FCM
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Fortis Capital Management’s Apple AAPL Stock Holding History

Fortis Capital Management’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 		$21.3M Buy
84,002
+12,333
+17% +$3.21M 2.18% 6
2025
Q4 		$19.5M Buy
71,669
+942
+1% +$253K 2.58% 6
2025
Q3 		$18M Buy
70,727
+4,171
+6% +$942K 2.53% 5
2025
Q2 		$13.7M Buy
66,556
+12,446
+23% +$2.51M 2.13% 5
2025
Q1 		$12M Buy
54,110
+964
+2% +$223K 2.34% 6
2024
Q4 		$13.3M Buy
53,146
+17,646
+50% +$4.16M 2.46% 7
2024
Q3 		$8.27M Buy
35,500
+764
+2% +$171K 1.67% 9
2024
Q2 		$7.32M Buy
34,736
+16,143
+87% +$3.01M 1.56% 10
2024
Q1 		$3.19M Buy
18,593
+2,034
+12% +$370K 0.84% 25
2023
Q4 		$3.19M Buy
16,559
+2,303
+16% +$425K 0.82% 27
2023
Q3 		$2.44M Buy
14,256
+752
+6% +$138K 0.76% 28
2023
Q2 		$2.62M Sell
13,504
-1,419
-10% -$247K 0.93% 19
2023
Q1 		$2.46M Buy
14,923
+152
+1% +$22.4K 1% 21
2022
Q4 		$1.92M Buy
14,771
+1,548
+12% +$221K 1.42% 18
2022
Q3 		$1.83M Sell
13,223
-1,100
-8% -$173K 1.56% 20
2022
Q2 		$1.96M Sell
14,323
-13,139
-48% -$1.99M 1.92% 12
2022
Q1 		$4.79M Buy
27,462
+363
+1% +$61K 2.45% 13
2021
Q4 		$4.81M Buy
27,099
+2,685
+11% +$424K 2.49% 15
2021
Q3 		$3.46M Sell
24,414
-4,809
-16% -$708K 1.84% 8
2021
Q2 		$4M Buy
29,223
+9,234
+46% +$1.2M 2.04% 5
2021
Q1 		$2.44M Buy
19,989
+16,481
+470% +$2.12M 1.41% 11
2020
Q4 		$465K Buy
3,508
+417
+13% +$50.2K 0.35% 60
2020
Q3 		$358K Sell
3,091
-29
-0.9% -$3.16K 0.28% 71
2020
Q2 		$285K Buy
+3,120
New +$242K 0.32% 55
2020
Q1 		– Sell
-3,580
Closed -$263K – 37
2019
Q4 		$263K Buy
+3,580
New +$230K 0.23% 67

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 Management's AAPL Position: Q1 2026 in Review

Fortis Capital Management increased its Apple (AAPL) stake by 17% in Q1 2026, buying an estimated $3.21M and bringing the position to 84,002 shares worth $21.3M. The position accounts for 2.18% of the portfolio, ranked #6.

Fortis Capital Management first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fortis Capital Management held 84,002 shares of Apple worth $21.3M as of Q1 2026.
  • Fortis Capital Management bought 12,333 Apple shares in Q1 2026, an estimated $3.21M.
  • Apple made up 2.18% of Fortis Capital Management's portfolio in Q1 2026, its #6 holding.
  • Fortis Capital Management first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.