Fortitude Family Office’s Apple AAPL Stock Holding History

Fortitude Family Office’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	$15.5M	Sell	53,549 -124	-0.2%	-$35.5K	3%	8
2026 Q1	$13.6M	Sell	53,673 -14,990	-22%	-$3.9M	3.04%	7
2025 Q4	$18.7M	Sell	68,663 -1,503	-2%	-$403K	4.34%	4
2025 Q3	$17.9M	Buy	70,166 +804	+1%	+$182K	4.8%	3
2025 Q2	$14.2M	Sell	69,362 -66	-0.1%	-$13.3K	4.67%	3
2025 Q1	$15.4M	Sell	69,428 -85,130	-55%	-$19.7M	5.49%	4
2024 Q4	$38.7M	Buy	154,558 +5,441	+4%	+$1.28M	13.81%	1
2024 Q3	$34.7M	Buy	149,117 +7,883	+6%	+$1.76M	13.75%	1
2024 Q2	$29.7M	Buy	141,234 +1,270	+0.9%	+$237K	16.87%	1
2024 Q1	$24M	Sell	139,964 -6,191	-4%	-$1.13M	16.14%	1
2023 Q4	$28.1M	Buy	+146,155	New	+$27M	20.93%	1

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fortitude Family Office's AAPL Position: Q2 2026 in Review

Fortitude Family Office reduced its Apple (AAPL) stake by 0.23% in Q2 2026, selling an estimated $35.5K and leaving 53,549 shares worth $15.5M. The position accounts for 3% of the portfolio, ranked #8.

Fortitude Family Office first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.7M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fortitude Family Office held 53,549 shares of Apple worth $15.5M as of Q2 2026.
Fortitude Family Office sold 124 Apple shares in Q2 2026, an estimated $35.5K.
Apple made up 3% of Fortitude Family Office's portfolio in Q2 2026, its #8 holding.
Fortitude Family Office first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Apple position peaked at $38.7M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.