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Apple shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $58M 300k 192.53
2023-09-30 $52M 305k 171.21
2023-06-30 $59M 306k 193.97
2023-03-31 $51M 310k 164.90
2022-12-31 $41M 313k 129.93

More positions owned by Beaumont Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded Active Growth (JGRO)
Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple