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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
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 $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

Evexia Wealth's AAPL Position: Q1 2026 in Review

Evexia Wealth reduced its Apple (AAPL) stake by 2.5% in Q1 2026, selling an estimated $287K and leaving 43,026 shares worth $11.2M. The position accounts for 3.07% of the portfolio, ranked #11.

Evexia Wealth first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evexia Wealth held 43,026 shares of Apple worth $11.2M as of Q1 2026.
  • Evexia Wealth sold 1,101 Apple shares in Q1 2026, an estimated $287K.
  • Apple made up 3.07% of Evexia Wealth's portfolio in Q1 2026, its #11 holding.
  • Evexia Wealth first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Evexia Wealth's Apple position peaked at $12.5M in Q2 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.