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BEACON INVESTMENT ADVISORY SERVICES, INC. → AAPL
BEACON INVESTMENT ADVISORY SERVICES, INC. AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$62K
Q3 2026
Peak value
$78M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $74.8M |
| Q4 2025 | $78M |
| Q4 2025 | $78M |
| Q1 2026 | $64.7M |
| Q1 2026 | $16K |
| Q2 2026 | $71.6M |
| Q2 2026 | $64K |
| Q3 2026 | $77.8M |
| Q3 2026 | $62K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $62K | 769 | — | — |
| Q3 2026 | $77.8M | 233.8K | — | — |
| Q2 2026 | $64K | 769 | — | — |
| Q2 2026 | $71.6M | 247.4K | — | — |
| Q1 2026 | $16K | 200 | — | — |
| Q1 2026 | $64.7M | 254.9K | — | — |
| Q4 2025 | $78M | 286.9K | — | — |
| Q4 2025 | $78M | 286.9K | — | — |
| Q3 2025 | $74.8M | 293.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B