SEC 13F Intelligence

Ep Wealth Advisors, LLC / AAPL

Ep Wealth Advisors, LLC’s Apple Inc Position

Does Ep Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 2.30M shares worth $583M (+2.87% of its 13F portfolio) as of Q1 2026, up from 2.29M shares the prior filed quarter.

Position Value
$583M
Q1 2026
Shares
2.30M
% of Portfolio
+2.87%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $37MQ3 ’19: $53MQ4 ’19: $83MQ1 ’20: $59MQ1 ’20Q2 ’20: $81MQ3 ’20: $101MQ4 ’20: $121MQ1 ’21: $130MQ1 ’21Q2 ’21: $150MQ3 ’21: $173MQ4 ’21: $228MQ1 ’22: $228MQ1 ’22Q2 ’22: $176MQ4 ’22: $193MQ2 ’23: $321MQ3 ’23: $290MQ3 ’23Q4 ’23: $344MQ1 ’24: $314MQ2 ’24: $406MQ3 ’24: $483MQ3 ’24Q4 ’24: $513MQ1 ’25: $448MQ2 ’25: $438MQ4 ’25: $623MQ4 ’25Q1 ’26: $583Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.30M$583M+2.87%
Q4 20252.29M$623M+3.24%
Q2 20252.14M$438M+2.88%
Q1 20252.02M$448M+3.58%
Q4 20242.05M$513M+4.19%
Q3 20242.07M$483M+4.15%
Q2 20241.93M$406M+4.31%
Q1 20241.83M$314M+3.67%
Q4 20231.79M$344M+4.39%
Q3 20231.69M$290M+4.49%
Q2 20231.54M$321M+4.63%
Q4 20221.39M$193M+4.37%
Q2 20221.29M$176M+3.97%
Q1 20221.30M$228M+5.00%
Q4 20211.28M$228M+5.38%
Q3 20211.22M$173M+4.74%
Q2 20211.10M$150M+4.17%
Q1 20211.07M$130M+4.14%
Q4 2020911.5K$121M+4.25%
Q3 2020869.8K$101M+4.33%
Q2 2020223.1K$81M+3.47%
Q1 2020232.6K$59M+2.89%
Q4 2019283.5K$83M+3.43%
Q3 2019237.4K$53M+2.64%
Q1 2019195.0K$37M+3.56%
Q4 2018193.4K$31M+2.35%

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