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Beacon Financial Strategies’s Apple AAPL Stock Holding History

Beacon Financial Strategies’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 		$760K Buy
2,626
+110
+4% +$31.5K 0.38% 14
2026
Q1 		$638K Sell
2,516
-2
-0.1% -$521 0.36% 14
2025
Q4 		$685K Hold
2,518
– – 0.38% 15
2025
Q3 		$641K Hold
2,518
– – 0.38% 13
2025
Q2 		$517K Sell
2,518
-439
-15% -$88.7K 0.32% 18
2025
Q1 		$657K Buy
2,957
+400
+16% +$92.7K 0.44% 13
2024
Q4 		$640K Sell
2,557
-30
-1% -$7.07K 0.43% 13
2024
Q3 		$603K Hold
2,587
– – 0.41% 14
2024
Q2 		$545K Sell
2,587
-452
-15% -$84.3K 0.39% 15
2024
Q1 		$521K Sell
3,039
-192
-6% -$34.9K 0.38% 15
2023
Q4 		$622K Sell
3,231
-38
-1% -$7.02K 0.48% 12
2023
Q3 		$560K Sell
3,269
-687
-17% -$126K 0.48% 12
2023
Q2 		$767K Buy
3,956
+137
+4% +$23.9K 0.63% 14
2023
Q1 		$630K Hold
3,819
– – 0.55% 14
2022
Q4 		$496K Buy
3,819
+1
+0% +$143 0.45% 14
2022
Q3 		$528K Hold
3,818
– – 0.5% 14
2022
Q2 		$522K Hold
3,818
– – 0.49% 14
2022
Q1 		$667K Sell
3,818
-43
-1% -$7.23K 0.57% 12
2021
Q4 		$686K Buy
3,861
+43
+1% +$6.8K 0.58% 12
2021
Q3 		$540K Buy
3,818
+133
+4% +$19.6K 0.49% 14
2021
Q2 		$505K Buy
+3,685
New +$477K 0.43% 17

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Beacon Financial Strategies increased its Apple (AAPL) stake by 4.4% in Q2 2026, buying an estimated $31.5K and bringing the position to 2,626 shares worth $760K. The position accounts for 0.38% of the portfolio, ranked #14.

Beacon Financial Strategies first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $767K in Q2 2023. 1,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beacon Financial Strategies held 2,626 shares of Apple worth $760K as of Q2 2026.
  • Beacon Financial Strategies bought 110 Apple shares in Q2 2026, an estimated $31.5K.
  • Apple made up 0.38% of Beacon Financial Strategies's portfolio in Q2 2026, its #14 holding.
  • Beacon Financial Strategies first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Beacon Financial Strategies's Apple position peaked at $767K in Q2 2023.
  • 1,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.