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BEACON FINANCIAL GROUP AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$16.4M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.1M |
| Q1 2026 | $11M |
| Q2 2026 | $13.2M |
| Q3 2026 | $16.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.4M | 49.2K | — | — |
| Q2 2026 | $13.2M | 45.7K | — | — |
| Q1 2026 | $11M | 43.3K | — | — |
| Q4 2025 | $12.1M | 44.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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