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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
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 $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 Investment Advisors's AAPL Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $224K and leaving 37,112 shares worth $9.42M. The position accounts for 3.56% of the portfolio, ranked #4.

Beacon Investment Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Beacon Investment Advisors held 37,112 shares of Apple worth $9.42M as of Q1 2026.
  • Beacon Investment Advisors sold 859 Apple shares in Q1 2026, an estimated $224K.
  • Apple made up 3.56% of Beacon Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Beacon Investment Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Apple position peaked at $10.3M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.