Everest Financial Group’s Apple AAPL Stock Holding History

Everest Financial Group’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 Q2	$22.7M	Sell	78,507 -4,426	-5%	-$1.27M	3.08%	10
2026 Q1	$21M	Buy	82,933 +14,432	+21%	+$3.76M	3.47%	8
2025 Q4	$18.6M	Buy	+68,501	New	+$18.4M	4.17%	7

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Everest Financial Group's AAPL Position: Q2 2026 in Review

Everest Financial Group reduced its Apple (AAPL) stake by 5.3% in Q2 2026, selling an estimated $1.27M and leaving 78,507 shares worth $22.7M. The position accounts for 3.08% of the portfolio, ranked #10.

Everest Financial Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,067 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Everest Financial Group held 78,507 shares of Apple worth $22.7M as of Q2 2026.
Everest Financial Group sold 4,426 Apple shares in Q2 2026, an estimated $1.27M.
Apple made up 3.08% of Everest Financial Group's portfolio in Q2 2026, its #10 holding.
Everest Financial Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,067 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.