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Apple shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Apple

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All positions including Apple held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 14k 233.00
2024-06-30 $2.5M 12k 210.62
2024-03-31 $2.0M 12k 171.48
2023-12-31 $2.3M 12k 192.53
2023-09-30 $1.9M 11k 171.21
2023-06-30 $2.1M 11k 193.97
2023-03-31 $1.8M 11k 164.90
2022-12-31 $3.8M 11k 361.43

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Markel Corporation (MKL)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Diamond Hill Invt Group Com New (DHIL)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Evergreen Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple