EP Wealth Advisors, LLC

Position in AAPL — Apple Inc.

CIK 1540569 TORRANCE, CA

Position in AAPL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$582,777,215

-$40,136,690 QoQ

Shares Held

2,296,297

+0.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

8.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 91.54098968905154.ToString("F0")% Shared 0.ToString("F0")% None 8.459010310948454.ToString("F0")%

Technology · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $583,709,485 across 3 Consumer Electronics names. AAPL ranks #1 (99.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	2,296,297	$582,777,215
2	SONY	Sony Group Corp	40,457	$837,459
3	LPL	LG Display Co., Ltd.	24,436	$94,811

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$582,777,215	2,296,297	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$622,913,905	2,291,304	+7.2%	Shares	Sole	2026-02-18
2025-06-30	$438,365,401	2,136,596	+5.9%	Shares	Sole	2025-08-14
2025-03-31	$447,973,791	2,016,719	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$513,311,416	2,049,802	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$483,311,667	2,074,299	+7.6%	Shares	Sole	2024-11-15
2024-06-30	$406,098,528	1,928,110	+5.2%	Shares	Sole	2024-08-19
2024-03-31	$314,301,405	1,832,875	+2.6%	Shares	Sole	2024-05-14
2023-12-31	$343,985,649	1,786,660	+5.6%	Shares	Sole	2024-02-28
2023-09-30	$289,768,131	1,692,472	+10.2%	Shares	Sole	2023-11-24
2023-06-30	$297,845,008	1,535,521	0.0%	Shares	Sole	2023-08-14
2023-03-31	$253,207,412	1,535,521	+2.9%	Shares	Sole	2023-06-05
2022-12-31	$193,978,343	1,492,945	+7.1%	Shares	Sole	2023-06-12
2022-09-30	$192,570,367	1,393,418	+8.2%	Shares	Sole	2022-12-02
2022-06-30	$176,061,180	1,287,750	-1.3%	Shares	Sole	2022-08-11
2022-03-31	$227,706,805	1,304,088	+1.7%	Shares	Sole	2022-05-20
2021-12-31	$227,589,160	1,281,687	+4.9%	Shares	Sole	2022-02-17
2021-09-30	$172,814,940	1,221,307	+11.3%	Shares	Sole	2021-11-23
2021-06-30	$150,326,885	1,097,597	+2.9%	Shares	Sole	2021-08-24
2021-03-31	$130,331,607	1,066,980	+17.1%	Shares	Sole	2021-05-17
2020-12-31	$120,952,906	911,545	+4.8%	Shares	Sole	2021-02-18
2020-09-30	$100,735,128	869,831	+289.9%	Shares	Sole	2020-11-17
2020-06-30	$20,344,257	223,073	-4.1%	Shares	Sole	2020-08-14
2020-03-31	$14,786,899	232,599	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.