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Evelyn Partners Investment Management Services’s Apple AAPL Stock Holding History

Evelyn Partners Investment Management Services’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 		$16.4M Buy
64,657
+9,212
+17% +$2.4M 1.93% 14
2025
Q4 		$15.1M Buy
55,445
+1,914
+4% +$514K 1.89% 18
2025
Q3 		$13.6M Sell
53,531
-4,645
-8% -$1.05M 1.83% 19
2025
Q2 		$11.9M Sell
58,176
-32,220
-36% -$6.51M 1.79% 17
2025
Q1 		$20.1M Buy
90,396
+5,499
+6% +$1.27M 3.29% 7
2024
Q4 		$21.3M Buy
+84,897
New +$20M 3.71% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its Apple (AAPL) stake by 17% in Q1 2026, buying an estimated $2.4M and bringing the position to 64,657 shares worth $16.4M. The position accounts for 1.93% of the portfolio, ranked #14.

Evelyn Partners Investment Management Services first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.3M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 64,657 shares of Apple worth $16.4M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 9,212 Apple shares in Q1 2026, an estimated $2.4M.
  • Apple made up 1.93% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #14 holding.
  • Evelyn Partners Investment Management Services first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Apple position peaked at $21.3M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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