Beaumont Asset Management’s Apple AAPL Stock Holding History

Beaumont Asset Management’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	$2.21M	Buy	7,641 +1,441	+23%	+$412K	0.86%	26
2026 Q1	$1.57M	Buy	6,200 +3,742	+152%	+$974K	0.71%	30
2025 Q4	$668K	Buy	2,458 +217	+10%	+$58.3K	0.33%	42
2025 Q3	$571K	Sell	2,241 -25	-1%	-$5.65K	0.29%	46
2025 Q2	$465K	Hold	2,266	–	–	0.25%	51
2025 Q1	$503K	Buy	2,266 +306	+16%	+$70.9K	0.3%	51
2024 Q4	$491K	Sell	1,960 -30	-2%	-$7.07K	0.28%	48
2024 Q3	$464K	Buy	+1,990	New	+$444K	0.27%	49
2022 Q2	–	Sell	-3,520	Closed	-$614K	–	64
2022 Q1	$614K	Hold	3,520	–	–	0.41%	42
2021 Q4	$625K	Sell	3,520 -3	-0.1%	-$474	0.42%	42
2021 Q3	$498K	Buy	3,523 +103	+3%	+$15.2K	0.37%	44
2021 Q2	$468K	Buy	3,420 +1,065	+45%	+$138K	0.36%	48
2021 Q1	$287K	Buy	2,355 +75	+3%	+$9.63K	0.24%	54
2020 Q4	$302K	Buy	+2,280	New	+$274K	0.27%	50

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beaumont Asset Management's AAPL Position: Q2 2026 in Review

Beaumont Asset Management increased its Apple (AAPL) stake by 23% in Q2 2026, buying an estimated $412K and bringing the position to 7,641 shares worth $2.21M. The position accounts for 0.86% of the portfolio, ranked #26.

Beaumont Asset Management first reported a position in AAPL in Q4 2020 and has held it in 14 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Beaumont Asset Management held 7,641 shares of Apple worth $2.21M as of Q2 2026.
Beaumont Asset Management bought 1,441 Apple shares in Q2 2026, an estimated $412K.
Apple made up 0.86% of Beaumont Asset Management's portfolio in Q2 2026, its #26 holding.
Beaumont Asset Management first reported a position in Apple in Q4 2020 and has held it in 14 quarters since.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.