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Beacon Investment Advisors’s Apple AAPL Stock Holding History

Beacon Investment Advisors’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 		$10.7M Buy
37,125
+13
+0% +$3.72K 3.37% 3
2026
Q1 		$9.42M Sell
37,112
-859
-2% -$224K 3.56% 4
2025
Q4 		$10.3M Sell
37,971
-36
-0.1% -$9.66K 4.14% 3
2025
Q3 		$9.68M Buy
38,007
+98
+0.3% +$22.1K 3.96% 3
2025
Q2 		$7.62M Buy
37,909
+33
+0.1% +$6.66K 3.29% 3
2025
Q1 		$8.41M Buy
37,876
+54
+0.1% +$12.5K 3.97% 3
2024
Q4 		$9.47M Buy
37,822
+320
+0.9% +$75.4K 4.45% 3
2024
Q3 		$8.74M Buy
37,502
+53
+0.1% +$11.8K 4.13% 3
2024
Q2 		$7.89M Buy
37,449
+191
+0.5% +$35.6K 4.03% 3
2024
Q1 		$6.39M Buy
37,258
+51
+0.1% +$9.27K 3.64% 3
2023
Q4 		$7.16M Sell
37,207
-4,958
-12% -$915K 4.57% 3
2023
Q3 		$7.22M Buy
42,165
+186
+0.4% +$34.1K 5.11% 3
2023
Q2 		$8.14M Sell
41,979
-323
-0.8% -$56.3K 5.56% 1
2023
Q1 		$6.98M Buy
42,302
+64
+0.2% +$9.44K 5.09% 2
2022
Q4 		$5.49M Buy
+42,238
New +$6.04M 4.58% 2

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 Investment Advisors's AAPL Position: Q2 2026 in Review

Beacon Investment Advisors increased its Apple (AAPL) stake by 0.04% in Q2 2026, buying an estimated $3.72K and bringing the position to 37,125 shares worth $10.7M. The position accounts for 3.37% of the portfolio, ranked #3.

Beacon Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beacon Investment Advisors held 37,125 shares of Apple worth $10.7M as of Q2 2026.
  • Beacon Investment Advisors bought 13 Apple shares in Q2 2026, an estimated $3.72K.
  • Apple made up 3.37% of Beacon Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Beacon Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.