EP Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $583M | Buy |
2,296,297
+4,993
| +0.2% | +$1.3M | 2.87% | 7 |
|
|
2025
Q4 | $623M | Buy |
+2,291,304
| New | +$615M | 3.24% | 5 |
|
|
2025
Q2 | $438M | Buy |
2,136,596
+119,877
| +6% | +$24.2M | 2.88% | 3 |
|
|
2025
Q1 | $448M | Sell |
2,016,719
-33,083
| -2% | -$7.66M | 3.58% | 2 |
|
|
2024
Q4 | $513M | Sell |
2,049,802
-24,497
| -1% | -$5.77M | 4.19% | 2 |
|
|
2024
Q3 | $483M | Buy |
2,074,299
+146,189
| +8% | +$32.6M | 4.15% | 2 |
|
|
2024
Q2 | $406M | Buy |
1,928,110
+95,235
| +5% | +$17.8M | 4.31% | 3 |
|
|
2024
Q1 | $314M | Buy |
1,832,875
+46,215
| +3% | +$8.4M | 3.67% | 3 |
|
|
2023
Q4 | $344M | Buy |
1,786,660
+94,188
| +6% | +$17.4M | 4.39% | 3 |
|
|
2023
Q3 | $290M | Buy |
1,692,472
+156,951
| +10% | +$28.8M | 4.49% | 3 |
|
|
2023
Q2 | $321M | Hold |
1,535,521
| – | – | 4.63% | 4 |
|
|
2023
Q1 | $253M | Buy |
1,535,521
+42,576
| +3% | +$6.28M | 4.35% | 4 |
|
|
2022
Q4 | $194M | Buy |
1,492,945
+99,527
| +7% | +$14.2M | 3.5% | 4 |
|
|
2022
Q3 | $193M | Buy |
1,393,418
+105,668
| +8% | +$16.6M | 4.37% | 4 |
|
|
2022
Q2 | $176M | Sell |
1,287,750
-16,338
| -1% | -$2.47M | 3.97% | 4 |
|
|
2022
Q1 | $228M | Buy |
1,304,088
+22,401
| +2% | +$3.77M | 5% | 3 |
|
|
2021
Q4 | $228M | Buy |
1,281,687
+60,380
| +5% | +$9.54M | 5.38% | 3 |
|
|
2021
Q3 | $173M | Buy |
1,221,307
+123,710
| +11% | +$18.2M | 4.74% | 3 |
|
|
2021
Q2 | $150M | Buy |
1,097,597
+30,617
| +3% | +$3.97M | 4.17% | 3 |
|
|
2021
Q1 | $130M | Buy |
1,066,980
+155,435
| +17% | +$20M | 4.14% | 3 |
|
|
2020
Q4 | $121M | Buy |
911,545
+41,714
| +5% | +$5.02M | 4.25% | 4 |
|
|
2020
Q3 | $101M | Sell |
869,831
-22,461
| -3% | -$2.45M | 4.33% | 4 |
|
|
2020
Q2 | $81.4M | Sell |
892,292
-38,104
| -4% | -$2.95M | 3.47% | 4 |
|
|
2020
Q1 | $59.1M | Sell |
930,396
-203,768
| -18% | -$15M | 2.89% | 5 |
|
|
2019
Q4 | $83.3M | Buy |
1,134,164
+184,580
| +19% | +$11.9M | 3.43% | 5 |
|
|
2019
Q3 | $53.2M | Buy |
+949,584
| New | +$49.6M | 2.64% | 5 |
|
|
2019
Q2 | – | Sell |
-780,120
| Closed | -$37M | – | 309 |
|
|
2019
Q1 | $37M | Buy |
780,120
+6,368
| +0.8% | +$270K | 3.56% | 3 |
|
|
2018
Q4 | $30.5M | Buy |
773,752
+10,212
| +1% | +$495K | 2.35% | 6 |
|
|
2018
Q3 | $43.1M | Buy |
763,540
+28,272
| +4% | +$1.47M | 3.37% | 4 |
|
|
2018
Q2 | $34M | Buy |
735,268
+556
| +0.1% | +$25.2K | 3.21% | 4 |
|
|
2018
Q1 | $30.8M | Buy |
734,712
+51,816
| +8% | +$2.23M | 2.98% | 4 |
|
|
2017
Q4 | $28.9M | Buy |
682,896
+13,900
| +2% | +$581K | 3.05% | 4 |
|
|
2017
Q3 | $25.8M | Buy |
668,996
+192
| +0% | +$7.45K | 2.98% | 5 |
|
|
2017
Q2 | $24.1M | Sell |
668,804
-26,480
| -4% | -$979K | 2.95% | 5 |
|
|
2017
Q1 | $25M | Sell |
695,284
-19,608
| -3% | -$646K | 3.44% | 4 |
|
|
2016
Q4 | $17.8M | Buy |
714,892
+11,364
| +2% | +$322K | 2.6% | 6 |
|
|
2016
Q3 | $19.9M | Sell |
703,528
-8,904
| -1% | -$236K | 3.11% | 4 |
|
|
2016
Q2 | $17M | Sell |
712,432
-303,160
| -30% | -$7.53M | 2.71% | 4 |
|
|
2016
Q1 | $27.7M | Sell |
1,015,592
-20,948
| -2% | -$522K | 4.24% | 4 |
|
|
2015
Q4 | $27.3M | Buy |
1,036,540
+13,516
| +1% | +$386K | 4.59% | 3 |
|
|
2015
Q3 | $28.2M | Buy |
1,023,024
+19,364
| +2% | +$568K | 5.38% | 3 |
|
|
2015
Q2 | $31.5M | Sell |
1,003,660
-15,212
| -1% | -$487K | 5.9% | 3 |
|
|
2015
Q1 | $31.7M | Sell |
1,018,872
-11,816
| -1% | -$357K | 5.96% | 3 |
|
|
2014
Q4 | $28.4M | Sell |
1,030,688
-27,768
| -3% | -$755K | 4.69% | 3 |
|
|
2014
Q3 | $26.7M | Sell |
1,058,456
-11,232
| -1% | -$276K | 4.32% | 4 |
|
|
2014
Q2 | $24.9M | Buy |
1,069,688
+17,980
| +2% | +$383K | 5.78% | 2 |
|
|
2014
Q1 | $20.2M | Buy |
1,051,708
+21,028
| +2% | +$400K | 5.51% | 1 |
|
|
2013
Q4 | $20.7M | Buy |
1,030,680
+2,492
| +0.2% | +$47.1K | 5.36% | 1 |
|
|
2013
Q3 | $17.5M | Buy |
1,028,188
+35,280
| +4% | +$585K | 5.5% | 1 |
|
|
2013
Q2 | $14.1M | Buy |
+992,908
| New | +$15.3M | 5.07% | 2 |
|
Other funds holding AAPL
VCM
VPM
EP Wealth Advisors's AAPL Position: Q1 2026 in Review
EP Wealth Advisors increased its Apple (AAPL) stake by 0.22% in Q1 2026, buying an estimated $1.3M and bringing the position to 2,296,297 shares worth $583M. The position accounts for 2.87% of the portfolio, ranked #7.
EP Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. The position peaked at $623M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- EP Wealth Advisors held 2,296,297 shares of Apple worth $583M as of Q1 2026.
- EP Wealth Advisors bought 4,993 Apple shares in Q1 2026, an estimated $1.3M.
- Apple made up 2.87% of EP Wealth Advisors's portfolio in Q1 2026, its #7 holding.
- EP Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
- EP Wealth Advisors's Apple position peaked at $623M in Q4 2025.
- 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.