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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

AAPL holding history

Apple Inc. in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
45,697
Value
$13.2M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,697$13.2M1.2%+2,378+5.5%AddedHolders
Q1 202643,319$11.0M1.1%−1,372−3.1%ReducedHolders
Q4 202544,691$12.1M1.2%−787−1.7%ReducedHolders
Q3 202545,478$11.6M1.1%+1,454+3.3%AddedHolders
Q2 202544,024$9.03M0.9%−333−0.8%ReducedHolders
Q1 202544,357$9.85M1.1%+1,280+3.0%AddedHolders
Q4 202443,077$10.8M1.2%−1,686−3.8%ReducedHolders
Q3 202444,763$10.4M1.1%−1,360−2.9%ReducedHolders
Q2 202446,123$9.71M1.1%+2,248+5.1%AddedHolders
Q1 202443,875$7.52M0.9%−2,336−5.1%ReducedHolders
Q4 202346,211$8.90M1.1%−9,764−17.4%ReducedHolders
Q3 202355,975$10.5M1.5%−1,169−2.0%ReducedHolders
Q2 202357,144$10.8M1.5%+593+1.0%AddedHolders
Q1 202356,551$9.16M1.3%−2,511−4.3%ReducedHolders
Q4 202259,062$7.74M1.1%−524−0.9%ReducedHolders
Q3 202259,586$8.43M1.3%−863−1.4%ReducedHolders
Q2 202260,449$8.49M1.3%−72−0.1%ReducedHolders
Q1 202260,521$10.7M1.4%+428+0.7%AddedHolders
Q4 202160,093$10.9M1.4%−113−0.2%ReducedHolders
Q3 202160,206$8.60M1.2%+3,457+6.1%AddedHolders
Q2 202156,749$8.29M1.2%−616−1.1%ReducedHolders
Q1 202157,365$7.46M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.