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Fortress Financial Group’s Apple AAPL Stock Holding History

Fortress Financial 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 		$1.79M Sell
6,177
-1,754
-22% -$502K 0.89% 22
2026
Q1 		$2.01M Sell
7,931
-1,128
-12% -$294K 1.49% 16
2025
Q4 		$2.46M Sell
9,059
-82
-0.9% -$22K 1.82% 14
2025
Q3 		$2.33M Buy
9,141
+29
+0.3% +$6.55K 1.78% 14
2025
Q2 		$1.86M Buy
9,112
+179
+2% +$36.1K 1.58% 17
2025
Q1 		$1.98M Buy
8,933
+68
+0.8% +$15.8K 1.98% 13
2024
Q4 		$2.22M Buy
+8,865
New +$2.09M 2.21% 13

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

Fortress Financial Group's AAPL Position: Q2 2026 in Review

Fortress Financial Group reduced its Apple (AAPL) stake by 22% in Q2 2026, selling an estimated $502K and leaving 6,177 shares worth $1.79M. The position accounts for 0.89% of the portfolio, ranked #22.

Fortress Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fortress Financial Group held 6,177 shares of Apple worth $1.79M as of Q2 2026.
  • Fortress Financial Group sold 1,754 Apple shares in Q2 2026, an estimated $502K.
  • Apple made up 0.89% of Fortress Financial Group's portfolio in Q2 2026, its #22 holding.
  • Fortress Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's Apple position peaked at $2.46M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.