4.75% 1
2022
Q2 		$6.98M Sell
51,041
-433
-0.8% -$65.6K 3.97% 1
2022
Q1 		$8.99M Buy
51,474
+363
+0.7% +$61K 4.29% 1
2021
Q4 		$9.08M Buy
51,111
+4,429
+9% +$700K 4.19% 1
2021
Q3 		$6.6M Buy
46,682
+1,931
+4% +$284K 3.43% 1
2021
Q2 		$6.13M Sell
44,751
-6,832
-13% -$885K 3.29% 1
2021
Q1 		$6.3M Buy
51,583
+2,535
+5% +$325K 3.61% 1
2020
Q4 		$6.51M Buy
49,048
+8,328
+20% +$1M 4.23% 1
2020
Q3 		$4.72M Buy
40,720
+13,824
+51% +$1.51M 4.1% 1
2020
Q2 		$2.45M Buy
26,896
+980
+4% +$75.9K 2.67% 4
2020
Q1 		$1.65M Sell
25,916
-3,572
-12% -$263K 2.1% 8
2019
Q4 		$2.16M Buy
+29,488
New +$1.9M 1.85% 10

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beacon Financial Advisory's AAPL Position: Q3 2026 in Review

Beacon Financial Advisory increased its Apple (AAPL) stake by 1.8% in Q3 2026, buying an estimated $216K and bringing the position to 37,100 shares worth $12.4M. The position accounts for 2.34% of the portfolio, ranked #4.

Beacon Financial Advisory first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Beacon Financial Advisory held 37,100 shares of Apple worth $12.4M as of Q3 2026.
  • Beacon Financial Advisory bought 671 Apple shares in Q3 2026, an estimated $216K.
  • Apple made up 2.34% of Beacon Financial Advisory's portfolio in Q3 2026, its #4 holding.
  • Beacon Financial Advisory first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.