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Summa Corp’s Apple AAPL Stock Holding History

Summa Corp’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
Q1 		$3.18M Sell
12,542
-207
-2% -$53.9K 1.32% 12
2025
Q4 		$3.47M Sell
12,749
-1
-0% -$268 1.49% 7
2025
Q3 		$3.25M Sell
12,750
-3,902
-23% -$881K 1.43% 8
2025
Q2 		$3.42M Buy
16,652
+6,372
+62% +$1.29M 1.78% 8
2025
Q1 		$2.28M Sell
10,280
-1,211
-11% -$281K 1.32% 11
2024
Q4 		$2.88M Buy
11,491
+14
+0.1% +$3.3K 1.41% 9
2024
Q3 		$2.67M Buy
11,477
+1,411
+14% +$315K 1.28% 10
2024
Q2 		$2.12M Sell
10,066
-198
-2% -$36.9K 1.03% 12
2024
Q1 		$1.76M Buy
10,264
+326
+3% +$59.3K 0.96% 14
2023
Q4 		$1.91M Buy
+9,938
New +$1.83M 1.34% 15

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summa Corp's AAPL Position: Q1 2026 in Review

Summa Corp reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $53.9K and leaving 12,542 shares worth $3.18M. The position accounts for 1.32% of the portfolio, ranked #12.

Summa Corp first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summa Corp held 12,542 shares of Apple worth $3.18M as of Q1 2026.
  • Summa Corp sold 207 Apple shares in Q1 2026, an estimated $53.9K.
  • Apple made up 1.32% of Summa Corp's portfolio in Q1 2026, its #12 holding.
  • Summa Corp first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Summa Corp's Apple position peaked at $3.47M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.