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Evergreen Capital Management’s Apple AAPL Stock Holding History

Evergreen Capital Management’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 		$111M Sell
436,694
-10,946
-2% -$2.85M 2.4% 2
2025
Q4 		$122M Buy
447,640
+73,890
+20% +$19.8M 2.72% 2
2025
Q3 		$95.2M Buy
373,750
+26,566
+8% +$6M 2.26% 3
2025
Q2 		$71.2M Sell
347,184
-2,425
-0.7% -$490K 2.14% 4
2025
Q1 		$77.7M Sell
349,609
-8,585
-2% -$1.99M 2.61% 2
2024
Q4 		$89.7M Sell
358,194
-481
-0.1% -$113K 2.92% 2
2024
Q3 		$83.6M Sell
358,675
-2,501
-0.7% -$559K 2.8% 2
2024
Q2 		$76.1M Sell
361,176
-3,258
-0.9% -$608K 2.75% 2
2024
Q1 		$62.5M Buy
364,434
+38,907
+12% +$7.07M 2.36% 3
2023
Q4 		$62.7M Buy
325,527
+4,775
+1% +$882K 2.56% 4
2023
Q3 		$54.9M Sell
320,752
-34
-0% -$6.24K 2.41% 4
2023
Q2 		$62.2M Buy
320,786
+8,335
+3% +$1.45M 2.6% 3
2023
Q1 		$51.5M Sell
312,451
-6,424
-2% -$948K 2.31% 6
2022
Q4 		$41.4M Sell
318,875
-4,309
-1% -$616K 1.95% 7
2022
Q3 		$44.7M Buy
323,184
+26,248
+9% +$4.12M 2.33% 4
2022
Q2 		$40.6M Sell
296,936
-62,054
-17% -$9.4M 2.11% 4
2022
Q1 		$62.7M Sell
358,990
-3,715
-1% -$625K 2.55% 2
2021
Q4 		$64.4M Buy
362,705
+12,131
+3% +$1.92M 2.58% 2
2021
Q3 		$49.6M Sell
350,574
-33,584
-9% -$4.94M 2.24% 5
2021
Q2 		$52.6M Buy
384,158
+12,516
+3% +$1.62M 2.52% 5
2021
Q1 		$45.4M Sell
371,642
-142
-0% -$18.2K 2.33% 5
2020
Q4 		$49.3M Sell
371,784
-427
-0.1% -$51.4K 2.88% 5
2020
Q3 		$43.1M Sell
372,211
-51,613
-12% -$5.63M 2.98% 5
2020
Q2 		$38.7M Sell
423,824
-8,568
-2% -$664K 2.93% 4
2020
Q1 		$27.5M Sell
432,392
-54,200
-11% -$3.99M 2.57% 4
2019
Q4 		$35.7M Sell
486,592
-6,140
-1% -$395K 2.97% 5
2019
Q3 		$27.6M Buy
492,732
+2,340
+0.5% +$122K 2.57% 7
2019
Q2 		$24.3M Buy
490,392
+23,588
+5% +$1.15M 2.31% 7
2019
Q1 		$22.2M Sell
466,804
-10,044
-2% -$426K 2.22% 6
2018
Q4 		$18.8M Buy
476,848
+98,508
+26% +$4.78M 1.97% 8
2018
Q3 		$21.4M Buy
378,340
+4,176
+1% +$217K 1.89% 9
2018
Q2 		$17.3M Buy
374,164
+23,340
+7% +$1.06M 1.63% 12
2018
Q1 		$14.7M Buy
350,824
+28,332
+9% +$1.22M 1.41% 13
2017
Q4 		$13.6M Sell
322,492
-109,680
-25% -$4.58M 1.38% 12
2017
Q3 		$16.7M Buy
432,172
+262,532
+155% +$10.2M 1.95% 10
2017
Q2 		$6.11M Buy
169,640
+35,260
+26% +$1.3M 0.98% 30
2017
Q1 		$4.83M Sell
134,380
-19,648
-13% -$647K 1.01% 35
2016
Q4 		$4.46M Buy
154,028
+2,136
+1% +$60.6K 0.86% 36
2016
Q3 		$4.29M Sell
151,892
-3,124
-2% -$82.7K 0.85% 37
2016
Q2 		$3.71M Sell
155,016
-12
-0% -$298 0.8% 39
2016
Q1 		$4.22M Sell
155,028
-115,964
-43% -$2.89M 0.97% 30
2015
Q4 		$7.13M Sell
270,992
-54,648
-17% -$1.56M 1.71% 17
2015
Q3 		$8.98M Sell
325,640
-80,804
-20% -$2.37M 2.33% 11
2015
Q2 		$12.7M Sell
406,444
-4,848
-1% -$155K 3.13% 4
2015
Q1 		$12.8M Sell
411,292
-92,924
-18% -$2.81M 2.82% 7
2014
Q4 		$12.7M Sell
504,216
-952
-0.2% -$25.9K 2.5% 6
2014
Q3 		$12.7M Buy
505,168
+6,988
+1% +$172K 2.48% 6
2014
Q2 		$11.6M Buy
498,180
+1,712
+0.3% +$36.4K 2.28% 9
2014
Q1 		$9.52M Sell
496,468
-5,320
-1% -$101K 1.91% 14
2013
Q4 		$10.1M Buy
501,788
+2,800
+0.6% +$52.9K 1.82% 14
2013
Q3 		$8.5M Sell
498,988
-71,960
-13% -$1.19M 1.37% 20
2013
Q2 		$8.09M Buy
+570,948
New +$8.78M 1.24% 27

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 Capital Management's AAPL Position: Q1 2026 in Review

Evergreen Capital Management reduced its Apple (AAPL) stake by 2.4% in Q1 2026, selling an estimated $2.85M and leaving 436,694 shares worth $111M. The position accounts for 2.4% of the portfolio, ranked #2.

Evergreen Capital Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evergreen Capital Management held 436,694 shares of Apple worth $111M as of Q1 2026.
  • Evergreen Capital Management sold 10,946 Apple shares in Q1 2026, an estimated $2.85M.
  • Apple made up 2.4% of Evergreen Capital Management's portfolio in Q1 2026, its #2 holding.
  • Evergreen Capital Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Evergreen Capital Management's Apple position peaked at $122M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.