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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
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 		$9.52M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Financial Advisory's AAPL Position: Q2 2026 in Review

Beacon Financial Advisory increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $157K and bringing the position to 36,429 shares worth $10.5M. The position accounts for 2.08% of the portfolio, ranked #6.

Beacon Financial Advisory first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beacon Financial Advisory held 36,429 shares of Apple worth $10.5M as of Q2 2026.
  • Beacon Financial Advisory bought 548 Apple shares in Q2 2026, an estimated $157K.
  • Apple made up 2.08% of Beacon Financial Advisory's portfolio in Q2 2026, its #6 holding.
  • Beacon Financial Advisory first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.