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FORTERIS WEALTH MANAGEMENT INC. → AAPL

FORTERIS WEALTH MANAGEMENT INC. AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5M
Q1 2026$4.5M
Q2 2026$5.1M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M16.5K——
Q2 2026$5.1M17.6K——
Q1 2026$4.5M17.8K——
Q4 2025$5M18.5K——

Other funds holding AAPL

Other FORTERIS WEALTH MANAGEMENT INC. positions

AMAT

APPLIED MATLS INC

$7.5M
CRDO

DIMENSIONAL ETF TRUST

$6.6M
CRDO

DIMENSIONAL ETF TRUST

$6.6M
ETHA

ISHARES TR

$6.4M
ETHA

ISHARES TR

$6.1M
CRDO

DIMENSIONAL ETF TRUST

$6M
CRDO

DIMENSIONAL ETF TRUST

$5.8M
ETHA

ISHARES TR

$4.9M