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 Q3	$2.85M	Sell	8,555 -1,213	-12%	-$390K	1.15%	36
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Forte Asset Management's AAPL Position: Q3 2026 in Review

Forte Asset Management reduced its Apple (AAPL) stake by 12% in Q3 2026, selling an estimated $390K and leaving 8,555 shares worth $2.85M. The position accounts for 1.15% of the portfolio, ranked #36.

Forte Asset Management first reported a position in AAPL in Q2 2022 and has held it in 18 quarters since. 4,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Forte Asset Management held 8,555 shares of Apple worth $2.85M as of Q3 2026.
Forte Asset Management sold 1,213 Apple shares in Q3 2026, an estimated $390K.
Apple made up 1.15% of Forte Asset Management's portfolio in Q3 2026, its #36 holding.
Forte Asset Management first reported a position in Apple in Q2 2022 and has held it in 18 quarters since.
4,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.