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Guerra Advisors’s Apple AAPL Stock Holding History

Guerra 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
Q3 		$8.58M Buy
33,681
+10,733
+47% +$2.42M 3.17% 6
2025
Q2 		$4.71M Buy
22,948
+4,038
+21% +$815K 2.23% 15
2025
Q1 		$4.2M Buy
18,910
+2,590
+16% +$600K 2.35% 13
2024
Q4 		$4.09M Buy
+16,320
New +$3.85M 2.27% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guerra Advisors's AAPL Position: Q3 2025 in Review

Guerra Advisors increased its Apple (AAPL) stake by 47% in Q3 2025, buying an estimated $2.42M and bringing the position to 33,681 shares worth $8.58M. The position accounts for 3.17% of the portfolio, ranked #6.

Guerra Advisors first reported a position in AAPL in Q4 2024 and has held it in 4 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Guerra Advisors held 33,681 shares of Apple worth $8.58M as of Q3 2025.
  • Guerra Advisors bought 10,733 Apple shares in Q3 2025, an estimated $2.42M.
  • Apple made up 3.17% of Guerra Advisors's portfolio in Q3 2025, its #6 holding.
  • Guerra Advisors first reported a position in Apple in Q4 2024 and has held it in 4 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.