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Cerro Pacific Wealth Advisors’s Apple AAPL Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7M Sell
64,465
-113
-0.2% -$32.3K 4.22% 6
2026
Q1 		$16.4M Sell
64,578
-629
-1% -$164K 4.3% 4
2025
Q4 		$17.7M Sell
65,207
-1,364
-2% -$366K 4.78% 2
2025
Q3 		$17M Sell
66,571
-4,298
-6% -$971K 4.64% 2
2025
Q2 		$14.5M Sell
70,869
-727
-1% -$147K 4.04% 3
2025
Q1 		$17.9M Sell
71,596
-394
-0.5% -$91.3K 5.83% 2
2024
Q4 		$16.8M Buy
71,990
+341
+0.5% +$80.4K 5.55% 2
2024
Q3 		$15.1M Buy
71,649
+6,550
+10% +$1.46M 5.7% 1
2024
Q2 		$13.7M Buy
+65,099
New +$12.1M 5.24% 2
2023
Q1 		$11.3M Sell
68,525
-2,113
-3% -$312K 6.25% 1
2022
Q4 		$9.18M Buy
70,638
+13
+0% +$1.86K 4.87% 2
2022
Q3 		$9.76M Buy
70,625
+1,918
+3% +$301K 5.93% 1
2022
Q2 		$9.39M Sell
68,707
-1,815
-3% -$275K 5.87% 2
2022
Q1 		$12.3M Buy
70,522
+79
+0.1% +$13.3K 7.54% 1
2021
Q4 		$12.5M Sell
70,443
-525
-0.7% -$83K 7.93% 1
2021
Q3 		$10M Buy
70,968
+2,581
+4% +$380K 7.23% 1
2021
Q2 		$9.37M Buy
+68,387
New +$8.86M 6.95% 1
2020
Q4 		$18.9M Buy
+142,744
New +$17.2M 11.3% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cerro Pacific Wealth Advisors's AAPL Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Apple (AAPL) stake by 0.17% in Q2 2026, selling an estimated $32.3K and leaving 64,465 shares worth $18.7M. The position accounts for 4.22% of the portfolio, ranked #6.

Cerro Pacific Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 18 quarters since. The position peaked at $18.9M in Q4 2020. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 64,465 shares of Apple worth $18.7M as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 113 Apple shares in Q2 2026, an estimated $32.3K.
  • Apple made up 4.22% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Apple position peaked at $18.9M in Q4 2020.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.