Ownership history in Evercore Wealth Management, LLC · 65 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,576,554 | -42,757 | -2.6% | 6.28% | $428.6M | $271.61 |
| 2025 Q3 | REDUCED | 1,619,311 | -26,219 | -1.6% | 6.05% | $412.3M | $254.15 |
| 2025 Q2 | REDUCED | 1,645,530 | -56,602 | -3.3% | 5.25% | $337.6M | $204.55 |
| 2025 Q1 | REDUCED | 1,702,132 | -47,218 | -2.7% | 6.07% | $378.1M | $221.17 |
| 2024 Q4 | REDUCED | 1,749,350 | -15,004 | -0.9% | 6.56% | $438.1M | $249.06 |
| 2024 Q3 | REDUCED | 1,764,354 | -15,770 | -0.9% | 6.17% | $411.1M | $231.48 |
| 2024 Q2 | REDUCED | 1,780,124 | -26,777 | -1.5% | 5.90% | $374.9M | $209.00 |
| 2024 Q1 | REDUCED | 1,806,901 | -55,257 | -3.0% | 4.86% | $309.8M | $169.93 |
| 2023 Q4 | REDUCED | 1,862,158 | -32,345 | -1.7% | 6.01% | $358.5M | $190.55 |
| 2023 Q3 | REDUCED | 1,894,503 | -7,029 | -0.4% | 6.07% | $324.4M | $169.23 |
As of 2025 Q4 — sorted by position size