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Fortune Financial Advisors’s Apple AAPL Stock Holding History

Fortune Financial Advisors’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 		$5.79M Buy
20,006
+12
+0.1% +$3.43K 2.48% 6
2026
Q1 		$5.07M Buy
19,994
+5,661
+39% +$1.47M 2.59% 7
2025
Q4 		$3.9M Sell
14,333
-408
-3% -$110K 2.63% 6
2025
Q3 		$3.75M Buy
14,741
+155
+1% +$35K 2.82% 6
2025
Q2 		$2.99M Sell
14,586
-648
-4% -$131K 2.41% 11
2025
Q1 		$3.38M Buy
15,234
+1,112
+8% +$258K 2.92% 6
2024
Q4 		$3.54M Sell
14,122
-179
-1% -$42.2K 3.21% 5
2024
Q3 		$3.33M Sell
14,301
-9,720
-40% -$2.17M 3.02% 4
2024
Q2 		$5.06M Buy
24,021
+80
+0.3% +$14.9K 3.1% 4
2024
Q1 		$4.11M Sell
23,941
-752
-3% -$137K 2.6% 4
2023
Q4 		$4.75M Sell
24,693
-327
-1% -$60.4K 3.32% 4
2023
Q3 		$4.28M Sell
25,020
-282
-1% -$51.7K 3.28% 4
2023
Q2 		$4.91M Buy
+25,302
New +$4.41M 3.68% 4

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fortune Financial Advisors's AAPL Position: Q2 2026 in Review

Fortune Financial Advisors increased its Apple (AAPL) stake by 0.06% in Q2 2026, buying an estimated $3.43K and bringing the position to 20,006 shares worth $5.79M. The position accounts for 2.48% of the portfolio, ranked #6.

Fortune Financial Advisors first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fortune Financial Advisors held 20,006 shares of Apple worth $5.79M as of Q2 2026.
  • Fortune Financial Advisors bought 12 Apple shares in Q2 2026, an estimated $3.43K.
  • Apple made up 2.48% of Fortune Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Fortune Financial Advisors first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.