SEC 13F Intelligence

Beaton Management Co. Inc. / AAPL

Beaton Management Co. Inc.’s Apple Inc Position

Does Beaton Management Co. Inc. own Apple Inc (AAPL)? Yes — 29.8K shares worth $8M (+3.37% of its 13F portfolio) as of Q1 2026, down from 30.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
29.8K
% of Portfolio
+3.37%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ1 ’21: $7MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $6MQ1 ’24: $5MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $6MQ3 ’25: $8MQ4 ’25: $8MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.8K$8M+3.37%
Q4 202530.0K$8M+3.60%
Q3 202530.4K$8M+3.52%
Q2 202530.5K$6M+3.06%
Q1 202530.8K$7M+3.55%
Q4 202431.3K$8M+3.95%
Q3 202431.6K$7M+3.73%
Q2 202431.6K$7M+3.58%
Q1 202431.7K$5M+2.96%
Q4 202331.0K$6M+3.58%
Q3 202332.1K$6M+3.57%
Q2 202330.2K$6M+3.70%
Q1 202330.2K$5M+3.36%
Q4 202229.8K$4M+2.60%
Q3 202229.7K$4M+3.10%
Q2 202229.7K$4M+2.88%
Q1 202228.8K$5M+3.10%
Q4 202128.0K$5M+2.97%
Q3 202128.0K$4M+2.62%
Q2 202128.1K$4M+2.45%
Q1 202156.2K$7M+2.38%
Q4 202026.9K$4M+2.63%
Q3 202026.4K$3M+2.53%
Q2 20207.0K$3M+2.27%
Q1 20207.0K$2M+1.77%
Q4 20196.6K$2M+1.52%
Q3 20196.6K$1M+1.20%
Q2 20196.4K$1M+1.06%
Q1 20196.3K$1M+1.04%

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