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Evolution Wealth Advisors, LLC → AAPL

Evolution Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$255.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$255.1M
Q4 2025$10.6M
Q1 2026$238.7M
Q1 2026$3.9M
Q2 2026$9.5M
Q2 2026$3.8M
Q3 2026$12.2M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M46.5K——
Q3 2026$12.2M36.8K——
Q2 2026$3.8M46.2K——
Q2 2026$9.5M33.0K——
Q1 2026$3.9M47.0K——
Q1 2026$238.7M940.4K——
Q4 2025$10.6M135.9K——
Q4 2025$255.1M938.4K——

Other funds holding AAPL

Other Evolution Wealth Advisors, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$228.6M
SPY

STATE STR SPDR S&P 500 ETF T

$211M
SPY

SPDR S&P 500 ETF TR

$180.3M
SPY

STATE STR SPDR S&P 500 ETF T

$176.5M
STT-PG

SELECT SECTOR SPDR TR

$106.6M
STT-PG

SELECT SECTOR SPDR TR

$98.6M
STT-PG

SELECT SECTOR SPDR TR

$72.8M
STT-PG

SELECT SECTOR SPDR TR

$68.2M