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Apple shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 7.1k 271.85

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple