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Evercore Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 1,474,930 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,474,930 shares
    Change vs previous 13F -29,408 shares

    6.04% of the 13F portfolio, value $426,785,801.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,504,338 shares
    Change vs previous 13F -72,216 shares

    6% of the 13F portfolio, value $381,785,920.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,576,554 shares
    Change vs previous 13F -42,757 shares

    6.28% of the 13F portfolio, value $428,601,836.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,619,311 shares
    Change vs previous 13F -26,219 shares

    6.05% of the 13F portfolio, value $412,325,115.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,645,530 shares
    Change vs previous 13F -56,602 shares

    5.25% of the 13F portfolio, value $337,613,485.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,702,132 shares
    Change vs previous 13F -47,218 shares

    6.09% of the 13F portfolio, value $378,094,534.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,749,350 shares
    Change vs previous 13F -15,004 shares

    6.56% of the 13F portfolio, value $438,072,143.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,764,354 shares
    Change vs previous 13F not available

    6.17% of the 13F portfolio, value $411,094,519.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).