Evermay Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.1M | Sell |
66,044
-3,748
| -5% | -$1.07M | 1.97% | 11 |
|
|
2026
Q1 | $17.7M | Buy |
69,792
+12,877
| +23% | +$3.35M | 1.96% | 10 |
|
|
2025
Q4 | $15.5M | Sell |
56,915
-912
| -2% | -$245K | 1.74% | 10 |
|
|
2025
Q3 | $14.7M | Sell |
57,827
-1,241
| -2% | -$280K | 1.68% | 10 |
|
|
2025
Q2 | $12.1M | Buy |
59,068
+652
| +1% | +$132K | 1.49% | 12 |
|
|
2025
Q1 | $13M | Sell |
58,416
-524
| -0.9% | -$121K | 1.7% | 8 |
|
|
2024
Q4 | $14.8M | Sell |
58,940
-882
| -1% | -$208K | 2.24% | 7 |
|
|
2024
Q3 | $13.9M | Sell |
59,822
-735
| -1% | -$164K | 2.24% | 6 |
|
|
2024
Q2 | $12.8M | Sell |
60,557
-1,064
| -2% | -$198K | 2.05% | 7 |
|
|
2024
Q1 | $10.6M | Sell |
61,621
-446
| -0.7% | -$81.1K | 1.6% | 11 |
|
|
2023
Q4 | $11.9M | Sell |
62,067
-5,821
| -9% | -$1.07M | 2.21% | 9 |
|
|
2023
Q3 | $11.6M | Sell |
67,888
-3,202
| -5% | -$587K | 2.38% | 8 |
|
|
2023
Q2 | $13.8M | Sell |
71,090
-987
| -1% | -$172K | 2.65% | 7 |
|
|
2023
Q1 | $11.9M | Sell |
72,077
-303
| -0.4% | -$44.7K | 2.4% | 7 |
|
|
2022
Q4 | $9.4M | Sell |
72,380
-3,082
| -4% | -$440K | 1.91% | 10 |
|
|
2022
Q3 | $10.4M | Sell |
75,462
-341
| -0.4% | -$53.5K | 2.07% | 10 |
|
|
2022
Q2 | $10.4M | Sell |
75,803
-3,137
| -4% | -$475K | 2.01% | 10 |
|
|
2022
Q1 | $13.8M | Sell |
78,940
-4,356
| -5% | -$733K | 2.31% | 9 |
|
|
2021
Q4 | $14.8M | Sell |
83,296
-2,942
| -3% | -$465K | 2.64% | 9 |
|
|
2021
Q3 | $12.2M | Sell |
86,238
-9,410
| -10% | -$1.39M | 2.36% | 10 |
|
|
2021
Q2 | $13.1M | Sell |
95,648
-1,217
| -1% | -$158K | 2.43% | 10 |
|
|
2021
Q1 | $11.8M | Sell |
96,865
-4,942
| -5% | -$634K | 2.37% | 10 |
|
|
2020
Q4 | $13.5M | Sell |
101,807
-4,098
| -4% | -$493K | 2.98% | 8 |
|
|
2020
Q3 | $12.3M | Sell |
105,905
-6,863
| -6% | -$749K | 3.01% | 8 |
|
|
2020
Q2 | $10.3M | Sell |
112,768
-1,280
| -1% | -$99.2K | 2.71% | 8 |
|
|
2020
Q1 | $7.25M | Buy |
114,048
+3,996
| +4% | +$294K | 2.2% | 8 |
|
|
2019
Q4 | $8.08M | Buy |
110,052
+9,728
| +10% | +$626K | 1.99% | 9 |
|
|
2019
Q3 | $5.62M | Buy |
100,324
+3,900
| +4% | +$204K | 1.53% | 10 |
|
|
2019
Q2 | $4.77M | Sell |
96,424
-1,100
| -1% | -$53.6K | 1.33% | 11 |
|
|
2019
Q1 | $4.63M | Sell |
97,524
-1,400
| -1% | -$59.4K | 1.31% | 11 |
|
|
2018
Q4 | $3.9M | Sell |
98,924
-584
| -0.6% | -$28.3K | 1.26% | 11 |
|
|
2018
Q3 | $5.62M | Sell |
99,508
-3,092
| -3% | -$161K | 1.75% | 10 |
|
|
2018
Q2 | $4.75M | Sell |
102,600
-600
| -0.6% | -$27.2K | 1.58% | 10 |
|
|
2018
Q1 | $4.33M | Sell |
103,200
-11,396
| -10% | -$491K | 1.49% | 10 |
|
|
2017
Q4 | $4.85M | Buy |
114,596
+23,380
| +26% | +$977K | 1.78% | 9 |
|
|
2017
Q3 | $3.52M | Buy |
91,216
+1,216
| +1% | +$47.2K | 1.53% | 9 |
|
|
2017
Q2 | $3.24M | Sell |
90,000
-2,128
| -2% | -$78.7K | 1.44% | 10 |
|
|
2017
Q1 | $3.31M | Buy |
92,128
+18,512
| +25% | +$610K | 1.48% | 10 |
|
|
2016
Q4 | $2.13M | Sell |
73,616
-1,092
| -1% | -$31K | 1.04% | 13 |
|
|
2016
Q3 | $2.11M | Sell |
74,708
-2,832
| -4% | -$75K | 1.06% | 14 |
|
|
2016
Q2 | $1.85M | Buy |
77,540
+6,604
| +9% | +$164K | 0.97% | 17 |
|
|
2016
Q1 | $1.93M | Buy |
70,936
+5,100
| +8% | +$127K | 1.08% | 15 |
|
|
2015
Q4 | $1.73M | Sell |
65,836
-3,932
| -6% | -$112K | 1.02% | 15 |
|
|
2015
Q3 | $1.92M | Buy |
69,768
+5,444
| +8% | +$160K | 1.15% | 13 |
|
|
2015
Q2 | $2.02M | Sell |
64,324
-740
| -1% | -$23.7K | 1.2% | 14 |
|
|
2015
Q1 | $2.02M | Buy |
65,064
+1,408
| +2% | +$42.5K | 1.2% | 15 |
|
|
2014
Q4 | $1.76M | Sell |
63,656
-148
| -0.2% | -$4.03K | 1.14% | 13 |
|
|
2014
Q3 | $1.61M | Hold |
63,804
| – | – | 1.38% | 10 |
|
|
2014
Q2 | $1.48M | Buy |
63,804
+10,100
| +19% | +$215K | 1.28% | 11 |
|
|
2014
Q1 | $1.03M | Buy |
+53,704
| New | +$1.02M | 1.1% | 11 |
|
Other funds holding AAPL
Evermay Wealth Management's AAPL Position: Q2 2026 in Review
Evermay Wealth Management reduced its Apple (AAPL) stake by 5.4% in Q2 2026, selling an estimated $1.07M and leaving 66,044 shares worth $19.1M. The position accounts for 1.97% of the portfolio, ranked #11.
Evermay Wealth Management first reported a position in AAPL in Q1 2014 and has held it in 50 quarters since. 2,396 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Evermay Wealth Management held 66,044 shares of Apple worth $19.1M as of Q2 2026.
- Evermay Wealth Management sold 3,748 Apple shares in Q2 2026, an estimated $1.07M.
- Apple made up 1.97% of Evermay Wealth Management's portfolio in Q2 2026, its #11 holding.
- Evermay Wealth Management first reported a position in Apple in Q1 2014 and has held it in 50 quarters since.
- 2,396 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.