Evermay Wealth Management LLC / AAPL
Evermay Wealth Management LLC’s Apple Inc Position
Does Evermay Wealth Management LLC own Apple Inc (AAPL)? Yes — 69.8K shares worth $18M (+1.96% of its 13F portfolio) as of Q1 2026, up from 56.9K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
69.8K
% of Portfolio
+1.96%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 69.8K | $18M | +1.96% |
| Q4 2025 | 56.9K | $15M | +1.74% |
| Q3 2025 | 57.8K | $15M | +1.68% |
| Q2 2025 | 59.1K | $12M | +1.49% |
| Q1 2025 | 58.4K | $13M | +1.70% |
| Q4 2024 | 58.9K | $15M | +2.24% |
| Q3 2024 | 59.8K | $14M | +2.24% |
| Q2 2024 | 60.6K | $13M | +2.05% |
| Q1 2024 | 61.6K | $11M | +1.60% |
| Q4 2023 | 62.1K | $12M | +2.21% |
| Q3 2023 | 67.9K | $12M | +2.38% |
| Q2 2023 | 71.1K | $14M | +2.65% |
| Q1 2023 | 72.1K | $12M | +2.40% |
| Q4 2022 | 72.4K | $9M | +1.91% |
| Q3 2022 | 75.5K | $10M | +2.07% |
| Q2 2022 | 75.8K | $10M | +2.01% |
| Q1 2022 | 78.9K | $14M | +2.31% |
| Q4 2021 | 83.3K | $15M | +2.64% |
| Q3 2021 | 86.2K | $12M | +2.36% |
| Q2 2021 | 95.6K | $13M | +2.43% |
| Q1 2021 | 96.9K | $12M | +2.37% |
| Q4 2020 | 101.8K | $14M | +2.98% |
| Q3 2020 | 105.9K | $12M | +3.01% |
| Q2 2020 | 28.2K | $10M | +2.71% |
| Q1 2020 | 28.5K | $7M | +2.20% |
| Q4 2019 | 27.5K | $8M | +1.99% |
| Q3 2019 | 25.1K | $6M | +1.53% |
| Q2 2019 | 24.1K | $5M | +1.33% |
| Q1 2019 | 24.4K | $5M | +1.31% |
| Q4 2018 | 24.7K | $4M | +1.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evermay Wealth Management LLC’s full portfolio or all institutional holders of AAPL.