Evolution Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.5M | Sell |
32,952
-907,458
| -96% | -$260M | 1.12% | 18 |
|
|
2026
Q1 | $239M | Buy |
940,410
+2,058
| +0.2% | +$536K | 24.32% | 1 |
|
|
2025
Q4 | $255M | Buy |
938,352
+888,828
| +1,795% | +$239M | 25.71% | 1 |
|
|
2025
Q3 | $12.6M | Sell |
49,524
-667
| -1% | -$151K | 1.69% | 13 |
|
|
2025
Q2 | $10.3M | Sell |
50,191
-1,243
| -2% | -$251K | 1.51% | 16 |
|
|
2025
Q1 | $11.4M | Buy |
51,434
+16,345
| +47% | +$3.79M | 1.91% | 9 |
|
|
2024
Q4 | $8.79M | Buy |
35,089
+3,998
| +13% | +$942K | 1.47% | 17 |
|
|
2024
Q3 | $7.23M | Sell |
31,091
-18
| -0.1% | -$4.02K | 1.3% | 18 |
|
|
2024
Q2 | $6.56M | Buy |
31,109
+4,295
| +16% | +$801K | 1.28% | 19 |
|
|
2024
Q1 | $4.6M | Sell |
26,814
-1,445
| -5% | -$263K | 0.88% | 24 |
|
|
2023
Q4 | $5.44M | Buy |
28,259
+484
| +2% | +$89.4K | 1.09% | 24 |
|
|
2023
Q3 | $4.76M | Sell |
27,775
-3,476
| -11% | -$637K | 1.06% | 26 |
|
|
2023
Q2 | $6.06M | Sell |
31,251
-1,155
| -4% | -$201K | 1.34% | 21 |
|
|
2023
Q1 | $5.34M | Buy |
32,406
+1,858
| +6% | +$274K | 1.28% | 22 |
|
|
2022
Q4 | $3.97M | Buy |
30,548
+2,117
| +7% | +$303K | 1% | 29 |
|
|
2022
Q3 | $3.93M | Sell |
28,431
-5,914
| -17% | -$928K | 1.08% | 24 |
|
|
2022
Q2 | $4.71M | Sell |
34,345
-242
| -0.7% | -$36.6K | 1.19% | 22 |
|
|
2022
Q1 | $6.06M | Buy |
34,587
+2,742
| +9% | +$461K | 1.24% | 18 |
|
|
2021
Q4 | $5.66M | Buy |
31,845
+1,138
| +4% | +$180K | 0.85% | 22 |
|
|
2021
Q3 | $4.34M | Sell |
30,707
-742
| -2% | -$109K | 0.93% | 23 |
|
|
2021
Q2 | $4.31M | Sell |
31,449
-2,732
| -8% | -$354K | 0.88% | 26 |
|
|
2021
Q1 | $4.18M | Buy |
34,181
+8,548
| +33% | +$1.1M | 0.93% | 26 |
|
|
2020
Q4 | $3.4M | Sell |
25,633
-6,962
| -21% | -$837K | 0.77% | 34 |
|
|
2020
Q3 | $3.78M | Sell |
32,595
-4,545
| -12% | -$496K | 1.03% | 27 |
|
|
2020
Q2 | $3.39M | Buy |
37,140
+4,440
| +14% | +$344K | 1.11% | 19 |
|
|
2020
Q1 | $2.08M | Buy |
32,700
+3,212
| +11% | +$236K | 0.84% | 30 |
|
|
2019
Q4 | $2.16M | Buy |
+29,488
| New | +$1.9M | 0.54% | 26 |
|
|
2019
Q3 | – | Sell |
-24,256
| Closed | -$1.2M | – | 477 |
|
|
2019
Q2 | $1.2M | Buy |
24,256
+7,744
| +47% | +$377K | 0.52% | 22 |
|
|
2019
Q1 | $784K | Sell |
16,512
-1,744
| -10% | -$74K | 0.36% | 34 |
|
|
2018
Q4 | $720K | Buy |
+18,256
| New | +$885K | 0.33% | 46 |
|
Other funds holding AAPL
Evolution Wealth Advisors's AAPL Position: Q2 2026 in Review
Evolution Wealth Advisors reduced its Apple (AAPL) stake by 96% in Q2 2026, selling an estimated $260M and leaving 32,952 shares worth $9.5M. The position accounts for 1.12% of the portfolio, ranked #18.
Evolution Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $255M in Q4 2025. 6,155 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Evolution Wealth Advisors held 32,952 shares of Apple worth $9.5M as of Q2 2026.
- Evolution Wealth Advisors sold 907,458 Apple shares in Q2 2026, an estimated $260M.
- Apple made up 1.12% of Evolution Wealth Advisors's portfolio in Q2 2026, its #18 holding.
- Evolution Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Evolution Wealth Advisors's Apple position peaked at $255M in Q4 2025.
- 6,155 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.