SEC 13F Intelligence

Evercore Wealth Management, LLC / AAPL

Evercore Wealth Management, LLC’s Apple Inc Position

Does Evercore Wealth Management, LLC own Apple Inc (AAPL)? Yes — 1.50M shares worth $382M (+6.00% of its 13F portfolio) as of Q1 2026, down from 1.58M shares the prior filed quarter.

Position Value
$382M
Q1 2026
Shares
1.50M
% of Portfolio
+6.00%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $88MQ4 ’18Q1 ’19: $110MQ2 ’19: $122MQ3 ’19: $138MQ4 ’19: $177MQ4 ’19Q1 ’20: $148MQ2 ’20: $212MQ3 ’20: $257MQ4 ’20: $291MQ4 ’20Q1 ’21: $265MQ2 ’21: $295MQ3 ’21: $299MQ4 ’21: $371MQ4 ’21Q1 ’22: $360MQ2 ’22: $274MQ3 ’22: $274MQ4 ’22: $253MQ4 ’22Q1 ’23: $315MQ2 ’23: $369MQ3 ’23: $324MQ4 ’23: $359MQ4 ’23Q1 ’24: $310MQ2 ’24: $375MQ3 ’24: $411MQ4 ’24: $438MQ4 ’24Q1 ’25: $378MQ2 ’25: $338MQ3 ’25: $412MQ4 ’25: $429MQ4 ’25Q1 ’26: $382Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.50M$382M+6.00%
Q4 20251.58M$429M+6.28%
Q3 20251.62M$412M+6.05%
Q2 20251.65M$338M+5.25%
Q1 20251.70M$378M+6.07%
Q4 20241.75M$438M+6.56%
Q3 20241.76M$411M+6.17%
Q2 20241.78M$375M+5.90%
Q1 20241.81M$310M+4.86%
Q4 20231.86M$359M+6.01%
Q3 20231.89M$324M+6.07%
Q2 20231.90M$369M+6.76%
Q1 20231.91M$315M+6.27%
Q4 20221.95M$253M+5.31%
Q3 20221.98M$274M+6.18%
Q2 20222.00M$274M+5.78%
Q1 20222.06M$360M+6.37%
Q4 20212.09M$371M+6.04%
Q3 20212.11M$299M+5.41%
Q2 20212.16M$295M+5.40%
Q1 20212.17M$265M+5.25%
Q4 20202.20M$291M+6.28%
Q3 20202.22M$257M+6.29%
Q2 2020581.6K$212M+5.67%
Q1 2020583.6K$148M+4.89%
Q4 2019601.2K$177M+4.76%
Q3 2019614.6K$138M+4.04%
Q2 2019614.4K$122M+3.69%
Q1 2019577.6K$110M+3.53%
Q4 2018560.0K$88M+3.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.