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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
2026
Q1 		– Sell
-6,400
Closed -$1.74M – 1834
2025
Q4 		$1.74M Buy
+6,400
New +$1.72M 0.01% 652
2021
Q3 		– Sell
-14,000
Closed -$16K – 898
2021
Q2 		$16K Buy
+14,000
New +$1.81M ﹤0.01% 824

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 Pointe Advisors's AAPL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Apple (AAPL) stake by 0.59% in Q2 2026, buying an estimated $3.63M and bringing the position to 2,155,331 shares worth $624M. The position accounts for 2.89% of the portfolio, ranked #2.

Beacon Pointe Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beacon Pointe Advisors held 2,155,331 shares of Apple worth $624M as of Q2 2026.
  • Beacon Pointe Advisors bought 12,685 Apple shares in Q2 2026, an estimated $3.63M.
  • Apple made up 2.89% of Beacon Pointe Advisors's portfolio in Q2 2026, its #2 holding.
  • Beacon Pointe Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.