Public Event Detail
Apple Inc. $AAPL Shares Acquired by Beacon Harbor Wealth Advisors Inc.
Public historical observation from the Merrowstone archive. This page shows event-level context only. Accepted assertions, evidence lineage, and relationship intelligence remain part of the premium research layer.
Historical observations only. No forecasts, recommendations, buy/sell ratings, or portfolio advice.
2026-05-03AAPLAppleAlpha Vantage Newsearnings
Event summary
Beacon Harbor Wealth Advisors Inc. significantly increased its stake in Apple Inc. ($AAPL) by 351.7% in Q4, now holding 29,931 shares worth $8.137 million, making Apple its 18th largest holding. This comes as Apple reported strong Q2 earnings, beating expectations, raising guidance, and announcing a $100 billion share buyback and increased dividend. Despite positive demand signals, the company warned of a worsening memory-chip shortage.
Attached public signals
guidance-reaffirmedConfidence: 0.65supply-chain-disruptionConfidence: 0.63margin-expansionConfidence: 0.56
Observed outcomes
7d returnPending
30d returnPending
90d returnPending
Relative 90d returnPending