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Fortem Financial Group’s Apple AAPL Stock Holding History

Fortem Financial Group’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 		$7.83M Sell
27,062
-49
-0.2% -$14K 1.6% 21
2026
Q1 		$6.88M Buy
27,111
+455
+2% +$118K 1.73% 16
2025
Q4 		$7.25M Sell
26,656
-478
-2% -$128K 1.94% 13
2025
Q3 		$6.91M Sell
27,134
-384
-1% -$86.7K 1.98% 13
2025
Q2 		$5.65M Buy
27,518
+237
+0.9% +$47.9K 1.82% 14
2025
Q1 		$6.06M Sell
27,281
-566
-2% -$131K 2.36% 6
2024
Q4 		$6.97M Buy
27,847
+2,496
+10% +$588K 2.7% 7
2024
Q3 		$5.91M Buy
25,351
+899
+4% +$201K 2.4% 6
2024
Q2 		$5.15M Sell
24,452
-507
-2% -$94.5K 2.21% 11
2024
Q1 		$4.28M Buy
24,959
+755
+3% +$137K 1.88% 12
2023
Q4 		$4.66M Buy
24,204
+315
+1% +$58.2K 2.32% 7
2023
Q3 		$4.09M Buy
23,889
+137
+0.6% +$25.1K 2.4% 6
2023
Q2 		$4.61M Sell
23,752
-1,182
-5% -$206K 2.73% 4
2023
Q1 		$4.11M Sell
24,934
-1,821
-7% -$269K 2.68% 3
2022
Q4 		$3.48M Sell
26,755
-34
-0.1% -$4.86K 2.04% 8
2022
Q3 		$3.7M Buy
26,789
+1,348
+5% +$212K 2.56% 5
2022
Q2 		$3.48M Sell
25,441
-739
-3% -$112K 2.27% 6
2022
Q1 		$4.57M Sell
26,180
-692
-3% -$116K 2% 4
2021
Q4 		$4.77M Sell
26,872
-681
-2% -$108K 2.18% 5
2021
Q3 		$3.9M Sell
27,553
-1,097
-4% -$162K 1.98% 6
2021
Q2 		$3.92M Sell
28,650
-1,002
-3% -$130K 1.99% 5
2021
Q1 		$3.62M Sell
29,652
-1,361
-4% -$175K 2.1% 7
2020
Q4 		$4.12M Buy
31,013
+674
+2% +$81.1K 2.46% 3
2020
Q3 		$3.51M Sell
30,339
-14,725
-33% -$1.61M 2.54% 4
2020
Q2 		$4.11M Buy
45,064
+4,584
+11% +$355K 3.17% 4
2020
Q1 		$2.57M Sell
40,480
-27,476
-40% -$2.02M 2.35% 4
2019
Q4 		$4.99M Sell
67,956
-5,300
-7% -$341K 3.7% 2
2019
Q3 		$4.1M Sell
73,256
-76
-0.1% -$3.97K 3.5% 1
2019
Q2 		$3.63M Sell
73,332
-852
-1% -$41.5K 3.65% 1
2019
Q1 		$3.52M Buy
74,184
+8,152
+12% +$346K 3.66% 1
2018
Q4 		$2.6M Buy
+66,032
New +$3.2M 3.14% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fortem Financial Group's AAPL Position: Q2 2026 in Review

Fortem Financial Group reduced its Apple (AAPL) stake by 0.18% in Q2 2026, selling an estimated $14K and leaving 27,062 shares worth $7.83M. The position accounts for 1.6% of the portfolio, ranked #21.

Fortem Financial Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fortem Financial Group held 27,062 shares of Apple worth $7.83M as of Q2 2026.
  • Fortem Financial Group sold 49 Apple shares in Q2 2026, an estimated $14K.
  • Apple made up 1.6% of Fortem Financial Group's portfolio in Q2 2026, its #21 holding.
  • Fortem Financial Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.