Beacon Pointe Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544M | Buy |
2,142,646
+470,625
| +28% | +$122M | 2.88% | 2 |
|
|
2025
Q4 | $455M | Buy |
1,672,021
+135,205
| +9% | +$36.3M | 3.19% | 1 |
|
|
2025
Q3 | $391M | Sell |
1,536,816
-87,126
| -5% | -$19.7M | 3.31% | 1 |
|
|
2025
Q2 | $333M | Sell |
1,623,942
-33,286
| -2% | -$6.72M | 3.48% | 2 |
|
|
2025
Q1 | $368M | Sell |
1,657,228
-129,423
| -7% | -$30M | 4.13% | 1 |
|
|
2024
Q4 | $447M | Buy |
1,786,651
+20,442
| +1% | +$4.82M | 4.96% | 1 |
|
|
2024
Q3 | $412M | Sell |
1,766,209
-37,170
| -2% | -$8.3M | 4.74% | 1 |
|
|
2024
Q2 | $380M | Sell |
1,803,379
-158,317
| -8% | -$29.5M | 4.49% | 1 |
|
|
2024
Q1 | $336M | Sell |
1,961,696
-107,908
| -5% | -$19.6M | 3.74% | 1 |
|
|
2023
Q4 | $398M | Sell |
2,069,604
-50,908
| -2% | -$9.4M | 4.76% | 1 |
|
|
2023
Q3 | $363M | Buy |
2,120,512
+460,389
| +28% | +$84.4M | 4.52% | 1 |
|
|
2023
Q2 | $322M | Buy |
1,660,123
+15,399
| +0.9% | +$2.68M | 5.26% | 1 |
|
|
2023
Q1 | $271M | Buy |
1,644,724
+112,772
| +7% | +$16.6M | 4.62% | 1 |
|
|
2022
Q4 | $199M | Buy |
1,531,952
+102,536
| +7% | +$14.7M | 3.86% | 2 |
|
|
2022
Q3 | $198M | Sell |
1,429,416
-19,065
| -1% | -$2.99M | 4.42% | 1 |
|
|
2022
Q2 | $198M | Sell |
1,448,481
-170,176
| -11% | -$25.8M | 4.18% | 2 |
|
|
2022
Q1 | $283M | Buy |
1,618,657
+571,340
| +55% | +$96.1M | 3.87% | 2 |
|
|
2021
Q4 | $186M | Sell |
1,047,317
-105,957
| -9% | -$16.7M | 4.85% | 2 |
|
|
2021
Q3 | $163M | Buy |
1,153,274
+305,593
| +36% | +$45M | 4.02% | 1 |
|
|
2021
Q2 | $116M | Buy |
847,681
+455,395
| +116% | +$59M | 4.11% | 2 |
|
|
2021
Q1 | $47.9M | Sell |
392,286
-192,445
| -33% | -$24.7M | 2.94% | 5 |
|
|
2020
Q4 | $77.6M | Buy |
584,731
+230,969
| +65% | +$27.8M | 5.31% | 2 |
|
|
2020
Q3 | $41M | Sell |
353,762
-207,730
| -37% | -$22.7M | 3.96% | 3 |
|
|
2020
Q2 | $51.2M | Buy |
561,492
+298,760
| +114% | +$23.2M | 5.13% | 1 |
|
|
2020
Q1 | $16.7M | Buy |
262,732
+500
| +0.2% | +$36.8K | 2.66% | 6 |
|
|
2019
Q4 | $19.3M | Buy |
262,232
+144,228
| +122% | +$9.28M | 5.97% | 1 |
|
|
2019
Q3 | $6.61M | Sell |
118,004
-171,076
| -59% | -$8.94M | 2.85% | 8 |
|
|
2019
Q2 | $14.3M | Sell |
289,080
-87,396
| -23% | -$4.26M | 5.22% | 1 |
|
|
2019
Q1 | $17.9M | Buy |
376,476
+98,228
| +35% | +$4.17M | 6.71% | 1 |
|
|
2018
Q4 | $11M | Buy |
+278,248
| New | +$13.5M | 6.67% | 1 |
|
Other funds holding AAPL
VCM
VPM
Beacon Pointe Advisors's AAPL Position: Q1 2026 in Review
Beacon Pointe Advisors increased its Apple (AAPL) stake by 28% in Q1 2026, buying an estimated $122M and bringing the position to 2,142,646 shares worth $544M. The position accounts for 2.88% of the portfolio, ranked #2.
Beacon Pointe Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Beacon Pointe Advisors held 2,142,646 shares of Apple worth $544M as of Q1 2026.
- Beacon Pointe Advisors bought 470,625 Apple shares in Q1 2026, an estimated $122M.
- Apple made up 2.88% of Beacon Pointe Advisors's portfolio in Q1 2026, its #2 holding.
- Beacon Pointe Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.