Forte Asset Management’s Apple AAPL Stock Holding History

Forte Asset Management’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	$2.83M	Sell	9,768 -10	-0.1%	-$2.86K	1.16%	35
2026 Q1	$2.48M	Hold	9,778	–	–	1.09%	35
2025 Q4	$2.66M	Buy	9,778 +145	+2%	+$38.9K	1.21%	30
2025 Q3	$2.45M	Sell	9,633 -1,145	-11%	-$259K	1.18%	30
2025 Q2	$2.21M	Sell	10,778 -47	-0.4%	-$9.49K	1.13%	31
2025 Q1	$2.4M	Buy	10,825 +6,094	+129%	+$1.41M	1.21%	28
2024 Q4	$1.18M	Hold	4,731	–	–	0.63%	41
2024 Q3	$1.1M	Sell	4,731 -830	-15%	-$185K	0.59%	42
2024 Q2	$1.17M	Sell	5,561 -830	-13%	-$155K	0.69%	35
2024 Q1	$1.1M	Sell	6,391 -600	-9%	-$109K	0.66%	38
2023 Q4	$1.35M	Hold	6,991	–	–	0.92%	32
2023 Q3	$1.2M	Hold	6,991	–	–	0.8%	32
2023 Q2	$1.36M	Hold	6,991	–	–	0.88%	33
2023 Q1	$1.15M	Buy	6,991 +1,068	+18%	+$158K	0.76%	34
2022 Q4	$770K	Buy	5,923 +600	+11%	+$85.7K	0.5%	45
2022 Q3	$736K	Hold	5,323	–	–	0.49%	45
2022 Q2	$728K	Buy	+5,323	New	+$806K	0.5%	44

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Forte Asset Management's AAPL Position: Q2 2026 in Review

Forte Asset Management reduced its Apple (AAPL) stake by 0.1% in Q2 2026, selling an estimated $2.86K and leaving 9,768 shares worth $2.83M. The position accounts for 1.16% of the portfolio, ranked #35.

Forte Asset Management first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Forte Asset Management held 9,768 shares of Apple worth $2.83M as of Q2 2026.
Forte Asset Management sold 10 Apple shares in Q2 2026, an estimated $2.86K.
Apple made up 1.16% of Forte Asset Management's portfolio in Q2 2026, its #35 holding.
Forte Asset Management first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.