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EverSource Wealth Advisors, LLC

Position in AAPL — Apple Inc.

CIK 1710537 BIRMINGHAM, AL

Position in AAPL

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$64,662,890
+$14,900,555 QoQ
Shares Held
254,789
+39.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.70%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AAPL Over Time

Shares Held

Position Value (USD)

Position in Consumer Electronics

Technology · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $65,347,836 across 6 Consumer Electronics names. AAPL ranks #1 (99.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AAPL
Apple Inc.
This page
254,789 $64,662,890

All Filings in AAPL

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $64,662,890 254,789
2025-12-31 $49,762,335 183,044
2025-09-30 $46,247,170 181,625
2025-06-30 $36,494,199 177,873
2025-03-31 $44,847,155 201,896
2024-12-31 $53,567,087 213,909
2024-09-30 $47,519,651 203,947
2024-06-30 $43,463,539 206,360
2024-03-31 $32,513,288 189,604
2023-12-31 $32,446,306 168,526
2023-09-30 $28,242,113 164,956
2023-06-30 $31,687,906 163,365
2023-03-31 $22,527,317 136,612
2022-12-31 $15,190,374 116,912
2022-09-30 $13,609,381 98,476
2022-06-30 $11,026,604 80,651
2022-03-31 $13,029,221 74,619
2021-12-31 $12,237,412 68,916