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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
Q2 		$1.23M Buy
4,241
+1
+0% +$286 0.26% 11
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Advisors's AAPL Position: Q2 2026 in Review

Evergreen Advisors increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $286 and bringing the position to 4,241 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #11.

Evergreen Advisors first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evergreen Advisors held 4,241 shares of Apple worth $1.23M as of Q2 2026.
  • Evergreen Advisors bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.26% of Evergreen Advisors's portfolio in Q2 2026, its #11 holding.
  • Evergreen Advisors first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.