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Fermata Advisors’s Apple AAPL Stock Holding History

Fermata 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
Q2 		$18.1M Buy
62,480
+1,089
+2% +$311K 3.66% 1
2026
Q1 		$15.6M Buy
61,391
+6,021
+11% +$1.57M 3.51% 1
2025
Q4 		$15.1M Buy
55,370
+1,800
+3% +$483K 3.61% 1
2025
Q3 		$13.6M Sell
53,570
-3,418
-6% -$772K 3.46% 1
2025
Q2 		$11.7M Sell
56,988
-18,601
-25% -$3.76M 3.12% 3
2025
Q1 		$16.8M Buy
75,589
+10,102
+15% +$2.34M 3.04% 6
2024
Q4 		$16.4M Sell
65,487
-3,998
-6% -$942K 3.06% 6
2024
Q3 		$16.2M Buy
69,485
+1,400
+2% +$313K 3.29% 6
2024
Q2 		$14.3M Sell
68,085
-3,445
-5% -$642K 3.29% 7
2024
Q1 		$12.3M Sell
71,530
-7,286
-9% -$1.32M 2.76% 7
2023
Q4 		$15.2M Sell
78,816
-2,358
-3% -$435K 3.62% 3
2023
Q3 		$13.9M Buy
81,174
+70,308
+647% +$12.9M 3.91% 3
2023
Q2 		$2.11M Sell
10,866
-62,001
-85% -$10.8M 1.91% 20
2023
Q1 		$12M Sell
72,867
-1,672
-2% -$247K 7.26% 1
2022
Q4 		$9.69M Buy
74,539
+1,859
+3% +$266K 2.87% 6
2022
Q3 		$10M Sell
72,680
-637
-0.9% -$100K 3.27% 6
2022
Q2 		$10M Buy
73,317
+41,045
+127% +$6.22M 3.5% 5
2022
Q1 		$5.64M Sell
32,272
-210
-0.6% -$35.3K 2.11% 12
2021
Q4 		$5.77M Buy
32,482
+511
+2% +$80.8K 2.11% 13
2021
Q3 		$4.53M Buy
31,971
+13,567
+74% +$2M 2% 15
2021
Q2 		$2.52M Buy
18,404
+3,243
+21% +$420K 1.47% 15
2021
Q1 		$1.85M Buy
+15,161
New +$1.95M 1.56% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fermata Advisors's AAPL Position: Q2 2026 in Review

Fermata Advisors increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $311K and bringing the position to 62,480 shares worth $18.1M. The position accounts for 3.66% of the portfolio, ranked #1.

Fermata Advisors first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fermata Advisors held 62,480 shares of Apple worth $18.1M as of Q2 2026.
  • Fermata Advisors bought 1,089 Apple shares in Q2 2026, an estimated $311K.
  • Apple made up 3.66% of Fermata Advisors's portfolio in Q2 2026, its #1 holding.
  • Fermata Advisors first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.