Apple shares owned by Beacon Wealthcare
Historical chart of Beacon Wealthcare investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Beacon Wealthcare
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.0k | 254.63 |
| 2025-06-30 | $1.0M | 5.1k | 205.17 |
| 2025-03-31 | $1.1M | 5.1k | 222.13 |
| 2024-12-31 | $1.3M | 5.0k | 250.42 |
| 2024-09-30 | $1.2M | 5.3k | 233.01 |
| 2024-06-30 | $1.1M | 5.1k | 210.63 |
| 2024-03-31 | $874k | 5.1k | 171.49 |
| 2023-12-31 | $967k | 5.0k | 192.53 |
| 2023-09-30 | $1.3M | 7.5k | 171.21 |
| 2023-06-30 | $1.5M | 7.5k | 193.97 |
| 2022-12-31 | $537k | 4.1k | 129.93 |
| 2022-09-30 | $561k | 4.1k | 138.14 |
| 2022-06-30 | $548k | 4.0k | 136.62 |
| 2022-03-31 | $687k | 3.9k | 174.54 |
| 2021-12-31 | $823k | 4.6k | 177.52 |
| 2021-09-30 | $742k | 5.2k | 141.52 |
| 2021-06-30 | $742k | 5.4k | 137.03 |
| 2021-03-31 | $661k | 5.4k | 122.07 |