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Fortis Group Advisors’s Apple AAPL Stock Holding History

Fortis Group 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 		$14.1M Sell
48,743
-4,842
-9% -$1.38M 2.25% 6
2026
Q1 		$14.5M Sell
53,585
-3,470
-6% -$903K 2.39% 6
2025
Q4 		$14.9M Buy
57,055
+154
+0.3% +$41.3K 2.49% 5
2025
Q3 		$15.3M Buy
56,901
+1,985
+4% +$448K 2.64% 7
2025
Q2 		$11.4M Sell
54,916
-11,480
-17% -$2.32M 2.07% 8
2025
Q1 		$14.7M Sell
66,396
-1,795
-3% -$416K 2.86% 4
2024
Q4 		$17.1M Sell
68,191
-1,505
-2% -$355K 3.18% 3
2024
Q3 		$16.2M Buy
69,696
+1,339
+2% +$299K 3% 5
2024
Q2 		$14.4M Sell
68,357
-4,174
-6% -$778K 2.86% 6
2024
Q1 		$12.4M Buy
72,531
+9,372
+15% +$1.7M 2.29% 9
2023
Q4 		$10.6M Buy
63,159
+4,078
+7% +$753K 2.63% 6
2023
Q3 		$9.77M Buy
59,081
+4,269
+8% +$783K 2.99% 6
2023
Q2 		$10.6M Sell
54,812
-191
-0.3% -$33.3K 2.82% 5
2023
Q1 		$9.33M Buy
+55,003
New +$8.12M 2.82% 9
2020
Q3 		$14.5M Buy
+125,024
New +$13.6M 2.81% 10

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 Group Advisors's AAPL Position: Q2 2026 in Review

Fortis Group Advisors reduced its Apple (AAPL) stake by 9% in Q2 2026, selling an estimated $1.38M and leaving 48,743 shares worth $14.1M. The position accounts for 2.25% of the portfolio, ranked #6.

Fortis Group Advisors first reported a position in AAPL in Q3 2020 and has held it in 15 quarters since. The position peaked at $17.1M in Q4 2024. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fortis Group Advisors held 48,743 shares of Apple worth $14.1M as of Q2 2026.
  • Fortis Group Advisors sold 4,842 Apple shares in Q2 2026, an estimated $1.38M.
  • Apple made up 2.25% of Fortis Group Advisors's portfolio in Q2 2026, its #6 holding.
  • Fortis Group Advisors first reported a position in Apple in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Apple position peaked at $17.1M in Q4 2024.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.