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Leo H. Evart Inc’s Apple AAPL Stock Holding History

Leo H. Evart Inc’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 		$3.39M Buy
+13,362
New +$3.48M 2.9% 9
2023
Q3 		$2.65M Sell
15,458
-270
-2% -$49.5K 4.06% 9
2023
Q2 		$3.05M Sell
15,728
-22
-0.1% -$3.83K 4.23% 8
2023
Q1 		$2.6M Sell
15,750
-351
-2% -$51.8K 3.79% 11
2022
Q4 		$2.09M Buy
16,101
+107
+0.7% +$15.3K 3.16% 11
2022
Q3 		$2.21M Sell
15,994
-735
-4% -$115K 3.37% 11
2022
Q2 		$2.29M Sell
16,729
-50
-0.3% -$7.57K 2.78% 11
2022
Q1 		$2.93M Sell
16,779
-6,695
-29% -$1.13M 3.03% 10
2021
Q4 		$4.17M Buy
+23,474
New +$3.71M 4.06% 8

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

Leo H. Evart Inc's AAPL Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Apple (AAPL) in Q1 2026: 13,362 shares worth $3.39M. The stake represents 2.9% of the portfolio and ranks #9 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in AAPL as recently as Q3 2023.

Leo H. Evart Inc first reported a position in AAPL in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.17M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Leo H. Evart Inc held 13,362 shares of Apple worth $3.39M as of Q1 2026.
  • Apple was a new Leo H. Evart Inc position in Q1 2026.
  • Apple made up 2.9% of Leo H. Evart Inc's portfolio in Q1 2026, its #9 holding.
  • Leo H. Evart Inc first reported a position in Apple in Q4 2021 and has held it in 9 quarters since.
  • Leo H. Evart Inc's Apple position peaked at $4.17M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.