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Evergreen Wealth Management’s Apple AAPL Stock Holding History

Evergreen Wealth 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 		$275K Buy
952
+50
+6% +$14.3K 0.13% 53
2026
Q1 		$229K Sell
902
-7
-0.8% -$1.82K 0.12% 53
2025
Q4 		$247K Sell
909
-6
-0.7% -$1.61K 0.12% 52
2025
Q3 		$233K Sell
915
-4,756
-84% -$1.07M 0.12% 50
2025
Q2 		$1.16M Sell
5,671
-3,840
-40% -$775K 0.65% 42
2025
Q1 		$2.11M Sell
9,511
-3,346
-26% -$775K 1.26% 29
2024
Q4 		$3.22M Sell
12,857
-1,509
-11% -$356K 1.9% 20
2024
Q3 		$3.35M Buy
14,366
+2,549
+22% +$569K 2.01% 20
2024
Q2 		$2.49M Hold
11,817
– – 1.65% 23
2024
Q1 		$2.03M Hold
11,817
– – 1.37% 29
2023
Q4 		$2.28M Buy
11,817
+679
+6% +$125K 1.67% 23
2023
Q3 		$1.91M Buy
11,138
+91
+0.8% +$16.7K 1.51% 23
2023
Q2 		$2.14M Sell
11,047
-152
-1% -$26.5K 1.68% 23
2023
Q1 		$1.85M Buy
11,199
+551
+5% +$81.3K 1.64% 24
2022
Q4 		$1.43M Buy
+10,648
New +$1.52M 1.31% 29

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Evergreen Wealth Management increased its Apple (AAPL) stake by 5.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 952 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #53.

Evergreen Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.35M in Q3 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evergreen Wealth Management held 952 shares of Apple worth $275K as of Q2 2026.
  • Evergreen Wealth Management bought 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 0.13% of Evergreen Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Evergreen Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Apple position peaked at $3.35M in Q3 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.