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Evanson Financial’s Apple AAPL Stock Holding History

Evanson Financial’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.1M Buy
+269,895
New +$77.2M 3.82% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evanson Financial's AAPL Position: Q2 2026 in Review

Evanson Financial opened a new position in Apple (AAPL) in Q2 2026: 269,895 shares worth $78.1M. The stake represents 3.82% of the portfolio and ranks #6 among its holdings.

6,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evanson Financial held 269,895 shares of Apple worth $78.1M as of Q2 2026.
  • Apple was a new Evanson Financial position in Q2 2026.
  • Apple made up 3.82% of Evanson Financial's portfolio in Q2 2026, its #6 holding.
  • 6,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.