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Fortress Financial Solutions’s Apple AAPL Stock Holding History

Fortress Financial Solutions’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 		$4.27M Sell
16,827
-407
-2% -$106K 4.46% 7
2025
Q4 		$4.69M Sell
17,234
-415
-2% -$111K 4.79% 6
2025
Q3 		$4.49M Sell
17,649
-88
-0.5% -$19.9K 4.9% 6
2025
Q2 		$3.64M Buy
17,737
+315
+2% +$63.6K 4.57% 7
2025
Q1 		$3.87M Buy
17,422
+724
+4% +$168K 5.6% 5
2024
Q4 		$4.18M Buy
+16,698
New +$3.94M 5.96% 3

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

Fortress Financial Solutions's AAPL Position: Q1 2026 in Review

Fortress Financial Solutions reduced its Apple (AAPL) stake by 2.4% in Q1 2026, selling an estimated $106K and leaving 16,827 shares worth $4.27M. The position accounts for 4.46% of the portfolio, ranked #7.

Fortress Financial Solutions first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.69M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fortress Financial Solutions held 16,827 shares of Apple worth $4.27M as of Q1 2026.
  • Fortress Financial Solutions sold 407 Apple shares in Q1 2026, an estimated $106K.
  • Apple made up 4.46% of Fortress Financial Solutions's portfolio in Q1 2026, its #7 holding.
  • Fortress Financial Solutions first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's Apple position peaked at $4.69M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.