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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 $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 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. 6,071 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.
  • 6,071 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.