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AAPLAAPL
30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in APPLE INC

EP Wealth Advisors, LLC holds 3.1M shares of AAPL (APPLE INC), worth $907.7M as of 2026-Q2. The position was increased (+36.6% shares). AAPL represents 3.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$907.7M

Current Shares

3.1M

Total Value Change

+$877.2M

Total Shares Change

+2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.1M
+36.6%
$907.7M3.5%$289.11
76
2026-Q1
Increased
2.3M
+0.2%
$582.8M2.9%$253.34
54
2025-Q4
Increased
2.3M
+7.2%
$622.9M3.2%$271.12
62
2025-Q2
Increased
2.1M
+5.9%
$438.4M2.9%$204.18
57
2025-Q1
Decreased
2M
-1.6%
$448M3.6%$220.77
0
2024-Q4
Decreased
2M
-1.2%
$513.3M4.2%$248.62
0
2024-Q3
Increased
2.1M
+7.6%
$483.3M4.2%$231.07
62
2024-Q2
Increased
1.9M
+5.2%
$406.1M4.3%$208.63
60
2024-Q1
Increased
1.8M
+2.6%
$314.3M3.7%$169.63
58
2023-Q4
Increased
1.8M
+5.6%
$344M4.4%$190.21
60
2023-Q3
Increased
1.7M
+10.2%
$289.8M4.5%$168.93
63
2023-Q2
Unchanged
1.5M
0.0%
$321.4M4.6%$191.12
0
2023-Q1
Increased
1.5M
+2.9%
$253.2M4.4%$162.26
58
2022-Q4
Increased
1.5M
+7.1%
$194M3.5%$127.65
60
2022-Q3
Increased
1.4M
+8.2%
$192.6M4.4%$135.55
61
2022-Q2
Decreased
1.3M
-1.3%
$176.1M4.0%$133.91
0
2022-Q1
Increased
1.3M
+1.8%
$227.7M5.0%$170.78
57
2021-Q4
Increased
1.3M
+4.9%
$227.6M5.4%$173.45
63
2021-Q3
Increased
1.2M
+11.3%
$172.8M4.7%$138.02
62
2021-Q2
Increased
1.1M
+2.9%
$150.3M4.2%$133.39
57
2021-Q1
Increased
1.1M
+17.1%
$130.3M4.1%$118.76
64
2020-Q4
Increased
911,545
+4.8%
$121M4.3%$128.82
58
2020-Q3
Increased
869,831
+289.9%
$100.7M4.3%$112.24
89
2020-Q2
Decreased
223,073
-4.1%
$81.4M3.5%$88.23
0
2020-Q1
Decreased
232,599
-18.0%
$59.1M2.9%$61.33
0
2019-Q4
Increased
283,541
+19.4%
$83.3M3.4%$70.66
65
2019-Q3
New
237,396
-
$53.2M2.6%$53.73
76
2019-Q2
Exited
0
-100.0%
$00.0%$47.30
0
2019-Q1
Increased
195,030
+0.8%
$37M3.6%$45.22
54
2018-Q4
New
193,438
-
$30.5M2.4%$37.39
75

Other major holders of AAPL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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