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Beaumont Financial Advisors, LLC

SEC CIK
0001957394
Latest filing
Aug 4, 2026

AAPL holding history

Apple Inc. in every 13F filed by Beaumont Financial Advisors, LLC, 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)
255,189
Value
$73.8M
% of portfolio
4.7%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Beaumont Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026255,189$73.8M4.7%−1,742−0.7%ReducedHolders
Q1 2026256,931$65.2M4.5%−4,338−1.7%ReducedHolders
Q4 2025261,269$71.0M4.7%−10,354−3.8%ReducedHolders
Q3 2025271,623$69.2M4.6%−5,815−2.1%ReducedHolders
Q2 2025277,438$56.9M4.1%−4,600−1.6%ReducedHolders
Q1 2025282,038$62.6M4.9%−795−0.3%ReducedHolders
Q4 2024282,833$70.8M5.3%−2,571−0.9%ReducedHolders
Q3 2024285,404$66.5M5.2%−5,564−1.9%ReducedHolders
Q2 2024290,968$61.3M4.9%−5,945−2.0%ReducedHolders
Q1 2024296,913$50.9M4.2%−2,709−0.9%ReducedHolders
Q4 2023299,622$57.7M5.3%−4,910−1.6%ReducedHolders
Q3 2023304,532$52.1M5.2%−1,887−0.6%ReducedHolders
Q2 2023306,419$59.4M5.5%−3,542−1.1%ReducedHolders
Q1 2023309,961$51.1M5.2%−3,276−1.0%ReducedHolders
Q4 2022313,237$40.7M4.1%–No prior filingHolders