Fermata Advisors, LLC’s Apple Inc Position
Does Fermata Advisors, LLC own Apple Inc (AAPL)? Yes — 62.5K shares worth $18M (+3.66% of its 13F portfolio) as of Q2 2026, up from 61.4K shares the prior filed quarter.
Position Value
$18M
Q2 2026
Shares
62.5K
% of Portfolio
+3.66%
Quarters Held
22
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 62.5K | $18M | +3.66% |
| Q1 2026 | 61.4K | $16M | +3.51% |
| Q4 2025 | 55.4K | $15M | +3.61% |
| Q3 2025 | 53.6K | $14M | +3.46% |
| Q2 2025 | 57.0K | $12M | +3.12% |
| Q1 2025 | 75.6K | $17M | +3.04% |
| Q4 2024 | 65.5K | $16M | +3.06% |
| Q3 2024 | 69.5K | $16M | +3.29% |
| Q2 2024 | 68.1K | $14M | +3.29% |
| Q1 2024 | 71.5K | $12M | +2.76% |
| Q4 2023 | 78.8K | $15M | +3.62% |
| Q3 2023 | 81.2K | $14M | +3.91% |
| Q2 2023 | 10.9K | $2M | +1.91% |
| Q1 2023 | 72.9K | $12M | +7.26% |
| Q4 2022 | 74.5K | $10M | +2.87% |
| Q3 2022 | 72.7K | $10M | +3.27% |
| Q2 2022 | 73.3K | $10M | +3.50% |
| Q1 2022 | 32.3K | $6M | +2.11% |
| Q4 2021 | 32.5K | $6M | +2.11% |
| Q3 2021 | 32.0K | $5M | +2.00% |
| Q2 2021 | 18.4K | $3M | +1.47% |
| Q1 2021 | 15.2K | $2M | +1.56% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fermata Advisors, LLC’s full portfolio or all institutional holders of AAPL.