Question 1

Does EP Wealth Advisors own AAPL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 3,136,978 shares of AAPL (Apple), worth $907.7M.

Question 2

How many shares of AAPL does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 3,136,978 shares of AAPL (Apple).

Question 3

What is EP Wealth Advisors' AAPL position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' AAPL position is worth $907.7M.

Question 4

Is EP Wealth Advisors buying or selling AAPL?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its AAPL position by 840,681 shares (+36.6%).

Question 5

When did EP Wealth Advisors first buy AAPL?

Accepted Answer

EP Wealth Advisors already held AAPL in its Q4 2018 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.1M	+36.6%	$907.7M	3.5%	$289.11	76
2026-Q1	Increased	2.3M	+0.2%	$582.8M	2.9%	$253.34	54
2025-Q4	Increased	2.3M	+7.2%	$622.9M	3.2%	$271.12	62
2025-Q2	Increased	2.1M	+5.9%	$438.4M	2.9%	$204.18	57
2025-Q1	Decreased	2M	-1.6%	$448M	3.6%	$220.77	0
2024-Q4	Decreased	2M	-1.2%	$513.3M	4.2%	$248.62	0
2024-Q3	Increased	2.1M	+7.6%	$483.3M	4.2%	$231.07	62