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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
Q2 		$3.49M Sell
12,060
-482
-4% -$138K 1.1% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summa Corp's AAPL Position: Q2 2026 in Review

Summa Corp reduced its Apple (AAPL) stake by 3.8% in Q2 2026, selling an estimated $138K and leaving 12,060 shares worth $3.49M. The position accounts for 1.1% of the portfolio, ranked #15.

Summa Corp first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summa Corp held 12,060 shares of Apple worth $3.49M as of Q2 2026.
  • Summa Corp sold 482 Apple shares in Q2 2026, an estimated $138K.
  • Apple made up 1.1% of Summa Corp's portfolio in Q2 2026, its #15 holding.
  • Summa Corp first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.