Beacon Wealthcare LLC
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Beacon Wealthcare LLC’s Apple AAPL Stock Holding History

Beacon Wealthcare LLC’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
Q3 		$1.91M Sell
5,729
-51
-0.9% -$16.4K 0.6% 10
2026
Q2 		$1.67M Hold
5,780
– – 0.54% 10
2026
Q1 		$1.47M Sell
5,780
-35
-0.6% -$9.11K 0.52% 10
2025
Q4 		$1.58M Sell
5,815
-201
-3% -$54K 0.54% 10
2025
Q3 		$1.53M Buy
6,016
+908
+18% +$205K 0.54% 10
2025
Q2 		$1.05M Buy
5,108
+57
+1% +$11.5K 0.4% 11
2025
Q1 		$1.12M Buy
5,051
+5
+0.1% +$1.16K 0.46% 10
2024
Q4 		$1.26M Sell
5,046
-258
-5% -$60.8K 0.51% 10
2024
Q3 		$1.24M Buy
5,304
+242
+5% +$54K 0.5% 10
2024
Q2 		$1.07M Sell
5,062
-37
-0.7% -$6.9K 0.46% 10
2024
Q1 		$874K Buy
5,099
+79
+2% +$14.4K 0.4% 12
2023
Q4 		$967K Sell
5,020
-2,500
-33% -$462K 0.47% 11
2023
Q3 		$1.29M Hold
7,520
– – 0.68% 10
2023
Q2 		$1.46M Buy
+7,520
New +$1.31M 0.74% 10
2023
Q1 		– Sell
-4,136
Closed -$537K – 16
2022
Q4 		$537K Buy
4,136
+75
+2% +$10.7K 0.3% 10
2022
Q3 		$561K Buy
4,061
+50
+1% +$7.85K 0.33% 9
2022
Q2 		$548K Buy
4,011
+75
+2% +$11.4K 0.3% 8
2022
Q1 		$687K Sell
3,936
-700
-15% -$118K 0.34% 8
2021
Q4 		$823K Sell
4,636
-607
-12% -$95.9K 0.37% 8
2021
Q3 		$742K Sell
5,243
-172
-3% -$25.3K 0.36% 8
2021
Q2 		$742K Hold
5,415
– – 0.37% 8
2021
Q1 		$661K Buy
+5,415
New +$695K 0.35% 8

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beacon Wealthcare LLC's AAPL Position: Q3 2026 in Review

Beacon Wealthcare LLC reduced its Apple (AAPL) stake by 0.88% in Q3 2026, selling an estimated $16.4K and leaving 5,729 shares worth $1.91M. The position accounts for 0.6% of the portfolio, ranked #10.

Beacon Wealthcare LLC first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Beacon Wealthcare LLC held 5,729 shares of Apple worth $1.91M as of Q3 2026.
  • Beacon Wealthcare LLC sold 51 Apple shares in Q3 2026, an estimated $16.4K.
  • Apple made up 0.6% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #10 holding.
  • Beacon Wealthcare LLC first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.