Evercore Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382M | Sell |
1,504,338
-72,216
| -5% | -$18.8M | 6% | 1 |
|
|
2025
Q4 | $429M | Sell |
1,576,554
-42,757
| -3% | -$11.5M | 6.28% | 1 |
|
|
2025
Q3 | $412M | Sell |
1,619,311
-26,219
| -2% | -$5.92M | 6.05% | 3 |
|
|
2025
Q2 | $338M | Sell |
1,645,530
-56,602
| -3% | -$11.4M | 5.25% | 3 |
|
|
2025
Q1 | $378M | Sell |
1,702,132
-47,218
| -3% | -$10.9M | 6.07% | 1 |
|
|
2024
Q4 | $438M | Sell |
1,749,350
-15,004
| -0.9% | -$3.54M | 6.56% | 1 |
|
|
2024
Q3 | $411M | Sell |
1,764,354
-15,770
| -0.9% | -$3.52M | 6.17% | 1 |
|
|
2024
Q2 | $375M | Sell |
1,780,124
-26,777
| -1% | -$4.99M | 5.9% | 2 |
|
|
2024
Q1 | $310M | Sell |
1,806,901
-55,257
| -3% | -$10M | 4.86% | 2 |
|
|
2023
Q4 | $359M | Sell |
1,862,158
-32,345
| -2% | -$5.97M | 6.01% | 1 |
|
|
2023
Q3 | $324M | Sell |
1,894,503
-7,029
| -0.4% | -$1.29M | 6.07% | 1 |
|
|
2023
Q2 | $369M | Sell |
1,901,532
-6,444
| -0.3% | -$1.12M | 6.76% | 1 |
|
|
2023
Q1 | $315M | Sell |
1,907,976
-42,504
| -2% | -$6.27M | 6.27% | 1 |
|
|
2022
Q4 | $253M | Sell |
1,950,480
-30,748
| -2% | -$4.39M | 5.31% | 1 |
|
|
2022
Q3 | $274M | Sell |
1,981,228
-22,923
| -1% | -$3.6M | 6.18% | 1 |
|
|
2022
Q2 | $274M | Sell |
2,004,151
-59,027
| -3% | -$8.94M | 5.78% | 1 |
|
|
2022
Q1 | $360M | Sell |
2,063,178
-26,864
| -1% | -$4.52M | 6.37% | 1 |
|
|
2021
Q4 | $371M | Sell |
2,090,042
-22,742
| -1% | -$3.59M | 6.04% | 1 |
|
|
2021
Q3 | $299M | Sell |
2,112,784
-43,518
| -2% | -$6.41M | 5.41% | 1 |
|
|
2021
Q2 | $295M | Sell |
2,156,302
-12,893
| -0.6% | -$1.67M | 5.4% | 1 |
|
|
2021
Q1 | $265M | Sell |
2,169,195
-26,816
| -1% | -$3.44M | 5.25% | 1 |
|
|
2020
Q4 | $291M | Sell |
2,196,011
-23,950
| -1% | -$2.88M | 6.28% | 1 |
|
|
2020
Q3 | $257M | Sell |
2,219,961
-106,459
| -5% | -$11.6M | 6.29% | 1 |
|
|
2020
Q2 | $212M | Sell |
2,326,420
-8,012
| -0.3% | -$621K | 5.67% | 1 |
|
|
2020
Q1 | $148M | Sell |
2,334,432
-70,528
| -3% | -$5.19M | 4.89% | 2 |
|
|
2019
Q4 | $177M | Sell |
2,404,960
-53,344
| -2% | -$3.43M | 4.76% | 1 |
|
|
2019
Q3 | $138M | Buy |
2,458,304
+552
| +0% | +$28.9K | 4.04% | 2 |
|
|
2019
Q2 | $122M | Buy |
2,457,752
+147,544
| +6% | +$7.19M | 3.69% | 3 |
|
|
2019
Q1 | $110M | Buy |
2,310,208
+70,084
| +3% | +$2.97M | 3.53% | 3 |
|
|
2018
Q4 | $88.3M | Buy |
2,240,124
+28,224
| +1% | +$1.37M | 3.34% | 4 |
|
|
2018
Q3 | $125M | Sell |
2,211,900
-62,568
| -3% | -$3.26M | 3.99% | 1 |
|
|
2018
Q2 | $105M | Buy |
2,274,468
+58,388
| +3% | +$2.65M | 3.6% | 1 |
|
|
2018
Q1 | $93M | Sell |
2,216,080
-68,584
| -3% | -$2.95M | 3.55% | 1 |
|
|
2017
Q4 | $96.7M | Sell |
2,284,664
-28,752
| -1% | -$1.2M | 3.59% | 1 |
|
|
2017
Q3 | $89.1M | Sell |
2,313,416
-34,080
| -1% | -$1.32M | 3.47% | 1 |
|
|
2017
Q2 | $84.5M | Sell |
2,347,496
-44,868
| -2% | -$1.66M | 3.26% | 1 |
|
|
2017
Q1 | $85.9M | Sell |
2,392,364
-57,992
| -2% | -$1.91M | 3.36% | 1 |
|
|
2016
Q4 | $71M | Sell |
2,450,356
-36,776
| -1% | -$1.04M | 2.94% | 2 |
|
|
2016
Q3 | $70.3M | Buy |
2,487,132
+40,688
| +2% | +$1.08M | 2.91% | 1 |
|
|
2016
Q2 | $58.5M | Sell |
2,446,444
-48,400
| -2% | -$1.2M | 2.58% | 3 |
|
|
2016
Q1 | $68M | Buy |
2,494,844
+141,812
| +6% | +$3.53M | 3% | 1 |
|
|
2015
Q4 | $61.9M | Sell |
2,353,032
-282,708
| -11% | -$8.08M | 2.87% | 1 |
|
|
2015
Q3 | $72.7M | Buy |
2,635,740
+66,028
| +3% | +$1.94M | 3.47% | 1 |
|
|
2015
Q2 | $80.6M | Buy |
2,569,712
+35,644
| +1% | +$1.14M | 3.64% | 1 |
|
|
2015
Q1 | $78.8M | Sell |
2,534,068
-14,240
| -0.6% | -$430K | 3.62% | 1 |
|
|
2014
Q4 | $70.3M | Sell |
2,548,308
-468
| -0% | -$12.7K | 3.51% | 1 |
|
|
2014
Q3 | $64.2M | Sell |
2,548,776
-19,228
| -0.7% | -$472K | 3.22% | 1 |
|
|
2014
Q2 | $59.7M | Buy |
2,568,004
+64,748
| +3% | +$1.38M | 3.08% | 1 |
|
|
2014
Q1 | $48M | Sell |
2,503,256
-279,720
| -10% | -$5.32M | 2.69% | 1 |
|
|
2013
Q4 | $55.7M | Buy |
2,782,976
+74,060
| +3% | +$1.4M | 3.06% | 1 |
|
|
2013
Q3 | $46.1M | Sell |
2,708,916
-287,588
| -10% | -$4.77M | 2.64% | 1 |
|
|
2013
Q2 | $42.5M | Buy |
+2,996,504
| New | +$46.1M | 2.4% | 3 |
|
Other funds holding AAPL
VCM
VPM
Evercore Wealth Management's AAPL Position: Q1 2026 in Review
Evercore Wealth Management reduced its Apple (AAPL) stake by 4.6% in Q1 2026, selling an estimated $18.8M and leaving 1,504,338 shares worth $382M. The position accounts for 6% of the portfolio, ranked #1.
Evercore Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $438M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Evercore Wealth Management held 1,504,338 shares of Apple worth $382M as of Q1 2026.
- Evercore Wealth Management sold 72,216 Apple shares in Q1 2026, an estimated $18.8M.
- Apple made up 6% of Evercore Wealth Management's portfolio in Q1 2026, its #1 holding.
- Evercore Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's Apple position peaked at $438M in Q4 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.