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Beacon Financial Group’s Apple AAPL Stock Holding History

Beacon Financial Group’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
2024
Q4 		– Sell
-400
Closed -$93.2K – 324
2024
Q3 		$93.2K Hold
400
– – 0.01% 320
2024
Q2 		$84.2K Sell
400
-800
-67% -$149K 0.01% 316
2024
Q1 		$206K Buy
+1,200
New +$218K 0.02% 309

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Beacon Financial Group increased its Apple (AAPL) stake by 5.5% in Q2 2026, buying an estimated $680K and bringing the position to 45,697 shares worth $13.2M. The position accounts for 1.2% of the portfolio, ranked #18.

Beacon Financial Group first reported a position in AAPL in Q3 2013 and has held it in 52 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beacon Financial Group held 45,697 shares of Apple worth $13.2M as of Q2 2026.
  • Beacon Financial Group bought 2,378 Apple shares in Q2 2026, an estimated $680K.
  • Apple made up 1.2% of Beacon Financial Group's portfolio in Q2 2026, its #18 holding.
  • Beacon Financial Group first reported a position in Apple in Q3 2013 and has held it in 52 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.