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Evelyn Partners Asset Management’s Apple AAPL Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$10.1M Sell
39,793
-34
-0.1% -$8.85K 2.49% 10
2025
Q4 		$10.8M Sell
39,827
-205
-0.5% -$55K 2.54% 9
2025
Q3 		$10.2M Buy
40,032
+33,514
+514% +$7.57M 2.3% 11
2025
Q2 		$1.34M Sell
6,518
-9,321
-59% -$1.88M 0.34% 55
2025
Q1 		$3.52M Sell
15,839
-244
-2% -$56.5K 0.98% 33
2024
Q4 		$4.03M Buy
+16,083
New +$3.79M 1.08% 28

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evelyn Partners Asset Management's AAPL Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Apple (AAPL) stake by 0.09% in Q1 2026, selling an estimated $8.85K and leaving 39,793 shares worth $10.1M. The position accounts for 2.49% of the portfolio, ranked #10.

Evelyn Partners Asset Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.8M in Q4 2025. 6,105 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evelyn Partners Asset Management held 39,793 shares of Apple worth $10.1M as of Q1 2026.
  • Evelyn Partners Asset Management sold 34 Apple shares in Q1 2026, an estimated $8.85K.
  • Apple made up 2.49% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #10 holding.
  • Evelyn Partners Asset Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Apple position peaked at $10.8M in Q4 2025.
  • 6,105 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.