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Summit Wealth Group, LLC/OK’s Apple AAPL Stock Holding History

Summit Wealth Group, LLC/OK’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.38M Sell
7,143
-1,313
-16% -$422K 4.03% 8
2026
Q2 		$2.45M Hold
8,456
– – 3.18% 10
2026
Q1 		$2.15M Sell
8,456
-1,107
-12% -$288K 3% 10
2025
Q4 		$2.6M Buy
+9,563
New +$2.57M 2.68% 11

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Wealth Group, LLC/OK's AAPL Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Apple (AAPL) stake by 16% in Q3 2026, selling an estimated $422K and leaving 7,143 shares worth $2.38M. The position accounts for 4.03% of the portfolio, ranked #8.

Summit Wealth Group, LLC/OK first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q4 2025. 4,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 7,143 shares of Apple worth $2.38M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 1,313 Apple shares in Q3 2026, an estimated $422K.
  • Apple made up 4.03% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #8 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Apple position peaked at $2.6M in Q4 2025.
  • 4,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.