Beaumont Asset Management
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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
Q3 		$2.63M Buy
7,908
+267
+3% +$85.8K 0.91% 24
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% +$9.6K 0.24% 54
2020
Q4 		$302K Buy
+2,280
New +$274K 0.27% 50

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Beaumont Asset Management's AAPL Position: Q3 2026 in Review

Beaumont Asset Management increased its Apple (AAPL) stake by 3.5% in Q3 2026, buying an estimated $85.8K and bringing the position to 7,908 shares worth $2.63M. The position accounts for 0.91% of the portfolio, ranked #24.

Beaumont Asset Management first reported a position in AAPL in Q4 2020 and has held it in 15 quarters since. 4,482 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Beaumont Asset Management held 7,908 shares of Apple worth $2.63M as of Q3 2026.
  • Beaumont Asset Management bought 267 Apple shares in Q3 2026, an estimated $85.8K.
  • Apple made up 0.91% of Beaumont Asset Management's portfolio in Q3 2026, its #24 holding.
  • Beaumont Asset Management first reported a position in Apple in Q4 2020 and has held it in 15 quarters since.
  • 4,482 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.