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Evernest Financial Advisors’s Apple AAPL Stock Holding History

Evernest Financial Advisors’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 		$36.2M Buy
135,122
+99
+0.1% +$25.8K 7.51% 1
2025
Q4 		$37.1M Buy
135,023
+96,938
+255% +$26M 7.77% 1
2025
Q3 		$9.7M Buy
38,085
+783
+2% +$177K 2.72% 9
2025
Q2 		$7.65M Buy
37,302
+395
+1% +$79.8K 2.48% 9
2025
Q1 		$8.2M Sell
36,907
-112,895
-75% -$26.2M 2.94% 9
2024
Q4 		$37.5M Sell
149,802
-1,543
-1% -$364K 9.73% 1
2024
Q3 		$35.3M Buy
151,345
+113,406
+299% +$25.3M 9.51% 1
2024
Q2 		$7.99M Buy
37,939
+4,781
+14% +$892K 3.58% 8
2024
Q1 		$5.47M Sell
33,158
-2,003
-6% -$364K 2.59% 9
2023
Q4 		$6.77M Buy
+35,161
New +$6.49M 3.43% 7
2021
Q4 		$5.95M Buy
+31,497
New +$4.98M 3.08% 9

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

Evernest Financial Advisors's AAPL Position: Q1 2026 in Review

Evernest Financial Advisors increased its Apple (AAPL) stake by 0.07% in Q1 2026, buying an estimated $25.8K and bringing the position to 135,122 shares worth $36.2M. The position accounts for 7.51% of the portfolio, ranked #1.

Evernest Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 11 quarters since. The position peaked at $37.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evernest Financial Advisors held 135,122 shares of Apple worth $36.2M as of Q1 2026.
  • Evernest Financial Advisors bought 99 Apple shares in Q1 2026, an estimated $25.8K.
  • Apple made up 7.51% of Evernest Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • Evernest Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Apple position peaked at $37.5M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.