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Beacon Financial Advisory LLC → AAPL
Beacon Financial Advisory LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$632K
Q3 2026
Peak value
$12.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.5M |
| Q3 2025 | $570K |
| Q4 2025 | $9.5M |
| Q4 2025 | $566K |
| Q1 2026 | $9.1M |
| Q1 2026 | $598K |
| Q2 2026 | $10.5M |
| Q2 2026 | $662K |
| Q3 2026 | $12.4M |
| Q3 2026 | $632K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $632K | 7.8K | — | — |
| Q3 2026 | $12.4M | 37.1K | — | — |
| Q2 2026 | $662K | 8.0K | — | — |
| Q2 2026 | $10.5M | 36.4K | — | — |
| Q1 2026 | $598K | 7.3K | — | — |
| Q1 2026 | $9.1M | 35.9K | — | — |
| Q4 2025 | $566K | 7.3K | — | — |
| Q4 2025 | $9.5M | 35.0K | — | — |
| Q3 2025 | $570K | 7.3K | — | — |
| Q3 2025 | $10.5M | 41.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE