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AAPL
Showing 7 of 26 quarters

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 $582.8M as of 2026-Q1. The position was increased (+0.2% shares). AAPL represents 2.9% of EP Wealth Advisors, LLC's portfolio.

Current Value

$582.8M

Current Shares

2.3M

Total Value Change

+$176.7M

Total Shares Change

+368,187

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.3M
+0.2%
$582.8M2.9%$263.75
54
2025-Q4
Increased
2.3M
+7.2%
$622.9M3.2%$272.82
62
2025-Q2
Increased
2.1M
+5.9%
$438.4M2.9%$200.47
57
2025-Q1
Decreased
2M
-1.6%
$448M3.6%$216.95
0
2024-Q4
Decreased
2M
-1.2%
$513.3M4.2%$250.83
0
2024-Q3
Increased
2.1M
+7.6%
$483.3M4.2%$226.30
62
2024-Q2
Increased
1.9M
+5.2%
$406.1M4.3%$209.00
60

Other major holders of AAPL: VANGUARD GROUP INC, BlackRock, Inc.

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