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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
Q1 		$9.11M Buy
35,881
+845
+2% +$220K 2.06% 7
2025
Q4 		$9.52M 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 		$6.61M 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 		$4.71M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Financial Advisory's AAPL Position: Q1 2026 in Review

Beacon Financial Advisory increased its Apple (AAPL) stake by 2.4% in Q1 2026, buying an estimated $220K and bringing the position to 35,881 shares worth $9.11M. The position accounts for 2.06% of the portfolio, ranked #7.

Beacon Financial Advisory first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.5M in Q3 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Beacon Financial Advisory held 35,881 shares of Apple worth $9.11M as of Q1 2026.
  • Beacon Financial Advisory bought 845 Apple shares in Q1 2026, an estimated $220K.
  • Apple made up 2.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #7 holding.
  • Beacon Financial Advisory first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Apple position peaked at $10.5M in Q3 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.