Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership1,504,338 shares
Latest Disclosed Value $ 381,785,920
Evercore Wealth Management, LLC reports 4.58% decrease in ownership of AAPL / Apple Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,504,338 shares of Apple Inc. (CH:AAPL) valued at $381,785,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,576,554 shares of Apple Inc.. This represents a change in shares of -4.58% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPLE COM 037833100 1,504,338 -72,216 -4.58 381,786 -10.92 6.0032
2026-02-17 2025-12-31 13F APPLE COM 037833100 1,576,554 -42,757 -2.64 428,602 3.95 6.2806
2025-11-14 2025-09-30 13F APPLE COM 037833100 1,619,311 -26,219 -1.59 412,325 22.13 6.0504
2025-08-14 2025-06-30 13F APPLE COM 037833100 1,645,530 -56,602 -3.33 337,613 -10.71 5.2492
2025-05-15 2025-03-31 13F APPLE COM 037833100 1,702,132 -47,218 -2.70 378,095 -13.69 6.0739
2025-02-14 2024-12-31 13F APPLE COM 037833100 1,749,350 -15,004 -0.85 438,072 6.56 6.5617
2024-11-14 2024-09-30 13F APPLE COM 037833100 1,764,354 -15,770 -0.89 411,095 9.65 6.1660
2024-08-14 2024-06-30 13F APPLE COM 037833100 1,780,124 -26,777 -1.48 374,930 21.00 5.9015
2024-05-15 2024-03-31 13F APPLE COM 037833100 1,806,901 -55,257 -2.97 309,847 -13.58 4.8569
2024-02-14 2023-12-31 13F APPLE COM 037833100 1,862,158 -32,345 -1.71 358,521 10.53 6.0113
2023-11-14 2023-09-30 13F APPLE COM 037833100 1,894,503 -7,029 -0.37 324,358 -12.06 6.0723
2023-08-04 2023-06-30 13F APPLE COM 037833100 1,901,532 -6,444 -0.34 368,840 17.23 6.7649
2023-05-15 2023-03-31 13F APPLE COM 037833100 1,907,976 -42,504 -2.18 314,625 24.15 6.2723
2023-02-14 2022-12-31 13F APPLE COM 037833100 1,950,480 -30,748 -1.55 253,426 -7.44 5.3109
2022-11-14 2022-09-30 13F APPLE COM 037833100 1,981,228 -22,923 -1.14 273,805 -0.07 6.1764
2022-08-15 2022-06-30 13F APPLE COM 037833100 2,004,151 -59,027 -2.86 274,008 -23.94 5.7771
2022-05-16 2022-03-31 13F APPLE COM 037833100 2,063,178 -26,864 -1.29 360,252 -2.93 6.3708
2022-02-14 2021-12-31 13F APPLE COM 037833100 2,090,042 -22,742 -1.08 371,129 24.14 6.0352
2021-11-15 2021-09-30 13F APPLE COM 037833100 2,112,784 -43,518 -2.02 298,959 1.23 5.4115
2021-08-16 2021-06-30 13F APPLE COM 037833100 2,156,302 -12,893 -0.59 295,327 11.46 5.4046
2021-05-17 2021-03-31 13F APPLE COM 037833100 2,169,195 -26,816 -1.22 264,967 -9.07 5.2494
2021-02-16 2020-12-31 13F APPLE COM 037833100 2,196,011 -23,950 -1.08 291,388 13.34 6.2788
2020-11-16 2020-09-30 13F APPLE COM 037833100 2,219,961 1,638,356 281.70 257,094 21.17 6.2912
2020-08-13 2020-06-30 13F APPLE COM 037833100 581,605 -2,003 -0.34 212,169 42.97 5.6681
2020-05-14 2020-03-31 13F APPLE COM 037833100 583,608 -17,632 -2.93 148,406 -15.94 4.8931
2020-02-13 2019-12-31 13F APPLE COM 037833100 601,240 -13,336 -2.17 176,554 28.27 4.7553
2019-11-14 2019-09-30 13F APPLE COM 037833100 614,576 138 0.02 137,647 13.19 4.0378
2019-08-13 2019-06-30 13F APPLE COM 037833100 614,438 36,886 6.39 121,610 10.85 3.6937
2019-05-14 2019-03-31 13F APPLE COM 037833100 577,552 17,521 3.13 109,706 24.19 3.5334
2019-02-13 2018-12-31 13F APPLE COM 037833100 560,031 7,056 1.28 88,339 -29.23 3.3365
2018-11-13 2018-09-30 13F APPLE COM 037833100 552,975 -15,642 -2.75 124,828 18.59 3.9913
2018-08-14 2018-06-30 13F APPLE COM 037833100 568,617 14,597 2.63 105,256 13.23 3.5971
2018-05-14 2018-03-31 13F APPLE COM 037833100 554,020 -17,146 -3.00 92,954 -3.83 3.5503
2018-02-13 2017-12-31 13F APPLE COM 037833100 571,166 -7,188 -1.24 96,658 8.44 3.5939
2017-11-13 2017-09-30 13F APPLE COM 037833100 578,354 -8,520 -1.45 89,136 5.46 3.4713
2017-08-11 2017-06-30 13F APPLE COM 037833100 586,874 -11,217 -1.88 84,521 -1.63 3.2640
2017-05-12 2017-03-31 13F APPLE COM 037833100 598,091 -14,498 -2.37 85,922 21.10 3.3625
2017-02-08 2016-12-31 13F APPLE COM 037833100 612,589 -9,194 -1.48 70,950 0.93 2.9400
2016-11-10 2016-09-30 13F APPLE COM 037833100 621,783 10,172 1.66 70,293 20.22 2.9084
2016-09-20 2016-06-30 13F/A-1 APPLE COM 037833100 611,611 -12,100 -1.94 58,470 -13.99 2.5842
2016-08-01 2016-06-30 13F APPLE COM 037833100 613,515 58,652
2016-05-02 2016-03-31 13F APPLE COM 037833100 623,711 35,453 6.03 67,979 9.79 3.0036
2016-02-16 2015-12-31 13F APPLE COM 037833100 588,258 -70,677 -10.73 61,919 -14.81 2.8741
2015-11-16 2015-09-30 13F APPLE COM 037833100 658,935 16,507 2.57 72,686 -9.84 3.4723
2015-08-06 2015-06-30 13F APPLE COM 037833100 642,428 8,911 1.41 80,620 2.27 3.6383
2015-05-06 2015-03-31 13F APPLE COM 037833100 633,517 -3,560 -0.56 78,830 12.07 3.6188
2015-02-13 2014-12-31 13F APPLE COM 037833100 637,077 -117 -0.02 70,338 9.54 3.5062
2014-11-13 2014-09-30 13F APPLE COM 037833100 637,194 -4,807 -0.75 64,211 7.51 3.2169
2014-08-14 2014-06-30 13F APPLE COM 037833100 642,001 552,599 618.11 59,725 24.48 3.0795
2014-05-15 2014-03-31 13F APPLE COM 037833100 89,402 -9,990 -10.05 47,979 -13.89 2.6904
2014-02-11 2013-12-31 13F APPLE COM 037833100 99,392 2,645 2.73 55,716 20.74 3.0620
2013-11-13 2013-09-30 13F APPLE COM 037833100 96,747 -10,271 -9.60 46,147 8.62 2.6434
2013-08-14 2013-06-30 13F APPLE COM 037833100 107,018 107,018 42,486 2.4045
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.