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Beam Wealth Advisors’s Apple AAPL Stock Holding History

Beam Wealth 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
Q2 		$6.99M Sell
24,156
-143
-0.6% -$40.9K 1.54% 14
2026
Q1 		$6.17M Sell
24,299
-1,446
-6% -$376K 1.54% 14
2025
Q4 		$7M Sell
25,745
-1,450
-5% -$389K 1.92% 9
2025
Q3 		$6.92M Sell
27,195
-708
-3% -$160K 1.89% 9
2025
Q2 		$5.72M Sell
27,903
-407
-1% -$82.2K 1.71% 11
2025
Q1 		$6.29M Sell
28,310
-3,171
-10% -$735K 2.12% 9
2024
Q4 		$7.88M Sell
31,481
-403
-1% -$95K 2.49% 6
2024
Q3 		$7.43M Buy
31,884
+272
+0.9% +$60.7K 2.25% 8
2024
Q2 		$6.66M Buy
31,612
+19,354
+158% +$3.61M 2.22% 8
2024
Q1 		$2.1M Buy
12,258
+605
+5% +$110K 1.26% 22
2023
Q4 		$2.24M Sell
11,653
-6
-0.1% -$1.11K 1.42% 21
2023
Q3 		$2M Buy
11,659
+285
+3% +$52.3K 1.42% 18
2023
Q2 		$2.21M Buy
11,374
+1,311
+13% +$228K 1.53% 16
2023
Q1 		$1.66M Sell
10,063
-27
-0.3% -$3.98K 1.67% 22
2022
Q4 		$1.31M Sell
10,090
-686
-6% -$98K 1.37% 25
2022
Q3 		$1.49M Buy
10,776
+1,185
+12% +$186K 1.66% 23
2022
Q2 		$1.31M Buy
9,591
+8
+0.1% +$1.21K 1.46% 23
2022
Q1 		$1.67M Buy
9,583
+3
+0% +$504 1.92% 17
2021
Q4 		$1.7M Sell
9,580
-21,398
-69% -$3.38M 1.95% 16
2021
Q3 		$4.38M Buy
30,978
+2,282
+8% +$336K 3.76% 2
2021
Q2 		$3.93M Buy
28,696
+1,094
+4% +$142K 3.39% 3
2021
Q1 		$3.37M Sell
27,602
-3,841
-12% -$493K 3.01% 4
2020
Q4 		$4.17M Sell
31,443
-11,579
-27% -$1.39M 3.94% 1
2020
Q3 		$4.98M Buy
43,022
+19,470
+83% +$2.12M 4.66% 1
2020
Q2 		$2.2M Sell
23,552
-7,156
-23% -$555K 2.22% 9
2020
Q1 		$1.95M Sell
30,708
-1,016
-3% -$74.7K 1.93% 7
2019
Q4 		$2.33M Buy
+31,724
New +$2.04M 2.17% 7

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Beam Wealth Advisors's AAPL Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Apple (AAPL) stake by 0.59% in Q2 2026, selling an estimated $40.9K and leaving 24,156 shares worth $6.99M. The position accounts for 1.54% of the portfolio, ranked #14.

Beam Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.88M in Q4 2024. 2,957 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beam Wealth Advisors held 24,156 shares of Apple worth $6.99M as of Q2 2026.
  • Beam Wealth Advisors sold 143 Apple shares in Q2 2026, an estimated $40.9K.
  • Apple made up 1.54% of Beam Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Beam Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's Apple position peaked at $7.88M in Q4 2024.
  • 2,957 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.