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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evergreen Wealth Solutions's AAPL Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Apple (AAPL) stake by 230% in Q1 2026, buying an estimated $18.6M and bringing the position to 102,304 shares worth $26M. The position accounts for 1.84% of the portfolio, ranked #15.

Evergreen Wealth Solutions first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evergreen Wealth Solutions held 102,304 shares of Apple worth $26M as of Q1 2026.
  • Evergreen Wealth Solutions bought 71,335 Apple shares in Q1 2026, an estimated $18.6M.
  • Apple made up 1.84% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #15 holding.
  • Evergreen Wealth Solutions first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.