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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
Q2 		$3.29M Sell
11,373
-1,989
-15% -$569K 2.6% 11
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 $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

Leo H. Evart Inc's AAPL Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Apple (AAPL) stake by 15% in Q2 2026, selling an estimated $569K and leaving 11,373 shares worth $3.29M. The position accounts for 2.6% of the portfolio, ranked #11.

Leo H. Evart Inc first reported a position in AAPL in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.17M in Q4 2021. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Leo H. Evart Inc held 11,373 shares of Apple worth $3.29M as of Q2 2026.
  • Leo H. Evart Inc sold 1,989 Apple shares in Q2 2026, an estimated $569K.
  • Apple made up 2.6% of Leo H. Evart Inc's portfolio in Q2 2026, its #11 holding.
  • Leo H. Evart Inc first reported a position in Apple in Q4 2021 and has held it in 10 quarters since.
  • Leo H. Evart Inc's Apple position peaked at $4.17M in Q4 2021.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.