Beacon Pointe Advisors’s Apple AAPL Stock Holding History

Beacon Pointe 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
2025 Q3	–	Sell	-9,600	Closed	-$1.97M	–	1379
2025 Q2	$1.97M	Sell	9,600 -1,200	-11%	-$242K	0.02%	487
2025 Q1	$2.4M	Buy	10,800 +6,300	+140%	+$1.46M	0.03%	431
2024 Q4	$1.13M	Hold	4,500	–	–	0.01%	602
2024 Q3	$1.05M	Hold	4,500	–	–	0.01%	623
2024 Q2	$948K	Buy	4,500 +1,500	+50%	+$280K	0.01%	656
2024 Q1	$514K	Buy	+3,000	New	+$545K	0.01%	907
2023 Q4	–	Sell	-1,200	Closed	-$205K	–	1318
2023 Q3	$205K	Buy	+1,200	New	+$220K	﹤0.01%	1223

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,073 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.
6,073 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.