Fortis Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Sell |
6,474
-86
| -1% | -$22.4K | 0.82% | 32 |
|
|
2025
Q4 | $1.78M | Sell |
6,560
-214
| -3% | -$57.4K | 0.97% | 28 |
|
|
2025
Q3 | $1.72M | Sell |
6,774
-322
| -5% | -$72.7K | 0.97% | 26 |
|
|
2025
Q2 | $1.46M | Sell |
7,096
-61
| -0.9% | -$12.3K | 0.93% | 24 |
|
|
2025
Q1 | $1.59M | Buy |
7,157
+134
| +2% | +$31K | 1.04% | 24 |
|
|
2024
Q4 | $1.76M | Buy |
7,023
+18
| +0.3% | +$4.24K | 1.15% | 25 |
|
|
2024
Q3 | $1.63M | Buy |
7,005
+4
| +0.1% | +$893 | 1.06% | 24 |
|
|
2024
Q2 | $1.47M | Sell |
7,001
-19
| -0.3% | -$3.54K | 1.04% | 25 |
|
|
2024
Q1 | $1.2M | Sell |
7,020
-27
| -0.4% | -$4.91K | 0.81% | 29 |
|
|
2023
Q4 | $1.36M | Hold |
7,047
| – | – | 0.97% | 26 |
|
|
2023
Q3 | $1.21M | Hold |
7,047
| – | – | 0.91% | 26 |
|
|
2023
Q2 | $1.37M | Sell |
7,047
-1,127
| -14% | -$196K | 0.98% | 21 |
|
|
2023
Q1 | $1.35M | Sell |
8,174
-750
| -8% | -$111K | 0.88% | 22 |
|
|
2022
Q4 | $1.16M | Buy |
8,924
+1
| +0% | +$143 | 0.88% | 22 |
|
|
2022
Q3 | $1.23M | Sell |
8,923
-200
| -2% | -$31.4K | 0.88% | 23 |
|
|
2022
Q2 | $1.25M | Sell |
9,123
-127
| -1% | -$19.2K | 0.83% | 24 |
|
|
2022
Q1 | $1.61M | Hold |
9,250
| – | – | 0.89% | 25 |
|
|
2021
Q4 | $1.64M | Sell |
9,250
-260
| -3% | -$41.1K | 0.95% | 23 |
|
|
2021
Q3 | $1.35M | Sell |
9,510
-4,083
| -30% | -$601K | 0.82% | 27 |
|
|
2021
Q2 | $1.86M | Buy |
13,593
+3,600
| +36% | +$466K | 1.08% | 26 |
|
|
2021
Q1 | $1.22M | Sell |
9,993
-668
| -6% | -$85.7K | 0.87% | 27 |
|
|
2020
Q4 | $1.42M | Sell |
10,661
-1,399
| -12% | -$168K | 1.25% | 21 |
|
|
2020
Q3 | $1.4M | Sell |
12,060
-2,000
| -14% | -$218K | 1.3% | 21 |
|
|
2020
Q2 | $1.28M | Sell |
14,060
-2,176
| -13% | -$169K | 1.27% | 19 |
|
|
2020
Q1 | $1.03M | Sell |
16,236
-3,108
| -16% | -$229K | 0.69% | 25 |
|
|
2019
Q4 | $1.42M | Sell |
19,344
-16
| -0.1% | -$1.03K | 0.86% | 23 |
|
|
2019
Q3 | $1.09M | Sell |
19,360
-2,440
| -11% | -$128K | 0.51% | 25 |
|
|
2019
Q2 | $1.08M | Buy |
21,800
+220
| +1% | +$10.7K | 0.52% | 24 |
|
|
2019
Q1 | $1.02M | Buy |
21,580
+88
| +0.4% | +$3.73K | 0.54% | 25 |
|
|
2018
Q4 | $848K | Buy |
21,492
+4
| +0% | +$194 | 0.51% | 26 |
|
|
2018
Q3 | $1.21M | Buy |
21,488
+4
| +0% | +$208 | 0.68% | 26 |
|
|
2018
Q2 | $995K | Buy |
21,484
+2,992
| +16% | +$136K | 0.57% | 26 |
|
|
2018
Q1 | $777K | Sell |
18,492
-11,204
| -38% | -$482K | 0.43% | 29 |
|
|
2017
Q4 | $1.26M | Buy |
29,696
+3,912
| +15% | +$163K | 0.77% | 17 |
|
|
2017
Q3 | $994K | Sell |
25,784
-1,516
| -6% | -$58.8K | 0.69% | 18 |
|
|
2017
Q2 | $982K | Buy |
27,300
+104
| +0.4% | +$3.85K | 0.76% | 17 |
|
|
2017
Q1 | $976K | Buy |
27,196
+1,116
| +4% | +$36.7K | 0.89% | 17 |
|
|
2016
Q4 | $755K | Buy |
+26,080
| New | +$739K | 0.81% | 13 |
|
Other funds holding AAPL
VCM
VPM
Fortis Advisors's AAPL Position: Q1 2026 in Review
Fortis Advisors reduced its Apple (AAPL) stake by 1.3% in Q1 2026, selling an estimated $22.4K and leaving 6,474 shares worth $1.64M. The position accounts for 0.82% of the portfolio, ranked #32.
Fortis Advisors first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.86M in Q2 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Fortis Advisors held 6,474 shares of Apple worth $1.64M as of Q1 2026.
- Fortis Advisors sold 86 Apple shares in Q1 2026, an estimated $22.4K.
- Apple made up 0.82% of Fortis Advisors's portfolio in Q1 2026, its #32 holding.
- Fortis Advisors first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Fortis Advisors's Apple position peaked at $1.86M in Q2 2021.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.