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Evergreen Advisors’s Apple AAPL Stock Holding History

Evergreen Advisors’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 		$1.08M Sell
4,240
-31
-0.7% -$8.07K 0.25% 10
2025
Q4 		$1.16M Buy
+4,271
New +$1.15M 0.28% 10
2025
Q2 		$727K Buy
3,545
+67
+2% +$13.5K 0.19% 13
2025
Q1 		$773K Sell
3,478
-158
-4% -$36.6K 0.21% 12
2024
Q4 		$910K Buy
3,636
+532
+17% +$125K 0.25% 12
2024
Q3 		$723K Buy
3,104
+123
+4% +$27.5K 0.2% 13
2024
Q2 		$628K Sell
2,981
-642
-18% -$120K 0.19% 13
2024
Q1 		$621K Sell
3,623
-232
-6% -$42.2K 0.19% 13
2023
Q4 		$742K Sell
3,855
-522
-12% -$96.4K 0.24% 13
2023
Q3 		$749K Buy
4,377
+96
+2% +$17.6K 0.27% 12
2023
Q2 		$830K Buy
4,281
+2
+0% +$349 0.29% 11
2023
Q1 		$706K Buy
4,279
+3
+0.1% +$443 0.26% 13
2022
Q4 		$556K Buy
4,276
+2
+0% +$286 0.22% 13
2022
Q3 		$591K Buy
4,274
+108
+3% +$17K 0.25% 9
2022
Q2 		$570K Buy
4,166
+157
+4% +$23.8K 0.23% 9
2022
Q1 		$700K Buy
4,009
+2
+0% +$336 0.25% 9
2021
Q4 		$711K Buy
4,007
+3
+0.1% +$474 0.24% 9
2021
Q3 		$567K Buy
4,004
+1,005
+34% +$148K 0.2% 10
2021
Q2 		$366K Hold
2,999
– – 0.16% 9
2021
Q1 		$366K Sell
2,999
-548
-15% -$70.3K 0.14% 10
2020
Q4 		$471K Buy
3,547
+4
+0.1% +$481 0.19% 9
2020
Q3 		$410K Buy
3,543
+719
+25% +$78.5K 0.19% 9
2020
Q2 		$257K Buy
+2,824
New +$219K 0.12% 9
2020
Q1 		– Sell
-2,968
Closed -$218K – 11
2019
Q4 		$218K Buy
+2,968
New +$191K 0.12% 17

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

Evergreen Advisors's AAPL Position: Q1 2026 in Review

Evergreen Advisors reduced its Apple (AAPL) stake by 0.73% in Q1 2026, selling an estimated $8.07K and leaving 4,240 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #10.

Evergreen Advisors first reported a position in AAPL in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.16M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evergreen Advisors held 4,240 shares of Apple worth $1.08M as of Q1 2026.
  • Evergreen Advisors sold 31 Apple shares in Q1 2026, an estimated $8.07K.
  • Apple made up 0.25% of Evergreen Advisors's portfolio in Q1 2026, its #10 holding.
  • Evergreen Advisors first reported a position in Apple in Q4 2019 and has held it in 24 quarters since.
  • Evergreen Advisors's Apple position peaked at $1.16M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.