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Beacon Financial Planning’s Apple AAPL Stock Holding History

Beacon Financial Planning’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 		$1.79M Buy
7,043
+1,564
+29% +$407K 0.69% 28
2025
Q4 		$1.49M Sell
5,479
-245
-4% -$65.8K 0.72% 26
2025
Q3 		$1.46M Buy
5,724
+81
+1% +$18.3K 0.75% 23
2025
Q2 		$1.16M Buy
5,643
+401
+8% +$81K 0.65% 27
2025
Q1 		$1.16M Buy
5,242
+3
+0.1% +$695 0.67% 27
2024
Q4 		$1.31M Buy
5,239
+3
+0.1% +$707 0.76% 19
2024
Q3 		$1.22M Sell
5,236
-609
-10% -$136K 0.75% 20
2024
Q2 		$1.23M Sell
5,845
-125
-2% -$23.3K 0.84% 18
2024
Q1 		$1.02M Buy
5,970
+560
+10% +$102K 0.71% 18
2023
Q4 		$1.04M Buy
5,410
+4
+0.1% +$739 0.82% 12
2023
Q3 		$926K Sell
5,406
-108
-2% -$19.8K 0.8% 12
2023
Q2 		$1.07M Buy
5,514
+616
+13% +$107K 0.91% 11
2023
Q1 		$808K Buy
4,898
+133
+3% +$19.6K 0.76% 12
2022
Q4 		$619K Buy
+4,765
New +$681K 0.64% 13

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 Planning's AAPL Position: Q1 2026 in Review

Beacon Financial Planning increased its Apple (AAPL) stake by 29% in Q1 2026, buying an estimated $407K and bringing the position to 7,043 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #28.

Beacon Financial Planning first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Beacon Financial Planning held 7,043 shares of Apple worth $1.79M as of Q1 2026.
  • Beacon Financial Planning bought 1,564 Apple shares in Q1 2026, an estimated $407K.
  • Apple made up 0.69% of Beacon Financial Planning's portfolio in Q1 2026, its #28 holding.
  • Beacon Financial Planning first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,082 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.