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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 		– Sell
-72,700
Closed -$18.5M – 7
2026
Q1 		$18.5M Hold
72,700
– – 0.33% 41
2025
Q4 		$19.8M Hold
72,700
– – 0.37% 39
2025
Q3 		$18.5M Hold
72,700
– – 0.37% 38
2025
Q2 		$14.9M Buy
+72,700
New +$14.7M 0.34% 42

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. 6,119 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.
  • 6,119 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.