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Evelyn Partners Investment Management’s Apple AAPL Stock Holding History

Evelyn Partners Investment 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 		$104M Buy
410,438
+18,493
+5% +$4.81M 2.83% 10
2025
Q4 		$107M Sell
391,945
-7,801
-2% -$2.09M 2.94% 9
2025
Q3 		$102M Sell
399,746
-17,637
-4% -$3.98M 2.89% 9
2025
Q2 		$85.6M Sell
417,383
-54,470
-12% -$11M 2.62% 10
2025
Q1 		$105M Sell
471,853
-11,650
-2% -$2.7M 3.49% 6
2024
Q4 		$121M Buy
+483,503
New +$114M 3.93% 4

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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's AAPL Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Apple (AAPL) stake by 4.7% in Q1 2026, buying an estimated $4.81M and bringing the position to 410,438 shares worth $104M. The position accounts for 2.83% of the portfolio, ranked #10.

Evelyn Partners Investment Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $121M in Q4 2024. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evelyn Partners Investment Management held 410,438 shares of Apple worth $104M as of Q1 2026.
  • Evelyn Partners Investment Management bought 18,493 Apple shares in Q1 2026, an estimated $4.81M.
  • Apple made up 2.83% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #10 holding.
  • Evelyn Partners Investment Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Apple position peaked at $121M in Q4 2024.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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