SEC 13F Intelligence

Beaumont Financial Partners, LLC / AAPL

Beaumont Financial Partners, LLC’s Apple Inc Position

Does Beaumont Financial Partners, LLC own Apple Inc (AAPL)? Yes343.0K shares worth $47M (+4.55% of its 13F portfolio) as of Q3 2022, down from 343.0K shares the prior filed quarter.

Position Value
$47M
Q3 2022
Shares
343.0K
% of Portfolio
+4.55%
Quarters Held
16
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $20MQ2 ’19: $22MQ2 ’19Q3 ’19: $26MQ4 ’19: $31MQ4 ’19Q1 ’20: $26MQ2 ’20: $36MQ2 ’20Q3 ’20: $42MQ4 ’20: $44MQ4 ’20Q1 ’21: $40MQ2 ’21: $52MQ2 ’21Q3 ’21: $52MQ4 ’21: $64MQ4 ’21Q1 ’22: $61MQ2 ’22: $47MQ2 ’22Q3 ’22: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022343.0K$47M+4.55%
Q2 2022343.0K$47M+4.21%
Q1 2022350.3K$61M+4.65%
Q4 2021360.8K$64M+4.65%
Q3 2021365.2K$52M+3.99%
Q2 2021380.9K$52M+3.98%
Q1 2021330.6K$40M+3.42%
Q4 2020326.9K$44M+3.88%
Q3 2020361.1K$42M+3.99%
Q2 202099.3K$36M+3.78%
Q1 2020101.3K$26M+3.25%
Q4 2019107.2K$31M+3.10%
Q3 2019114.2K$26M+2.55%
Q2 2019109.1K$22M+2.23%
Q1 2019106.2K$20M+2.16%
Q4 201898.0K$15M+2.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaumont Financial Partners, LLC’s full portfolio or all institutional holders of AAPL.