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Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

AAPL holding history

Apple Inc. in every 13F filed by Cerro Pacific Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
64,465
Value
$18.7M
% of portfolio
4.2%
Quarters held
17
Since Q2 2021
Holdings of AAPL by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202664,465$18.7M4.2%−113−0.2%ReducedHolders
Q1 202664,578$16.4M4.3%−629−1.0%ReducedHolders
Q4 202565,207$17.7M4.8%−1,364−2.0%ReducedHolders
Q3 202566,571$17.0M4.6%−4,298−6.1%ReducedHolders
Q2 202570,869$14.5M4.0%−727−1.0%ReducedHolders
Q1 202571,596$17.9M5.8%−394−0.5%ReducedHolders
Q4 202471,990$16.8M5.6%+341+0.5%AddedHolders
Q3 202471,649$15.1M5.7%+6,550+10.1%AddedHolders
Q2 202465,099$13.7M5.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202368,525$11.3M6.3%−2,113−3.0%ReducedHolders
Q4 202270,638$9.18M4.9%+130.0%AddedHolders
Q3 202270,625$9.76M5.9%+1,918+2.8%AddedHolders
Q2 202268,707$9.39M5.9%−1,815−2.6%ReducedHolders
Q1 202270,522$12.3M7.5%+79+0.1%AddedHolders
Q4 202170,443$12.5M7.9%−525−0.7%ReducedHolders
Q3 202170,968$10.0M7.2%+2,581+3.8%AddedHolders
Q2 202168,387$9.37M7.0%–No prior filingHolders