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Evergreen Wealth Solutions’s Apple AAPL Stock Holding History

Evergreen Wealth Solutions’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 		$40.7M Buy
133,385
+31,081
+30% +$8.89M 2.13% 12
2026
Q1 		$26M Buy
102,304
+71,335
+230% +$18.6M 1.84% 15
2025
Q4 		$8.42M Buy
30,969
+12,141
+64% +$3.26M 1.17% 18
2025
Q3 		$4.79M Sell
18,828
-4,991
-21% -$1.13M 2.7% 5
2025
Q2 		$4.89M Buy
23,819
+1,633
+7% +$330K 2.94% 5
2025
Q1 		$4.93M Buy
22,186
+1,565
+8% +$363K 3.32% 6
2024
Q4 		$5.16M Buy
20,621
+11
+0.1% +$2.59K 3.6% 4
2024
Q3 		$4.8M Sell
20,610
-3,448
-14% -$770K 3.26% 5
2024
Q2 		$5.07M Sell
24,058
-1,407
-6% -$262K 3.6% 5
2024
Q1 		$4.37M Sell
25,465
-1,821
-7% -$331K 3.23% 4
2023
Q4 		$5.25M Buy
27,286
+1,496
+6% +$276K 4.49% 3
2023
Q3 		$4.42M Sell
25,790
-1,275
-5% -$234K 4.46% 3
2023
Q2 		$5.25M Sell
27,065
-1,506
-5% -$262K 5.3% 3
2023
Q1 		$4.71M Buy
28,571
+141
+0.5% +$20.8K 5.45% 2
2022
Q4 		$3.69M Buy
28,430
+570
+2% +$81.5K 4.87% 3
2022
Q3 		$3.85M Buy
27,860
+1,497
+6% +$235K 5.46% 2
2022
Q2 		$3.6M Buy
26,363
+197
+0.8% +$29.8K 4.42% 2
2022
Q1 		$4.57M Sell
26,166
-1,426
-5% -$240K 4.43% 3
2021
Q4 		$4.9M Buy
+27,592
New +$4.36M 4.44% 4

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 $3.38T AUM 44.17% 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 Wealth Solutions's AAPL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Apple (AAPL) stake by 30% in Q2 2026, buying an estimated $8.89M and bringing the position to 133,385 shares worth $40.7M. The position accounts for 2.13% of the portfolio, ranked #12.

Evergreen Wealth Solutions first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,152 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evergreen Wealth Solutions held 133,385 shares of Apple worth $40.7M as of Q2 2026.
  • Evergreen Wealth Solutions bought 31,081 Apple shares in Q2 2026, an estimated $8.89M.
  • Apple made up 2.13% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #12 holding.
  • Evergreen Wealth Solutions first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.