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Evergreen Private Wealth’s Apple AAPL Stock Holding History

Evergreen Private Wealth’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 		$7.07M Buy
24,424
+275
+1% +$78.7K 2.61% 11
2026
Q1 		$6.13M Sell
24,149
-311
-1% -$80.9K 2.48% 14
2025
Q4 		$6.65M Sell
24,460
-3,223
-12% -$865K 2.62% 14
2025
Q3 		$7.05M Buy
27,683
+886
+3% +$200K 2.86% 11
2025
Q2 		$5.5M Buy
26,797
+1,218
+5% +$246K 2.3% 15
2025
Q1 		$5.68M Buy
25,579
+40
+0.2% +$9.27K 2.66% 10
2024
Q4 		$6.4M Sell
25,539
-262
-1% -$61.7K 3% 10
2024
Q3 		$6.01M Sell
25,801
-87
-0.3% -$19.4K 2.79% 9
2024
Q2 		$5.45M Buy
25,888
+402
+2% +$75K 2.69% 12
2024
Q1 		$4.37M Buy
25,486
+2,735
+12% +$497K 2.19% 19
2023
Q4 		$4.38M Buy
+22,751
New +$4.2M 2.36% 18

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 Private Wealth's AAPL Position: Q2 2026 in Review

Evergreen Private Wealth increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $78.7K and bringing the position to 24,424 shares worth $7.07M. The position accounts for 2.61% of the portfolio, ranked #11.

Evergreen Private Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evergreen Private Wealth held 24,424 shares of Apple worth $7.07M as of Q2 2026.
  • Evergreen Private Wealth bought 275 Apple shares in Q2 2026, an estimated $78.7K.
  • Apple made up 2.61% of Evergreen Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Evergreen Private Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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