Evergreen Wealth Management
AAPL icon

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
Q3 		$316K Sell
949
-3
-0.3% -$964 0.12% 60
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evergreen Wealth Management's AAPL Position: Q3 2026 in Review

Evergreen Wealth Management reduced its Apple (AAPL) stake by 0.32% in Q3 2026, selling an estimated $964 and leaving 949 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #60.

Evergreen Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.35M in Q3 2024. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Evergreen Wealth Management held 949 shares of Apple worth $316K as of Q3 2026.
  • Evergreen Wealth Management sold 3 Apple shares in Q3 2026, an estimated $964.
  • Apple made up 0.12% of Evergreen Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Evergreen Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • Evergreen Wealth Management's Apple position peaked at $3.35M in Q3 2024.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.