SEC 13F Intelligence

Fortune Financial Advisors, LLC / AAPL

Fortune Financial Advisors, LLC’s Apple Inc Position

Does Fortune Financial Advisors, LLC own Apple Inc (AAPL)? Yes — 20.0K shares worth $5M (+2.59% of its 13F portfolio) as of Q1 2026, up from 14.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
20.0K
% of Portfolio
+2.59%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q2 ’23: $5MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.0K$5M+2.59%
Q4 202514.3K$4M+2.63%
Q3 202514.7K$4M+2.82%
Q2 202514.6K$3M+2.41%
Q1 202515.2K$3M+2.92%
Q4 202414.1K$4M+3.21%
Q3 202414.3K$3M+3.02%
Q2 202424.0K$5M+3.10%
Q1 202423.9K$4M+2.60%
Q4 202324.7K$5M+3.32%
Q3 202325.0K$4M+3.28%
Q2 202325.3K$5M+3.68%

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