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Fortress Wealth Management’s Apple AAPL Stock Holding History

Fortress Wealth Management’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
2025
Q3 		$1.61M Buy
6,340
+77
+1% +$17.4K 0.72% 29
2025
Q2 		$1.29M Hold
6,263
– – 0.62% 32
2025
Q1 		$1.39M Sell
6,263
-6,277
-50% -$1.45M 0.72% 27
2024
Q4 		$3.14M Sell
12,540
-121
-1% -$28.5K 1.52% 18
2024
Q3 		$2.95M Sell
12,661
-400
-3% -$89.3K 1.47% 17
2024
Q2 		$2.75M Sell
13,061
-18
-0.1% -$3.36K 1.41% 20
2024
Q1 		$2.24M Sell
13,079
-74
-0.6% -$13.5K 1.16% 24
2023
Q4 		$2.53M Sell
13,153
-389
-3% -$71.8K 1.38% 22
2023
Q3 		$2.32M Buy
13,542
+534
+4% +$97.9K 1.5% 19
2023
Q2 		$2.52M Hold
13,008
– – 1.63% 18
2023
Q1 		$2.15M Hold
13,008
– – 1.5% 21
2022
Q4 		$1.69M Hold
13,008
– – 1.41% 25
2022
Q3 		$1.8M Buy
13,008
+1,996
+18% +$313K 1.83% 18
2022
Q2 		$1.51M Sell
11,012
-3,401
-24% -$515K 1.41% 25
2022
Q1 		$2.52M Hold
14,413
– – 1.93% 18
2021
Q4 		$2.56M Buy
+14,413
New +$2.28M 1.93% 18

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortress Wealth Management's AAPL Position: Q3 2025 in Review

Fortress Wealth Management increased its Apple (AAPL) stake by 1.2% in Q3 2025, buying an estimated $17.4K and bringing the position to 6,340 shares worth $1.61M. The position accounts for 0.72% of the portfolio, ranked #29.

Fortress Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.14M in Q4 2024. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Fortress Wealth Management held 6,340 shares of Apple worth $1.61M as of Q3 2025.
  • Fortress Wealth Management bought 77 Apple shares in Q3 2025, an estimated $17.4K.
  • Apple made up 0.72% of Fortress Wealth Management's portfolio in Q3 2025, its #29 holding.
  • Fortress Wealth Management first reported a position in Apple in Q4 2021 and has held it in 16 quarters since.
  • Fortress Wealth Management's Apple position peaked at $3.14M in Q4 2024.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.