SEC 13F Intelligence

Eversource Wealth Advisors, LLC / AAPL

Eversource Wealth Advisors, LLC’s Apple Inc Position

Does Eversource Wealth Advisors, LLC own Apple Inc (AAPL)? Yes254.8K shares worth $65M (+1.97% of its 13F portfolio) as of Q1 2026, up from 183.0K shares the prior filed quarter.

Position Value
$65M
Q1 2026
Shares
254.8K
% of Portfolio
+1.97%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $12MQ4 ’21Q1 ’22: $13MQ2 ’22: $11MQ3 ’22: $14MQ3 ’22Q4 ’22: $15MQ1 ’23: $23MQ2 ’23: $32MQ2 ’23Q3 ’23: $28MQ4 ’23: $32MQ1 ’24: $32MQ1 ’24Q2 ’24: $46MQ3 ’24: $48MQ4 ’24: $54MQ4 ’24Q1 ’25: $45MQ2 ’25: $36MQ3 ’25: $46MQ3 ’25Q4 ’25: $50MQ1 ’26: $65Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026254.8K$65M+1.97%
Q4 2025183.0K$50M+1.83%
Q3 2025181.6K$46M+1.83%
Q2 2025177.9K$36M+1.65%
Q1 2025201.9K$45M+2.46%
Q4 2024213.9K$54M+3.01%
Q3 2024203.9K$48M+3.01%
Q2 2024206.4K$46M+3.04%
Q1 2024168.5K$32M+2.97%
Q4 2023168.5K$32M+2.97%
Q3 2023165.0K$28M+3.00%
Q2 2023163.4K$32M+3.49%
Q1 2023136.6K$23M+2.80%
Q4 2022116.9K$15M+2.30%
Q3 202298.5K$14M+3.12%
Q2 202280.7K$11M+2.84%
Q1 202274.6K$13M+3.30%
Q4 202168.9K$12M+3.43%

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