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Evoke Wealth’s Apple AAPL Stock Holding History

Evoke 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 		$363K Sell
1,255
-398,789
-100% -$114M 23.36% 3
2026
Q1 		$102M Sell
400,044
-1,561
-0.4% -$406K 1.82% 17
2025
Q4 		$109M Buy
401,605
+18,921
+5% +$5.08M 2.04% 13
2025
Q3 		$97.4M Buy
382,684
+19,577
+5% +$4.42M 1.97% 14
2025
Q2 		$74.5M Buy
363,107
+548
+0.2% +$111K 1.7% 16
2025
Q1 		$80.5M Buy
362,559
+105,209
+41% +$24.4M 2.1% 11
2024
Q4 		$64.4M Buy
257,350
+5,673
+2% +$1.34M 1.79% 16
2024
Q3 		$58.6M Buy
251,677
+248,877
+8,888% +$55.6M 1.59% 18
2024
Q2 		$590K Sell
2,800
-239,721
-99% -$44.7M 0.7% 29
2024
Q1 		$41.6M Buy
+242,521
New +$44.1M 1.23% 24
2023
Q4 		– Sell
-208,237
Closed -$35.7M – 94
2023
Q3 		$35.7M Sell
208,237
-1,730
-0.8% -$317K 1.25% 19
2023
Q2 		$40.7M Sell
209,967
-343,582
-62% -$59.9M 1.41% 17
2023
Q1 		$32.4M Buy
553,549
+75,188
+16% +$11.1M 1.18% 20
2022
Q4 		$25.9M Buy
478,361
+279,274
+140% +$39.9M 0.94% 25
2022
Q3 		$27.2M Buy
199,087
+1,193
+0.6% +$187K 1.1% 16
2022
Q2 		$27.1M Sell
197,894
-6,651
-3% -$1.01M 1% 17
2022
Q1 		$35.7M Buy
204,545
+732
+0.4% +$123K 1.17% 16
2021
Q4 		$35.8M Sell
203,813
-13,285
-6% -$2.1M 1.13% 15
2021
Q3 		$30.4M Buy
217,098
+13,542
+7% +$1.99M 1.14% 15
2021
Q2 		$27.5M Buy
203,556
+1,987
+1% +$257K 1.04% 16
2021
Q1 		$24.6M Buy
201,569
+26,024
+15% +$3.34M 1.11% 15
2020
Q4 		$23.3M Buy
175,545
+393
+0.2% +$47.3K 1.57% 12
2020
Q3 		$20.3M Buy
175,152
+8,524
+5% +$930K 1.64% 12
2020
Q2 		$15.3M Buy
166,628
+5,960
+4% +$462K 1.49% 14
2020
Q1 		$10.2M Sell
160,668
-22,656
-12% -$1.67M 1.45% 15
2019
Q4 		$13.5M Sell
183,324
-16,256
-8% -$1.05M 1.71% 11
2019
Q3 		$11.2M Buy
+199,580
New +$10.4M 1.38% 16

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

Evoke Wealth's AAPL Position: Q2 2026 in Review

Evoke Wealth reduced its Apple (AAPL) stake by 100% in Q2 2026, selling an estimated $114M and leaving 1,255 shares worth $363K. The position accounts for 23.36% of the portfolio, ranked #3.

Evoke Wealth first reported a position in AAPL in Q3 2019 and has held it in 27 quarters since. The position peaked at $109M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Evoke Wealth held 1,255 shares of Apple worth $363K as of Q2 2026.
  • Evoke Wealth sold 398,789 Apple shares in Q2 2026, an estimated $114M.
  • Apple made up 23.36% of Evoke Wealth's portfolio in Q2 2026, its #3 holding.
  • Evoke Wealth first reported a position in Apple in Q3 2019 and has held it in 27 quarters since.
  • Evoke Wealth's Apple position peaked at $109M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.