SEC 13F Intelligence

Fortis Group Advisors, LLC / AAPL

Fortis Group Advisors, LLC’s Apple Inc Position

Does Fortis Group Advisors, LLC own Apple Inc (AAPL)? Yes53.6K shares worth $14M (+2.39% of its 13F portfolio) as of Q1 2026, down from 57.1K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
53.6K
% of Portfolio
+2.39%
Quarters Held
13
currently held

Position History AAPL

Reported value by quarter
Q3 ’20: $14MQ3 ’20Q1 ’23: $9MQ2 ’23: $11MQ2 ’23Q4 ’23: $10MQ1 ’24: $12MQ1 ’24Q2 ’24: $14MQ3 ’24: $16MQ3 ’24Q4 ’24: $17MQ1 ’25: $15MQ1 ’25Q2 ’25: $11MQ3 ’25: $15MQ3 ’25Q4 ’25: $15MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.6K$14M+2.39%
Q4 202557.1K$15M+2.49%
Q3 202556.9K$15M+2.64%
Q2 202554.9K$11M+2.07%
Q1 202566.4K$15M+2.86%
Q4 202468.2K$17M+3.18%
Q3 202469.7K$16M+3.00%
Q2 202468.4K$14M+2.86%
Q1 202472.5K$12M+2.29%
Q4 202359.1K$10M+2.99%
Q2 202354.8K$11M+2.82%
Q1 202355.0K$9M+2.82%
Q3 2020125.0K$14M+2.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortis Group Advisors, LLC’s full portfolio or all institutional holders of AAPL.