Beacon Investment Advisory Services’s Apple AAPL Stock Holding History

Beacon Investment Advisory Services’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	$71.6M	Sell	247,372 -7,486	-3%	-$2.14M	2.66%	6
2026 Q1	$64.7M	Sell	254,858 -32,004	-11%	-$8.33M	2.66%	7
2025 Q4	$78M	Sell	286,862 -6,753	-2%	-$1.81M	3.18%	4
2025 Q3	$74.8M	Sell	293,615 -5,029	-2%	-$1.14M	3.14%	5
2025 Q2	$61.3M	Sell	298,644 -15,517	-5%	-$3.13M	2.7%	6
2025 Q1	$69.8M	Sell	314,161 -8,031	-2%	-$1.86M	3.26%	4
2024 Q4	$80.7M	Buy	322,192 +1,436	+0.4%	+$338K	3.5%	3
2024 Q3	$74.7M	Sell	320,756 -1,988	-0.6%	-$444K	3.11%	3
2024 Q2	$68M	Sell	322,744 -1,804	-0.6%	-$336K	2.92%	5
2024 Q1	$55.7M	Sell	324,548 -8,658	-3%	-$1.57M	2.4%	8
2023 Q4	$64.2M	Sell	333,206 -7,852	-2%	-$1.45M	2.92%	5
2023 Q3	$58.4M	Buy	341,058 +6,097	+2%	+$1.12M	2.87%	7
2023 Q2	$65M	Buy	334,961 +9,868	+3%	+$1.72M	3%	6
2023 Q1	$53.6M	Sell	325,093 -22,804	-7%	-$3.36M	2.6%	8
2022 Q4	$45.2M	Sell	347,897 -2,359	-0.7%	-$337K	2.31%	8
2022 Q3	$48.4M	Sell	350,256 -7,950	-2%	-$1.25M	2.66%	5
2022 Q2	$49M	Sell	358,206 -69,754	-16%	-$10.6M	2.55%	6
2022 Q1	$74.7M	Sell	427,960 -3,394	-0.8%	-$571K	3.19%	4
2021 Q4	$76.6M	Buy	431,354 +3,544	+0.8%	+$560K	2.98%	4
2021 Q3	$60.5M	Buy	427,810 +1,353	+0.3%	+$199K	2.51%	7
2021 Q2	$58.4M	Sell	426,457 -10,368	-2%	-$1.34M	2.37%	9
2021 Q1	$53.4M	Buy	436,825 +61,789	+16%	+$7.93M	2.33%	8
2020 Q4	$49.8M	Buy	375,036 +9,559	+3%	+$1.15M	2.3%	9
2020 Q3	$42.3M	Sell	365,477 -98,495	-21%	-$10.7M	2.2%	9
2020 Q2	$42.3M	Buy	463,972 +5,288	+1%	+$410K	2.41%	8
2020 Q1	$29.2M	Sell	458,684 -15,936	-3%	-$1.17M	2.06%	8
2019 Q4	$34.8M	Buy	474,620 +26,908	+6%	+$1.73M	1.86%	13
2019 Q3	$25.1M	Buy	447,712 +5,768	+1%	+$302K	2.51%	5
2019 Q2	$21.9M	Sell	441,944 -8,424	-2%	-$410K	2.32%	7
2019 Q1	$21.4M	Sell	450,368 -26,376	-6%	-$1.12M	2.27%	7
2018 Q4	$18.8M	Buy	476,744 +10,480	+2%	+$508K	2.08%	9
2018 Q3	$26.3M	Sell	466,264 -6,868	-1%	-$358K	2.56%	6
2018 Q2	$21.9M	Buy	473,132 +1,164	+0.2%	+$52.8K	2.21%	7
2018 Q1	$19.8M	Buy	471,968 +15,920	+3%	+$685K	2.04%	9
2017 Q4	$19.3M	Sell	456,048 -54,772	-11%	-$2.29M	2.04%	9
2017 Q3	$19.7M	Buy	510,820 +475,392	+1,342%	+$18.4M	1.69%	9
2017 Q2	$1.28M	Buy	35,428 +7,972	+29%	+$295K	0.23%	17
2017 Q1	$986K	Buy	27,456 +4,296	+19%	+$141K	0.19%	21
2016 Q4	$671K	Buy	23,160 +1,016	+5%	+$28.8K	0.13%	23
2016 Q3	$626K	Buy	22,144 +240	+1%	+$6.35K	0.14%	24
2016 Q2	$524K	Buy	21,904 +1,008	+5%	+$25.1K	0.11%	30
2016 Q1	$569K	Hold	20,896	–	–	0.12%	22
2015 Q4	$550K	Hold	20,896	–	–	0.1%	25
2015 Q3	$576K	Sell	20,896 -66,584	-76%	-$1.95M	0.11%	19
2015 Q2	$2.74M	Buy	+87,480	New	+$2.8M	0.43%	9

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Beacon Investment Advisory Services's AAPL Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $2.14M and leaving 247,372 shares worth $71.6M. The position accounts for 2.66% of the portfolio, ranked #6.

Beacon Investment Advisory Services first reported a position in AAPL in Q2 2015 and has held it in 45 quarters since. The position peaked at $80.7M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Beacon Investment Advisory Services held 247,372 shares of Apple worth $71.6M as of Q2 2026.
Beacon Investment Advisory Services sold 7,486 Apple shares in Q2 2026, an estimated $2.14M.
Apple made up 2.66% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #6 holding.
Beacon Investment Advisory Services first reported a position in Apple in Q2 2015 and has held it in 45 quarters since.
Beacon Investment Advisory Services's Apple position peaked at $80.7M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.