Evelyn Partners’s Apple AAPL Stock Holding History

Evelyn Partners’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 Q3	$216M	Buy	648,026 +31,906	+5%	+$10.2M	3.45%	8
2026 Q2	$178M	Buy	+616,120	New	+$176M	0.38%	8

Other funds holding AAPL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evelyn Partners's AAPL Position: Q3 2026 in Review

Evelyn Partners increased its Apple (AAPL) stake by 5.2% in Q3 2026, buying an estimated $10.2M and bringing the position to 648,026 shares worth $216M. The position accounts for 3.45% of the portfolio, ranked #8.

Evelyn Partners first reported a position in AAPL in Q2 2026 and has held it in 2 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Evelyn Partners held 648,026 shares of Apple worth $216M as of Q3 2026.
Evelyn Partners bought 31,906 Apple shares in Q3 2026, an estimated $10.2M.
Apple made up 3.45% of Evelyn Partners's portfolio in Q3 2026, its #8 holding.
Evelyn Partners first reported a position in Apple in Q2 2026 and has held it in 2 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.