Beaumont Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.8M | Sell |
255,189
-1,742
| -0.7% | -$498K | 4.7% | 2 |
|
|
2026
Q1 | $65.2M | Sell |
256,931
-4,338
| -2% | -$1.13M | 4.48% | 1 |
|
|
2025
Q4 | $71M | Sell |
261,269
-10,354
| -4% | -$2.78M | 4.68% | 1 |
|
|
2025
Q3 | $69.2M | Sell |
271,623
-5,815
| -2% | -$1.31M | 4.62% | 1 |
|
|
2025
Q2 | $56.9M | Sell |
277,438
-4,600
| -2% | -$929K | 4.12% | 3 |
|
|
2025
Q1 | $62.6M | Sell |
282,038
-795
| -0.3% | -$184K | 4.91% | 1 |
|
|
2024
Q4 | $70.8M | Sell |
282,833
-2,571
| -0.9% | -$606K | 5.31% | 1 |
|
|
2024
Q3 | $66.5M | Sell |
285,404
-5,564
| -2% | -$1.24M | 5.2% | 1 |
|
|
2024
Q2 | $61.3M | Sell |
290,968
-5,945
| -2% | -$1.11M | 4.9% | 1 |
|
|
2024
Q1 | $50.9M | Sell |
296,913
-2,709
| -0.9% | -$493K | 4.2% | 2 |
|
|
2023
Q4 | $57.7M | Sell |
299,622
-4,910
| -2% | -$907K | 5.26% | 1 |
|
|
2023
Q3 | $52.1M | Sell |
304,532
-1,887
| -0.6% | -$346K | 5.21% | 2 |
|
|
2023
Q2 | $59.4M | Sell |
306,419
-3,542
| -1% | -$617K | 5.49% | 1 |
|
|
2023
Q1 | $51.1M | Sell |
309,961
-3,276
| -1% | -$483K | 5.17% | 2 |
|
|
2022
Q4 | $40.7M | Sell |
313,237
-29,781
| -9% | -$4.26M | 4.09% | 2 |
|
|
2022
Q3 | $47.4M | Sell |
343,018
-13
| -0% | -$2.04K | 4.55% | 2 |
|
|
2022
Q2 | $46.9M | Sell |
343,031
-7,298
| -2% | -$1.11M | 4.21% | 2 |
|
|
2022
Q1 | $61.2M | Sell |
350,329
-10,471
| -3% | -$1.76M | 4.65% | 2 |
|
|
2021
Q4 | $64.1M | Sell |
360,800
-4,398
| -1% | -$695K | 4.65% | 3 |
|
|
2021
Q3 | $51.7M | Sell |
365,198
-15,654
| -4% | -$2.3M | 3.99% | 3 |
|
|
2021
Q2 | $52.2M | Buy |
380,852
+50,261
| +15% | +$6.51M | 3.98% | 3 |
|
|
2021
Q1 | $40.4M | Buy |
330,591
+3,701
| +1% | +$475K | 3.42% | 3 |
|
|
2020
Q4 | $43.7M | Sell |
326,890
-34,196
| -9% | -$4.11M | 3.88% | 2 |
|
|
2020
Q3 | $41.8M | Sell |
361,086
-35,958
| -9% | -$3.92M | 3.99% | 1 |
|
|
2020
Q2 | $36.2M | Sell |
397,044
-7,964
| -2% | -$617K | 3.78% | 1 |
|
|
2020
Q1 | $25.7M | Sell |
405,008
-23,764
| -6% | -$1.75M | 3.25% | 5 |
|
|
2019
Q4 | $31.5M | Sell |
428,772
-27,892
| -6% | -$1.79M | 3.1% | 3 |
|
|
2019
Q3 | $25.6M | Buy |
456,664
+20,248
| +5% | +$1.06M | 2.55% | 3 |
|
|
2019
Q2 | $21.6M | Buy |
436,416
+11,780
| +3% | +$574K | 2.23% | 10 |
|
|
2019
Q1 | $20.2M | Buy |
424,636
+32,588
| +8% | +$1.38M | 2.16% | 15 |
|
|
2018
Q4 | $15.5M | Sell |
392,048
-15,048
| -4% | -$730K | 2.52% | 10 |
|
|
2018
Q3 | $23M | Buy |
407,096
+5,904
| +1% | +$307K | 2.29% | 14 |
|
|
2018
Q2 | $18.6M | Sell |
401,192
-6,656
| -2% | -$302K | 1.96% | 16 |
|
|
2018
Q1 | $17.1M | Buy |
407,848
+34,068
| +9% | +$1.47M | 1.91% | 15 |
|
|
2017
Q4 | $15.8M | Buy |
373,780
+1,228
| +0.3% | +$51.3K | 1.85% | 20 |
|
|
2017
Q3 | $14.4M | Sell |
372,552
-5,804
| -2% | -$225K | 1.79% | 19 |
|
|
2017
Q2 | $13.6M | Buy |
378,356
+8,012
| +2% | +$296K | 1.77% | 18 |
|
|
2017
Q1 | $13.3M | Sell |
370,344
-836
| -0.2% | -$27.5K | 1.82% | 19 |
|
|
2016
Q4 | $10.7M | Buy |
371,180
+9,736
| +3% | +$276K | 1.63% | 20 |
|
|
2016
Q3 | $10.2M | Buy |
361,444
+9,664
| +3% | +$256K | 1.62% | 17 |
|
|
2016
Q2 | $8.41M | Buy |
351,780
+277,608
| +374% | +$6.9M | 1.38% | 24 |
|
|
2016
Q1 | $2.31M | Sell |
74,172
-219,776
| -75% | -$5.48M | 0.38% | 70 |
|
|
2015
Q4 | $7.74M | Buy |
293,948
+215,964
| +277% | +$6.17M | 1.28% | 29 |
|
|
2015
Q3 | $2.44M | Hold |
77,984
| – | – | 0.35% | 74 |
|
|
2015
Q2 | $2.44M | Buy |
77,984
+1,852
| +2% | +$59.2K | 0.35% | 74 |
|
|
2015
Q1 | $2.37M | Sell |
76,132
-936
| -1% | -$28.3K | 0.08% | 84 |
|
|
2014
Q4 | $2.13M | Buy |
77,068
+392
| +0.5% | +$10.7K | 0.1% | 87 |
|
|
2014
Q3 | $1.93M | Buy |
76,676
+64
| +0.1% | +$1.57K | 0.13% | 92 |
|
|
2014
Q2 | $1.78M | Sell |
76,612
-58,292
| -43% | -$1.24M | 0.13% | 94 |
|
|
2014
Q1 | $2.59M | Sell |
134,904
-21,112
| -14% | -$402K | 0.21% | 77 |
|
|
2013
Q4 | $3.13M | Sell |
156,016
-123,284
| -44% | -$2.33M | 0.26% | 75 |
|
|
2013
Q3 | $4.75M | Sell |
279,300
-11,060
| -4% | -$183K | 0.42% | 61 |
|
|
2013
Q2 | $4.11M | Buy |
+290,360
| New | +$4.47M | 0.38% | 66 |
|
Other funds holding AAPL
Beaumont Financial Advisors's AAPL Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Apple (AAPL) stake by 0.68% in Q2 2026, selling an estimated $498K and leaving 255,189 shares worth $73.8M. The position accounts for 4.7% of the portfolio, ranked #2.
Beaumont Financial Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Beaumont Financial Advisors held 255,189 shares of Apple worth $73.8M as of Q2 2026.
- Beaumont Financial Advisors sold 1,742 Apple shares in Q2 2026, an estimated $498K.
- Apple made up 4.7% of Beaumont Financial Advisors's portfolio in Q2 2026, its #2 holding.
- Beaumont Financial Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.