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Apple shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 73k 171.48
2023-12-31 $10M 63k 164.90
2023-09-30 $9.7M 59k 164.90
2023-06-30 $11M 55k 193.97
2023-03-31 $9.3M 55k 169.68
2020-09-30 $15M 125k 115.76

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Susquehanna International
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company

View all funds holding Apple