Guerra Pan Advisors’s Apple AAPL Stock Holding History

Guerra Pan 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 Q1	$4.32M	Buy	17,022 +707	+4%	+$184K	2.67%	11
2025 Q4	$4.44M	Buy	16,315 +91	+0.6%	+$24.4K	2.63%	12
2025 Q3	$4.13M	Sell	16,224 -33	-0.2%	-$7.46K	2.5%	13
2025 Q2	$3.34M	Sell	16,257 -634	-4%	-$128K	2.2%	13
2025 Q1	$3.75M	Sell	16,891 -20	-0.1%	-$4.63K	2.94%	9
2024 Q4	$4.23M	Sell	16,911 -175	-1%	-$41.2K	3.07%	7
2024 Q3	$3.98M	Hold	17,086	–	–	3.18%	6
2024 Q2	$3.6M	Sell	17,086 -28	-0.2%	-$5.22K	3.01%	8
2024 Q1	$2.93M	Sell	17,114 -9,611	-36%	-$1.75M	2.71%	9
2023 Q4	$5.15M	Sell	26,725 -137	-0.5%	-$25.3K	4.91%	2
2023 Q3	$4.6M	Sell	26,862 -285	-1%	-$52.3K	5.31%	2
2023 Q2	$5.27M	Sell	27,147 -94	-0.3%	-$16.4K	5.85%	2
2023 Q1	$4.49M	Hold	27,241	–	–	5.63%	2
2022 Q4	$3.54M	Sell	27,241 -1,258	-4%	-$180K	4.84%	3
2022 Q3	$3.99M	Hold	28,499	–	–	5.82%	2
2022 Q2	$4.63M	Buy	28,499 +70	+0.2%	+$10.6K	5.74%	2
2022 Q1	$4.45M	Sell	28,429 -67	-0.2%	-$11.3K	5.37%	2
2021 Q4	$5.06M	Buy	+28,496	New	+$4.5M	5.01%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guerra Pan Advisors's AAPL Position: Q1 2026 in Review

Guerra Pan Advisors increased its Apple (AAPL) stake by 4.3% in Q1 2026, buying an estimated $184K and bringing the position to 17,022 shares worth $4.32M. The position accounts for 2.67% of the portfolio, ranked #11.

Guerra Pan Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.27M in Q2 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Guerra Pan Advisors held 17,022 shares of Apple worth $4.32M as of Q1 2026.
Guerra Pan Advisors bought 707 Apple shares in Q1 2026, an estimated $184K.
Apple made up 2.67% of Guerra Pan Advisors's portfolio in Q1 2026, its #11 holding.
Guerra Pan Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Apple position peaked at $5.27M in Q2 2023.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.