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Evexia Wealth’s Apple AAPL Stock Holding History

Evexia Wealth’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 		$12.8M Sell
42,132
-894
-2% -$256K 3.46% 10
2026
Q1 		$11.2M Sell
43,026
-1,101
-2% -$287K 3.07% 11
2025
Q4 		$11.5M Sell
44,127
-1,942
-4% -$521K 3.21% 11
2025
Q3 		$11.4M Sell
46,069
-2,116
-4% -$478K 3.42% 11
2025
Q2 		$10.2M Buy
48,185
+1,533
+3% +$310K 3.2% 10
2025
Q1 		$9.28M Sell
46,652
-115
-0.2% -$26.6K 3.37% 13
2024
Q4 		$10.6M Sell
46,767
-925
-2% -$218K 3.61% 12
2024
Q3 		$10.6M Sell
47,692
-8,019
-14% -$1.79M 3.75% 11
2024
Q2 		$12.5M Sell
55,711
-1,715
-3% -$320K 4.68% 3
2024
Q1 		$10.1M Buy
57,426
+848
+1% +$154K 4.17% 7
2023
Q4 		$10.5M Buy
56,578
+954
+2% +$176K 4.44% 7
2023
Q3 		$9.52M Sell
55,624
-296
-0.5% -$54.3K 4.82% 3
2023
Q2 		$10.8M Sell
55,920
-93
-0.2% -$16.2K 5.2% 2
2023
Q1 		$9.72M Buy
+56,013
New +$8.26M 5.24% 2

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 $3.37T AUM 44.26% 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

Evexia Wealth's AAPL Position: Q2 2026 in Review

Evexia Wealth reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $256K and leaving 42,132 shares worth $12.8M. The position accounts for 3.46% of the portfolio, ranked #10.

Evexia Wealth first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evexia Wealth held 42,132 shares of Apple worth $12.8M as of Q2 2026.
  • Evexia Wealth sold 894 Apple shares in Q2 2026, an estimated $256K.
  • Apple made up 3.46% of Evexia Wealth's portfolio in Q2 2026, its #10 holding.
  • Evexia Wealth first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.