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Fortis Capital Advisors’s Apple AAPL Stock Holding History

Fortis Capital Advisors’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
Q1 		$22.1M Buy
87,047
+16,622
+24% +$4.33M 2.89% 7
2025
Q4 		$19.1M Sell
70,425
-609
-0.9% -$163K 2.83% 8
2025
Q3 		$18.1M Sell
71,034
-1,182
-2% -$267K 2.87% 8
2025
Q2 		$14.8M Sell
72,216
-5,854
-7% -$1.18M 2.65% 10
2025
Q1 		$17.3M Buy
78,070
+3,052
+4% +$707K 3.52% 8
2024
Q4 		$17.2M Sell
75,018
-2,074
-3% -$489K 5.87% 4
2024
Q3 		$18M Buy
77,092
+3,033
+4% +$677K 6.01% 4
2024
Q2 		$15.6M Buy
74,059
+6,750
+10% +$1.26M 5.63% 5
2024
Q1 		$11.5M Buy
67,309
+443
+0.7% +$80.6K 4.86% 5
2023
Q4 		$12.9M Buy
66,866
+4,178
+7% +$771K 6.88% 3
2023
Q3 		$10.7M Sell
62,688
-3,027
-5% -$555K 6.88% 3
2023
Q2 		$12.7M Sell
65,715
-2,765
-4% -$482K 7.48% 3
2023
Q1 		$11.3M Buy
68,480
+1,978
+3% +$292K 6.04% 4
2022
Q4 		$8.64M Buy
+66,502
New +$9.5M 5.14% 4

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortis Capital Advisors's AAPL Position: Q1 2026 in Review

Fortis Capital Advisors increased its Apple (AAPL) stake by 24% in Q1 2026, buying an estimated $4.33M and bringing the position to 87,047 shares worth $22.1M. The position accounts for 2.89% of the portfolio, ranked #7.

Fortis Capital Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fortis Capital Advisors held 87,047 shares of Apple worth $22.1M as of Q1 2026.
  • Fortis Capital Advisors bought 16,622 Apple shares in Q1 2026, an estimated $4.33M.
  • Apple made up 2.89% of Fortis Capital Advisors's portfolio in Q1 2026, its #7 holding.
  • Fortis Capital Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.