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GGM Wealth Advisors’s Apple AAPL Stock Holding History

GGM 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
2025
Q1 		$3.1M Buy
14,738
+26
+0.2% +$6.02K 1.72% 12
2024
Q4 		$3.68M Sell
14,712
-5,423
-27% -$1.28M 1.93% 11
2024
Q3 		$4.69M Buy
20,135
+1
+0% +$223 2.02% 11
2024
Q2 		$4.24M Sell
20,134
-16,146
-45% -$3.01M 1.94% 11
2024
Q1 		$6.16M Sell
36,280
-2,634
-7% -$479K 2.87% 7
2023
Q4 		$7.49M Buy
38,914
+4,345
+13% +$802K 3.1% 9
2023
Q3 		$5.92M Sell
34,569
-220
-0.6% -$40.3K 2.56% 10
2023
Q2 		$6.54M Sell
34,789
-29
-0.1% -$5.05K 2.65% 12
2023
Q1 		$5.74M Sell
34,818
-106
-0.3% -$15.6K 3.28% 11
2022
Q4 		$4.53M Sell
34,924
-2,427
-6% -$347K 2.33% 14
2022
Q3 		$5.69M Sell
37,351
-6
-0% -$942 3.07% 9
2022
Q2 		$5.45M Buy
37,357
+1,115
+3% +$169K 3.04% 9
2022
Q1 		$6.07M Buy
36,242
+23,770
+191% +$4M 3.04% 9
2021
Q4 		$2.18M Buy
12,472
+210
+2% +$33.2K 1.73% 12
2021
Q3 		$1.82M Buy
12,262
+1,726
+16% +$254K 1.45% 17
2021
Q2 		$1.54M Hold
10,536
– – 1.31% 19
2021
Q1 		$1.39M Buy
10,536
+36
+0.3% +$4.62K 1.11% 22
2020
Q4 		$1.37M Buy
+10,500
New +$1.26M 1.36% 18

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GGM Wealth Advisors's AAPL Position: Q1 2025 in Review

GGM Wealth Advisors increased its Apple (AAPL) stake by 0.18% in Q1 2025, buying an estimated $6.02K and bringing the position to 14,738 shares worth $3.1M. The position accounts for 1.72% of the portfolio, ranked #12.

GGM Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.49M in Q4 2023. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • GGM Wealth Advisors held 14,738 shares of Apple worth $3.1M as of Q1 2025.
  • GGM Wealth Advisors bought 26 Apple shares in Q1 2025, an estimated $6.02K.
  • Apple made up 1.72% of GGM Wealth Advisors's portfolio in Q1 2025, its #12 holding.
  • GGM Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's Apple position peaked at $7.49M in Q4 2023.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.