Beacon Investment Advisors »

Apple shares owned by Beacon Investment Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Beacon Investment Advisors from 13F filings

Historical chart of Beacon Investment Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Beacon Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 38k 254.64
2025-06-30 $7.6M 38k 201.08
2025-03-31 $8.4M 38k 222.13
2024-12-31 $9.5M 38k 250.42
2024-09-30 $8.7M 38k 233.00
2024-06-30 $7.9M 37k 210.62
2024-03-31 $6.4M 37k 171.48
2023-09-30 $7.2M 42k 171.21
2023-06-30 $8.1M 42k 193.97
2023-03-31 $7.0M 42k 164.90
2022-12-31 $5.5M 42k 129.93