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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
Q2 		$2.12M Buy
7,317
+274
+4% +$78.4K 0.72% 27
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 $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 $3.38T AUM 44.17% 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 Planning's AAPL Position: Q2 2026 in Review

Beacon Financial Planning increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $78.4K and bringing the position to 7,317 shares worth $2.12M. The position accounts for 0.72% of the portfolio, ranked #27.

Beacon Financial Planning first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,146 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beacon Financial Planning held 7,317 shares of Apple worth $2.12M as of Q2 2026.
  • Beacon Financial Planning bought 274 Apple shares in Q2 2026, an estimated $78.4K.
  • Apple made up 0.72% of Beacon Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Beacon Financial Planning first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,146 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.