Evanson Asset Management’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 | $67.7M | Buy |
266,862
+1,584
| +0.6% | +$412K | 3.64% | 7 |
|
|
2025
Q4 | $72.1M | Sell |
265,278
-32,889
| -11% | -$8.83M | 3.89% | 6 |
|
|
2025
Q3 | $75.9M | Sell |
298,167
-41,906
| -12% | -$9.47M | 4.28% | 5 |
|
|
2025
Q2 | $69.8M | Sell |
340,073
-76,522
| -18% | -$15.5M | 4.34% | 5 |
|
|
2025
Q1 | $92.5M | Sell |
416,595
-6,298
| -1% | -$1.46M | 6.56% | 3 |
|
|
2024
Q4 | $106M | Sell |
422,893
-583
| -0.1% | -$137K | 7.25% | 3 |
|
|
2024
Q3 | $98.7M | Sell |
423,476
-1,091
| -0.3% | -$244K | 6.96% | 3 |
|
|
2024
Q2 | $89.4M | Sell |
424,567
-371
| -0.1% | -$69.2K | 6.58% | 3 |
|
|
2024
Q1 | $72.9M | Sell |
424,938
-864
| -0.2% | -$157K | 5.43% | 3 |
|
|
2023
Q4 | $82M | Sell |
425,802
-1,499
| -0.4% | -$277K | 6.66% | 3 |
|
|
2023
Q3 | $73.2M | Buy |
427,301
+217
| +0.1% | +$39.8K | 6.74% | 3 |
|
|
2023
Q2 | $82.8M | Sell |
427,084
-1,042
| -0.2% | -$182K | 7.55% | 3 |
|
|
2023
Q1 | $70.6M | Buy |
428,126
+5,462
| +1% | +$806K | 6.99% | 3 |
|
|
2022
Q4 | $54.9M | Sell |
422,664
-3,736
| -0.9% | -$534K | 5.91% | 4 |
|
|
2022
Q3 | $58.9M | Buy |
426,400
+3,582
| +0.8% | +$562K | 6.92% | 4 |
|
|
2022
Q2 | $57.8M | Buy |
422,818
+1,029
| +0.2% | +$156K | 6.36% | 4 |
|
|
2022
Q1 | $73.6M | Sell |
421,789
-14,387
| -3% | -$2.42M | 7.16% | 4 |
|
|
2021
Q4 | $77.5M | Sell |
436,176
-4,652
| -1% | -$735K | 6.89% | 4 |
|
|
2021
Q3 | $60.1M | Buy |
440,828
+7,209
| +2% | +$1.06M | 6.17% | 4 |
|
|
2021
Q2 | $59.4M | Sell |
433,619
-3,142
| -0.7% | -$407K | 6.18% | 4 |
|
|
2021
Q1 | $53.4M | Buy |
436,761
+143,988
| +49% | +$18.5M | 7.88% | 3 |
|
|
2020
Q4 | $38.8M | Buy |
292,773
+5,168
| +2% | +$622K | 6.18% | 3 |
|
|
2020
Q3 | $33.3M | Sell |
287,605
-10,931
| -4% | -$1.19M | 6.02% | 3 |
|
|
2020
Q2 | $27.2M | Sell |
298,536
-3,044
| -1% | -$236K | 5.39% | 4 |
|
|
2020
Q1 | $19.2M | Sell |
301,580
-91,100
| -23% | -$6.7M | 4.57% | 4 |
|
|
2019
Q4 | $28.8M | Buy |
392,680
+368
| +0.1% | +$23.7K | 5.67% | 3 |
|
|
2019
Q3 | $22M | Sell |
392,312
-102,748
| -21% | -$5.37M | 4.51% | 4 |
|
|
2019
Q2 | $24.5M | Sell |
495,060
-7,792
| -2% | -$380K | 4.95% | 3 |
|
|
2019
Q1 | $23.9M | Sell |
502,852
-7,824
| -2% | -$332K | 4.93% | 4 |
|
|
2018
Q4 | $20.1M | Buy |
510,676
+17,908
| +4% | +$868K | 4.6% | 4 |
|
|
2018
Q3 | $27.8M | Sell |
492,768
-5,020
| -1% | -$261K | 5.65% | 4 |
|
|
2018
Q2 | $23M | Sell |
497,788
-13,440
| -3% | -$610K | 4.57% | 4 |
|
|
2018
Q1 | $21.4M | Sell |
511,228
-6,580
| -1% | -$283K | 4.41% | 4 |
|
|
2017
Q4 | $21.9M | Sell |
517,808
-6,476
| -1% | -$271K | 4.44% | 4 |
|
|
2017
Q3 | $20.2M | Sell |
524,284
-108,380
| -17% | -$4.2M | 4.32% | 4 |
|
|
2017
Q2 | $22.8M | Sell |
632,664
-14,224
| -2% | -$526K | 5.24% | 4 |
|
|
2017
Q1 | $23.2M | Sell |
646,888
-8,624
| -1% | -$284K | 5.74% | 3 |
|
|
2016
Q4 | $19M | Buy |
655,512
+32,116
| +5% | +$911K | 5.28% | 3 |
|
|
2016
Q3 | $17.6M | Buy |
623,396
+99,336
| +19% | +$2.63M | 5.02% | 4 |
|
|
2016
Q2 | $12.5M | Buy |
524,060
+976
| +0.2% | +$24.3K | 3.79% | 4 |
|
|
2016
Q1 | $14.3M | Buy |
523,084
+7,308
| +1% | +$182K | 4.88% | 3 |
|
|
2015
Q4 | $13.6M | Buy |
515,776
+17,664
| +4% | +$505K | 4.95% | 4 |
|
|
2015
Q3 | $13.7M | Sell |
498,112
-9,680
| -2% | -$284K | 5.15% | 2 |
|
|
2015
Q2 | $15.9M | Sell |
507,792
-212
| -0% | -$6.78K | 5.55% | 2 |
|
|
2015
Q1 | $15.8M | Sell |
508,004
-54,040
| -10% | -$1.63M | 5.65% | 1 |
|
|
2014
Q4 | $15.5M | Buy |
562,044
+33,484
| +6% | +$911K | 5.73% | 1 |
|
|
2014
Q3 | $13.3M | Sell |
528,560
-6,948
| -1% | -$171K | 5.42% | 2 |
|
|
2014
Q2 | $12.4M | Buy |
535,508
+46,012
| +9% | +$979K | 4.81% | 2 |
|
|
2014
Q1 | $9.38M | Sell |
489,496
-15,176
| -3% | -$289K | 4.12% | 5 |
|
|
2013
Q4 | $10.1M | Buy |
+504,672
| New | +$9.53M | 4.5% | 2 |
|
Other funds holding AAPL
VCM
VPM
Evanson Asset Management's AAPL Position: Q1 2026 in Review
Evanson Asset Management increased its Apple (AAPL) stake by 0.6% in Q1 2026, buying an estimated $412K and bringing the position to 266,862 shares worth $67.7M. The position accounts for 3.64% of the portfolio, ranked #7.
Evanson Asset Management first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $106M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Evanson Asset Management held 266,862 shares of Apple worth $67.7M as of Q1 2026.
- Evanson Asset Management bought 1,584 Apple shares in Q1 2026, an estimated $412K.
- Apple made up 3.64% of Evanson Asset Management's portfolio in Q1 2026, its #7 holding.
- Evanson Asset Management first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Evanson Asset Management's Apple position peaked at $106M in Q4 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.