Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 66,044
Value: $19.1M
% of portfolio: 2.0%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,044	$19.1M	2.0%	−3,748−5.4%	Reduced	Holders
Q1 2026	69,792	$17.7M	2.0%	+12,877+22.6%	Added	Holders
Q4 2025	56,915	$15.5M	1.7%	−912−1.6%	Reduced	Holders
Q3 2025	57,827	$14.7M	1.7%	−1,241−2.1%	Reduced	Holders
Q2 2025	59,068	$12.1M	1.5%	+652+1.1%	Added	Holders
Q1 2025	58,416	$13.0M	1.7%	−524−0.9%	Reduced	Holders
Q4 2024	58,940	$14.8M	2.2%	−882−1.5%	Reduced	Holders
Q3 2024	59,822	$13.9M	2.2%	−735−1.2%	Reduced	Holders
Q2 2024	60,557	$12.8M	2.0%	−1,064−1.7%	Reduced	Holders
Q1 2024	61,621	$10.6M	1.6%	−446−0.7%	Reduced	Holders
Q4 2023	62,067	$11.9M	2.2%	−5,821−8.6%	Reduced	Holders
Q3 2023	67,888	$11.6M	2.4%	−3,202−4.5%	Reduced	Holders
Q2 2023	71,090	$13.8M	2.7%	−987−1.4%	Reduced	Holders
Q1 2023	72,077	$11.9M	2.4%	−303−0.4%	Reduced	Holders
Q4 2022	72,380	$9.40M	1.9%	−3,082−4.1%	Reduced	Holders
Q3 2022	75,462	$10.4M	2.1%	−341−0.4%	Reduced	Holders
Q2 2022	75,803	$10.4M	2.0%	−3,137−4.0%	Reduced	Holders
Q1 2022	78,940	$13.8M	2.3%	−4,356−5.2%	Reduced	Holders
Q4 2021	83,296	$14.8M	2.6%	−2,942−3.4%	Reduced	Holders
Q3 2021	86,238	$12.2M	2.4%	−9,410−9.8%	Reduced	Holders
Q2 2021	95,648	$13.1M	2.4%	−1,217−1.3%	Reduced	Holders
Q1 2021	96,865	$11.8M	2.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.