PAWA
AAPL icon

Palo Alto Wealth Advisors’s Apple AAPL Stock Holding History

Palo Alto 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
Q3 		$8.95M Sell
32,493
-826
-2% -$187K 2.61% 8
2025
Q2 		$6.84M Buy
33,319
+2,316
+7% +$468K 2.59% 11
2025
Q1 		$6.61M Sell
31,003
-3,409
-10% -$790K 2.58% 11
2024
Q4 		$8.62M Buy
34,412
+276
+0.8% +$65K 3.02% 8
2024
Q3 		$8.07M Buy
34,136
+14,337
+72% +$3.2M 3.34% 7
2024
Q2 		$4.17M Sell
19,799
-656
-3% -$122K 2.88% 11
2024
Q1 		$3.51M Buy
20,455
+26
+0.1% +$4.73K 2.47% 11
2023
Q4 		$3.93M Sell
20,429
-1,028
-5% -$190K 2.97% 11
2023
Q3 		$3.67M Buy
21,457
+310
+1% +$56.8K 3.07% 12
2023
Q2 		$4.1M Sell
21,147
-1
-0% -$174 3.27% 11
2023
Q1 		$3.49M Sell
21,148
-1,133
-5% -$167K 2.79% 13
2022
Q4 		$2.9M Buy
+22,281
New +$3.18M 2.47% 14

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

Palo Alto Wealth Advisors's AAPL Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its Apple (AAPL) stake by 2.5% in Q3 2025, selling an estimated $187K and leaving 32,493 shares worth $8.95M. The position accounts for 2.61% of the portfolio, ranked #8.

Palo Alto Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 12 quarters since. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Palo Alto Wealth Advisors held 32,493 shares of Apple worth $8.95M as of Q3 2025.
  • Palo Alto Wealth Advisors sold 826 Apple shares in Q3 2025, an estimated $187K.
  • Apple made up 2.61% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #8 holding.
  • Palo Alto Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 12 quarters since.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.