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Summit Asset Management’s Apple AAPL Stock Holding History

Summit Asset Management’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 		$11.1M Buy
43,795
+1,161
+3% +$302K 1.55% 18
2025
Q4 		$11.6M Sell
42,634
-1,352
-3% -$363K 1.64% 18
2025
Q3 		$11.2M Sell
43,986
-858
-2% -$194K 1.72% 18
2025
Q2 		$9.2M Buy
44,844
+52
+0.1% +$10.5K 1.5% 19
2025
Q1 		$9.95M Buy
44,792
+1,041
+2% +$241K 1.72% 17
2024
Q4 		$11M Sell
43,751
-201
-0.5% -$47.4K 1.92% 17
2024
Q3 		$10.2M Sell
43,952
-617
-1% -$138K 1.92% 16
2024
Q2 		$9.39M Buy
44,569
+1,130
+3% +$211K 1.94% 16
2024
Q1 		$7.45M Buy
43,439
+625
+1% +$114K 1.6% 17
2023
Q4 		$8.24M Sell
42,814
-261
-0.6% -$48.2K 1.97% 15
2023
Q3 		$7.37M Sell
43,075
-835
-2% -$153K 2% 14
2023
Q2 		$8.52M Sell
43,910
-626
-1% -$109K 2.24% 14
2023
Q1 		$7.34M Sell
44,536
-63
-0.1% -$9.3K 2.02% 14
2022
Q4 		$5.79M Buy
44,599
+65
+0.1% +$9.29K 1.68% 14
2022
Q3 		$6.16M Buy
44,534
+108
+0.2% +$17K 1.99% 14
2022
Q2 		$6.07M Sell
44,426
-1,607
-3% -$243K 1.88% 15
2022
Q1 		$8.04M Sell
46,033
-1,416
-3% -$238K 2.31% 12
2021
Q4 		$8.43M Buy
47,449
+2,359
+5% +$373K 2.39% 12
2021
Q3 		$6.38M Buy
45,090
+185
+0.4% +$27.2K 2% 12
2021
Q2 		$6.15M Buy
44,905
+270
+0.6% +$35K 1.93% 12
2021
Q1 		$5.45M Buy
44,635
+571
+1% +$73.3K 1.85% 12
2020
Q4 		$5.85M Sell
44,064
-54
-0.1% -$6.5K 2.13% 12
2020
Q3 		$5.11M Sell
44,118
-1,170
-3% -$128K 2.12% 12
2020
Q2 		$4.13M Sell
45,288
-4,520
-9% -$350K 1.88% 12
2020
Q1 		$3.17M Buy
49,808
+2,016
+4% +$148K 1.71% 12
2019
Q4 		$3.51M Sell
47,792
-528
-1% -$34K 1.5% 13
2019
Q3 		$2.71M Buy
48,320
+40
+0.1% +$2.09K 1.26% 14
2019
Q2 		$2.39M Buy
48,280
+1,308
+3% +$63.7K 1.13% 14
2019
Q1 		$2.23M Sell
46,972
-584
-1% -$24.8K 1.1% 14
2018
Q4 		$1.88M Buy
47,556
+2,676
+6% +$130K 1.06% 14
2018
Q3 		$2.53M Buy
44,880
+32
+0.1% +$1.67K 1.17% 14
2018
Q2 		$2.08M Buy
44,848
+2,156
+5% +$97.8K 0.99% 15
2018
Q1 		$1.79M Buy
42,692
+6,548
+18% +$282K 0.86% 21
2017
Q4 		$1.53M Buy
36,144
+5,224
+17% +$218K 0.73% 23
2017
Q3 		$1.19M Buy
30,920
+16
+0.1% +$621 0.6% 26
2017
Q2 		$1.11M Sell
30,904
-784
-2% -$29K 0.59% 28
2017
Q1 		$1.14M Buy
31,688
+40
+0.1% +$1.32K 0.66% 26
2016
Q4 		$916K Sell
31,648
-204
-0.6% -$5.78K 0.57% 29
2016
Q3 		$900K Buy
31,852
+272
+0.9% +$7.2K 0.55% 31
2016
Q2 		$755K Buy
31,580
+848
+3% +$21.1K 0.48% 33
2016
Q1 		$837K Buy
30,732
+6,360
+26% +$158K 0.55% 30
2015
Q4 		$641K Buy
24,372
+888
+4% +$25.4K 0.43% 39
2015
Q3 		$648K Sell
23,484
-1,048
-4% -$30.7K 0.46% 40
2015
Q2 		$769K Buy
24,532
+800
+3% +$25.6K 0.53% 33
2015
Q1 		$738K Buy
23,732
+340
+1% +$10.3K 0.51% 36
2014
Q4 		$646K Buy
23,392
+56
+0.2% +$1.52K 0.47% 37
2014
Q3 		$588K Sell
23,336
-88
-0.4% -$2.16K 0.45% 36
2014
Q2 		$544K Sell
23,424
-2,168
-8% -$46.1K 0.42% 39
2014
Q1 		$491K Sell
25,592
-56
-0.2% -$1.06K 0.39% 40
2013
Q4 		$514K Buy
25,648
+252
+1% +$4.76K 0.41% 37
2013
Q3 		$432K Buy
25,396
+2,408
+10% +$39.9K 0.38% 42
2013
Q2 		$326K Buy
+22,988
New +$354K 0.32% 52

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

Summit Asset Management's AAPL Position: Q1 2026 in Review

Summit Asset Management increased its Apple (AAPL) stake by 2.7% in Q1 2026, buying an estimated $302K and bringing the position to 43,795 shares worth $11.1M. The position accounts for 1.55% of the portfolio, ranked #18.

Summit Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summit Asset Management held 43,795 shares of Apple worth $11.1M as of Q1 2026.
  • Summit Asset Management bought 1,161 Apple shares in Q1 2026, an estimated $302K.
  • Apple made up 1.55% of Summit Asset Management's portfolio in Q1 2026, its #18 holding.
  • Summit Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Summit Asset Management's Apple position peaked at $11.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.