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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
Q2 		$26.7M Buy
92,232
+5,185
+6% +$1.48M 3% 7
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fortis Capital Advisors's AAPL Position: Q2 2026 in Review

Fortis Capital Advisors increased its Apple (AAPL) stake by 6% in Q2 2026, buying an estimated $1.48M and bringing the position to 92,232 shares worth $26.7M. The position accounts for 3% of the portfolio, ranked #7.

Fortis Capital Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fortis Capital Advisors held 92,232 shares of Apple worth $26.7M as of Q2 2026.
  • Fortis Capital Advisors bought 5,185 Apple shares in Q2 2026, an estimated $1.48M.
  • Apple made up 3% of Fortis Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Fortis Capital Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.