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 Q2	$752K	Buy	+2,600	New	+$744K	0.01%	670
2026 Q1	–	Sell	-7,000	Closed	-$1.9M	–	1507
2025 Q4	$1.9M	Buy	+7,000	New	+$1.88M	0.04%	318
2025 Q3	–	Hold	0	–	-$205K	–	1319
2025 Q2	–	Hold	0	–	–	–	1025
2023 Q4	–	Sell	-2,100	Closed	-$360K	–	845
2023 Q3	$360K	Buy	+2,100	New	+$385K	0.02%	494

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

Evergreen Capital Management's AAPL Position: Q2 2026 in Review

Evergreen Capital Management increased its Apple (AAPL) stake by 0.01% in Q2 2026, buying an estimated $9.15K and bringing the position to 436,726 shares worth $126M. The position accounts for 2.22% of the portfolio, ranked #3.

Evergreen Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Evergreen Capital Management held 436,726 shares of Apple worth $126M as of Q2 2026.
Evergreen Capital Management bought 32 Apple shares in Q2 2026, an estimated $9.15K.
Apple made up 2.22% of Evergreen Capital Management's portfolio in Q2 2026, its #3 holding.
Evergreen Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.