Apple shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $324M | 1.9M | 171.21 |
| 2023-06-30 | $369M | 1.9M | 193.97 |
| 2023-03-31 | $315M | 1.9M | 164.90 |
| 2022-12-31 | $253M | 2.0M | 129.93 |
| 2022-09-30 | $274M | 2.0M | 138.20 |
| 2022-06-30 | $274M | 2.0M | 136.72 |
| 2022-03-31 | $360M | 2.1M | 174.61 |
| 2021-12-31 | $371M | 2.1M | 177.57 |
| 2021-09-30 | $299M | 2.1M | 141.50 |
| 2021-06-30 | $295M | 2.2M | 136.96 |
| 2021-03-31 | $265M | 2.2M | 122.15 |
| 2020-12-31 | $291M | 2.2M | 132.69 |
| 2020-09-30 | $257M | 2.2M | 115.81 |
| 2020-06-30 | $212M | 582k | 364.80 |
| 2020-03-31 | $148M | 584k | 254.29 |
| 2019-12-31 | $177M | 601k | 293.65 |
| 2019-09-30 | $138M | 615k | 223.97 |
| 2019-06-30 | $122M | 614k | 198.12 |
| 2019-03-31 | $110M | 578k | 189.95 |
| 2018-12-31 | $88M | 560k | 157.74 |
| 2018-09-30 | $125M | 553k | 225.74 |
| 2018-06-30 | $105M | 569k | 185.10 |
| 2018-03-31 | $93M | 554k | 167.78 |
| 2017-12-31 | $97M | 571k | 169.23 |
| 2017-09-30 | $89M | 578k | 154.12 |
| 2017-06-30 | $85M | 587k | 144.01 |
| 2017-03-31 | $86M | 598k | 143.66 |
| 2016-12-31 | $71M | 613k | 115.82 |
| 2016-09-30 | $70M | 622k | 113.06 |
| 2016-06-30 | $59M | 614k | 95.59 |
| 2016-03-31 | $68M | 624k | 108.99 |
| 2015-12-31 | $62M | 588k | 105.26 |
| 2015-09-30 | $73M | 659k | 110.26 |
| 2015-06-30 | $81M | 642k | 125.74 |
| 2015-03-31 | $79M | 634k | 124.44 |
| 2014-12-31 | $70M | 637k | 110.39 |
| 2014-09-30 | $64M | 637k | 100.68 |
| 2014-06-30 | $60M | 642k | 93.12 |
| 2014-03-31 | $48M | 89k | 536.72 |
| 2013-12-31 | $56M | 99k | 560.63 |
| 2013-09-30 | $46M | 97k | 477.85 |
| 2013-06-30 | $43M | 107k | 396.96 |
| 2013-03-31 | $48M | 108k | 442.69 |
| 2012-09-30 | $51M | 77k | 666.67 |
| 2012-03-31 | $63M | 105k | 599.55 |
| 2011-12-31 | $22M | 55k | 405.41 |
| 2011-09-30 | $19M | 49k | 381.53 |
| 2011-06-30 | $16M | 46k | 335.32 |
| 2011-03-31 | $12M | 35k | 348.53 |
| 2010-12-31 | $14M | 43k | 322.61 |
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