EW
AAPL icon

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
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 $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

Evoke Wealth's AAPL Position: Q1 2026 in Review

Evoke Wealth reduced its Apple (AAPL) stake by 0.39% in Q1 2026, selling an estimated $406K and leaving 400,044 shares worth $102M. The position accounts for 1.82% of the portfolio, ranked #17.

Evoke Wealth first reported a position in AAPL in Q3 2019 and has held it in 26 quarters since. The position peaked at $109M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Evoke Wealth held 400,044 shares of Apple worth $102M as of Q1 2026.
  • Evoke Wealth sold 1,561 Apple shares in Q1 2026, an estimated $406K.
  • Apple made up 1.82% of Evoke Wealth's portfolio in Q1 2026, its #17 holding.
  • Evoke Wealth first reported a position in Apple in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's Apple position peaked at $109M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.