Beaton Management Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.57M | Sell |
29,807
-225
| -0.7% | -$58.6K | 3.37% | 2 |
|
|
2025
Q4 | $8.16M | Sell |
30,032
-400
| -1% | -$107K | 3.6% | 2 |
|
|
2025
Q3 | $7.75M | Sell |
30,432
-95
| -0.3% | -$21.5K | 3.52% | 3 |
|
|
2025
Q2 | $6.26M | Sell |
30,527
-225
| -0.7% | -$45.4K | 3.06% | 5 |
|
|
2025
Q1 | $6.83M | Sell |
30,752
-525
| -2% | -$122K | 3.55% | 1 |
|
|
2024
Q4 | $7.83M | Sell |
31,277
-343
| -1% | -$80.8K | 3.95% | 2 |
|
|
2024
Q3 | $7.37M | Buy |
31,620
+28
| +0.1% | +$6.25K | 3.73% | 3 |
|
|
2024
Q2 | $6.65M | Sell |
31,592
-152
| -0.5% | -$28.3K | 3.58% | 3 |
|
|
2024
Q1 | $5.44M | Buy |
31,744
+704
| +2% | +$128K | 2.96% | 3 |
|
|
2023
Q4 | $5.98M | Sell |
31,040
-1,100
| -3% | -$203K | 3.58% | 2 |
|
|
2023
Q3 | $5.5M | Buy |
32,140
+1,979
| +7% | +$363K | 3.57% | 3 |
|
|
2023
Q2 | $5.85M | Hold |
30,161
| – | – | 3.7% | 2 |
|
|
2023
Q1 | $4.97M | Buy |
30,161
+330
| +1% | +$48.7K | 3.36% | 5 |
|
|
2022
Q4 | $3.88M | Buy |
29,831
+125
| +0.4% | +$17.9K | 2.6% | 9 |
|
|
2022
Q3 | $4.11M | Hold |
29,706
| – | – | 3.1% | 5 |
|
|
2022
Q2 | $4.06M | Buy |
29,706
+930
| +3% | +$141K | 2.88% | 6 |
|
|
2022
Q1 | $5.03M | Buy |
28,776
+736
| +3% | +$124K | 3.1% | 3 |
|
|
2021
Q4 | $4.98M | Buy |
28,040
+67
| +0.2% | +$10.6K | 2.97% | 4 |
|
|
2021
Q3 | $3.96M | Sell |
27,973
-125
| -0.4% | -$18.4K | 2.62% | 6 |
|
|
2021
Q2 | $3.85M | Hold |
28,098
| – | – | 2.45% | 7 |
|
|
2021
Q1 | $3.43M | Buy |
28,098
+1,248
| +5% | +$160K | 2.37% | 8 |
|
|
2020
Q4 | $3.56M | Buy |
26,850
+400
| +2% | +$48.1K | 2.63% | 7 |
|
|
2020
Q3 | $3.06M | Sell |
26,450
-1,430
| -5% | -$156K | 2.53% | 8 |
|
|
2020
Q2 | $2.54M | Hold |
27,880
| – | – | 2.27% | 11 |
|
|
2020
Q1 | $1.77M | Buy |
27,880
+1,420
| +5% | +$104K | 1.77% | 16 |
|
|
2019
Q4 | $1.94M | Hold |
26,460
| – | – | 1.52% | 21 |
|
|
2019
Q3 | $1.48M | Buy |
26,460
+700
| +3% | +$36.6K | 1.2% | 28 |
|
|
2019
Q2 | $1.27M | Buy |
25,760
+480
| +2% | +$23.4K | 1.06% | 28 |
|
|
2019
Q1 | $1.2M | Buy |
25,280
+680
| +3% | +$28.8K | 1.04% | 31 |
|
|
2018
Q4 | $970K | Sell |
24,600
-2,768
| -10% | -$134K | 0.95% | 33 |
|
|
2018
Q3 | $1.54M | Buy |
27,368
+480
| +2% | +$25K | 1.28% | 27 |
|
|
2018
Q2 | $1.24M | Buy |
26,888
+1,840
| +7% | +$83.4K | 1.11% | 30 |
|
|
2018
Q1 | $1.05M | Buy |
25,048
+6,100
| +32% | +$263K | 0.97% | 34 |
|
|
2017
Q4 | $802K | Hold |
18,948
| – | – | 0.72% | 47 |
|
|
2017
Q3 | $730K | Hold |
18,948
| – | – | 0.69% | 49 |
|
|
2017
Q2 | $682K | Buy |
+18,948
| New | +$701K | 0.68% | 51 |
|
Other funds holding AAPL
VCM
VPM
Beaton Management Company's AAPL Position: Q1 2026 in Review
Beaton Management Company reduced its Apple (AAPL) stake by 0.75% in Q1 2026, selling an estimated $58.6K and leaving 29,807 shares worth $7.57M. The position accounts for 3.37% of the portfolio, ranked #2.
Beaton Management Company first reported a position in AAPL in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.16M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Beaton Management Company held 29,807 shares of Apple worth $7.57M as of Q1 2026.
- Beaton Management Company sold 225 Apple shares in Q1 2026, an estimated $58.6K.
- Apple made up 3.37% of Beaton Management Company's portfolio in Q1 2026, its #2 holding.
- Beaton Management Company first reported a position in Apple in Q2 2017 and has held it in 36 quarters since.
- Beaton Management Company's Apple position peaked at $8.16M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.