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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
2025
Q2 		– Hold
0
– -$111K – 1133
2025
Q1 		– Hold
0
– – – 1058

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.