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Beacon Capital Management, LLC → AAPL

Beacon Capital Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$18.3M
Q3 2026
Peak value
$18.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.5M
Q4 2025$14.3M
Q1 2026$14.2M
Q2 2026$15.9M
Q3 2026$18.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.3M54.9K——
Q2 2026$15.9M55.1K——
Q1 2026$14.2M55.8K——
Q4 2025$14.3M52.8K——
Q3 2025$13.5M53.1K——

Other funds holding AAPL

Other Beacon Capital Management, LLC positions

SPY

SPDR S&P 500 ETF TR

$134M
SPY

SPDR S P 500 ETF TR

$130.5M
SPY

STATE STR SPDR S P 500 ETF T

$108.5M
SPY

STATE STR SPDR S&P 500 ETF T

$105.1M
SPY

STATE STR SPDR S&P 500 ETF T

$93.8M
QQQ

INVESCO QQQ TR

$74.7M
QQQ

INVESCO QQQ TR

$69.3M
VGES

VANGUARD WORLD FD

$66.6M