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Beaumont Financial Advisors, LLC → AAPL
Beaumont Financial Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$1.9M
Q3 2026
Peak value
$83.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $71M |
| Q4 2025 | $1.9M |
| Q1 2026 | $65.2M |
| Q1 2026 | $2M |
| Q2 2026 | $73.8M |
| Q2 2026 | $2M |
| Q3 2026 | $83.9M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 24.0K | — | — |
| Q3 2026 | $83.9M | 252.0K | — | — |
| Q2 2026 | $2M | 24.6K | — | — |
| Q2 2026 | $73.8M | 255.2K | — | — |
| Q1 2026 | $2M | 24.7K | — | — |
| Q1 2026 | $65.2M | 256.9K | — | — |
| Q4 2025 | $1.9M | 24.7K | — | — |
| Q4 2025 | $71M | 261.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B