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Fortitude Advisory Group’s Apple AAPL Stock Holding History

Fortitude Advisory Group’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 		$7.26M Buy
25,099
+1
+0% +$286 2.77% 5
2026
Q1 		$6.37M Sell
25,098
-694
-3% -$181K 2.87% 4
2025
Q4 		$7.01M Sell
25,792
-1,418
-5% -$381K 2.97% 5
2025
Q3 		$6.93M Sell
27,210
-1,735
-6% -$392K 3.72% 3
2025
Q2 		$5.94M Sell
28,945
-659
-2% -$133K 3.39% 5
2025
Q1 		$5.75M Sell
29,604
-163
-0.5% -$37.8K 4.13% 3
2024
Q4 		$7.45M Sell
29,767
-2,350
-7% -$554K 4.49% 3
2024
Q3 		$7.48M Sell
32,117
-1,334
-4% -$298K 4.72% 3
2024
Q2 		$7.05M Sell
33,451
-26,302
-44% -$4.9M 4.21% 4
2024
Q1 		$10.2M Sell
59,753
-10,132
-14% -$1.84M 5.79% 4
2023
Q4 		$13.5M Sell
69,885
-312
-0.4% -$57.6K 8.17% 2
2023
Q3 		$12M Buy
70,197
+637
+0.9% +$117K 8.13% 2
2023
Q2 		$13.5M Sell
69,560
-2,399
-3% -$418K 9.91% 1
2023
Q1 		$11.9M Buy
71,959
+723
+1% +$107K 9.19% 1
2022
Q4 		$9.26M Buy
71,236
+2,024
+3% +$289K 7.88% 1
2022
Q3 		$9.56M Buy
69,212
+1,623
+2% +$255K 9.08% 1
2022
Q2 		$9.24M Sell
67,589
-262
-0.4% -$39.7K 8.45% 1
2022
Q1 		$11.8M Sell
67,851
-2,229
-3% -$375K 6.3% 1
2021
Q4 		$12.4M Buy
+70,080
New +$11.1M 6.26% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fortitude Advisory Group's AAPL Position: Q2 2026 in Review

Fortitude Advisory Group increased its Apple (AAPL) stake by 0% in Q2 2026, buying an estimated $286 and bringing the position to 25,099 shares worth $7.26M. The position accounts for 2.77% of the portfolio, ranked #5.

Fortitude Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q2 2023. 2,598 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fortitude Advisory Group held 25,099 shares of Apple worth $7.26M as of Q2 2026.
  • Fortitude Advisory Group bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 2.77% of Fortitude Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Fortitude Advisory Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Apple position peaked at $13.5M in Q2 2023.
  • 2,598 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.