Everhart Financial Group, Inc. / AAPL
Everhart Financial Group, Inc.’s Apple Inc Position
Does Everhart Financial Group, Inc. own Apple Inc (AAPL)? Yes — 197.1K shares worth $57M (+3.65% of its 13F portfolio) as of Q2 2026, up from 141.2K shares the prior filed quarter.
Position Value
$57M
Q2 2026
Shares
197.1K
% of Portfolio
+3.65%
Quarters Held
22
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 197.1K | $57M | +3.65% |
| Q1 2026 | 141.2K | $36M | +3.05% |
| Q4 2025 | 124.0K | $34M | +3.12% |
| Q3 2025 | 115.0K | $29M | +2.93% |
| Q2 2025 | 114.6K | $24M | +2.72% |
| Q1 2025 | 123.0K | $27M | +3.74% |
| Q4 2024 | 108.7K | $27M | +5.60% |
| Q3 2024 | 94.8K | $21M | +4.75% |
| Q2 2024 | 83.8K | $17M | +4.43% |
| Q1 2024 | 73.5K | $13M | +3.67% |
| Q4 2023 | 65.0K | $13M | +4.44% |
| Q3 2023 | 61.0K | $10M | +4.43% |
| Q2 2023 | 66.5K | $11M | +4.66% |
| Q1 2023 | 52.8K | $9M | +3.91% |
| Q4 2022 | 37.5K | $5M | +2.44% |
| Q3 2022 | 49.2K | $7M | +3.76% |
| Q2 2022 | 36.4K | $5M | +3.02% |
| Q1 2022 | 40.0K | $7M | +4.03% |
| Q4 2021 | 32.6K | $6M | +3.50% |
| Q3 2021 | 28.5K | $4M | +2.77% |
| Q2 2021 | 25.8K | $4M | +2.43% |
| Q1 2021 | 13.8K | $2M | +1.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Everhart Financial Group, Inc.’s full portfolio or all institutional holders of AAPL.