SEC 13F Intelligence

Beta Wealth Group, Inc. / AAPL

Beta Wealth Group, Inc.’s Apple Inc Position

Does Beta Wealth Group, Inc. own Apple Inc (AAPL)? Yes — 12.5K shares worth $3M (+1.31% of its 13F portfolio) as of Q1 2026, down from 19.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.5K
% of Portfolio
+1.31%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.5K$3M+1.31%
Q4 202519.2K$5M+2.10%
Q3 202520.9K$5M+2.10%
Q2 202521.9K$4M+1.64%
Q1 202519.5K$4M+1.56%
Q4 202420.2K$5M+2.23%
Q3 202420.8K$5M+2.18%
Q2 202421.8K$5M+2.18%
Q1 202426.5K$5M+2.21%
Q4 202325.3K$5M+2.56%
Q3 202328.4K$5M+2.88%
Q2 202328.7K$6M+3.21%
Q1 202331.4K$5M+2.96%
Q4 202230.0K$4M+2.61%
Q3 202228.3K$4M+2.82%
Q2 202234.1K$5M+3.13%
Q1 20228.8K$2M+1.01%
Q4 202116.0K$2M+1.63%
Q3 202116.0K$2M+1.63%
Q2 202115.1K$2M+1.44%
Q1 202114.2K$2M+1.26%

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