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EVERGREEN CAPITAL MANAGEMENT LLC → AAPL
EVERGREEN CAPITAL MANAGEMENT LLC AAPL Position History
Apple Inc. • Technology
Quarters held
13
Latest value
$64M
Q3 2026
Peak value
$82.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32.9M |
| Q3 2025 | $62.2M |
| Q4 2025 | $50.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $71.5M |
| Q1 2026 | $46.6M |
| Q1 2026 | $64.2M |
| Q2 2026 | $53.8M |
| Q2 2026 | $72.5M |
| Q2 2026 | $752K |
| Q3 2026 | $82.9M |
| Q3 2026 | $866K |
| Q3 2026 | $64M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $64M | 192.2K | — | — |
| Q3 2026 | $866K | 2.6K | — | — |
| Q3 2026 | $82.9M | 249.1K | — | — |
| Q2 2026 | $752K | 2.6K | — | — |
| Q2 2026 | $72.5M | 250.7K | — | — |
| Q2 2026 | $53.8M | 186.0K | — | — |
| Q1 2026 | $64.2M | 253.1K | — | — |
| Q1 2026 | $46.6M | 183.6K | — | — |
| Q4 2025 | $71.5M | 263.1K | — | — |
| Q4 2025 | $1.9M | 7.0K | — | — |
| Q4 2025 | $50.2M | 184.5K | — | — |
| Q3 2025 | $62.2M | 244.4K | — | — |
| Q3 2025 | $32.9M | 129.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B