Position history for EP Wealth Advisors, LLC's holdings in APPLE INC
EP Wealth Advisors, LLC holds 2.3M shares of AAPL (APPLE INC), worth $622.9M as of 2025-Q4. The position was increased (++7.2% shares). AAPL represents 3.2% of EP Wealth Advisors, LLC's portfolio.
Current Value
$622.9M
Current Shares
2.3M
Total Value Change
+$216.8M
Total Shares Change
+363,194
Other major holders of AAPL: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.3M |
+7.2% |
| $622.9M |
| 3.2% |
| $272.82 |
62 |
| 2025-Q2 | Increased | 2.1M | +5.9% | $438.4M | 2.9% | $200.47 | 57 |
| 2025-Q1 | Decreased | 2M | -1.6% | $448M | 3.6% | $216.95 | 0 |
| 2024-Q4 | Decreased | 2M | -1.2% | $513.3M | 4.2% | $250.83 | 0 |
| 2024-Q3 | Increased | 2.1M | +7.6% | $483.3M | 4.2% | $226.30 | 62 |
| 2024-Q2 | Increased | 1.9M | +5.2% | $406.1M | 4.3% | $209.00 | 60 |