Fortem Financial Group’s Apple AAPL Stock Holding History
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
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. 6,119 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.
- 6,119 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.