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Summit Financial Consulting’s Apple AAPL Stock Holding History

Summit Financial Consulting’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 		$823K Sell
2,843
-360
-11% -$103K 0.56% 22
2026
Q1 		$813K Sell
3,203
-167
-5% -$43.5K 0.58% 21
2025
Q4 		$916K Sell
3,370
-83
-2% -$22.3K 0.67% 19
2025
Q3 		$879K Buy
3,453
+90
+3% +$20.3K 0.7% 19
2025
Q2 		$690K Sell
3,363
-465
-12% -$93.9K 0.62% 18
2025
Q1 		$850K Buy
+3,828
New +$887K 0.79% 18

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

Summit Financial Consulting's AAPL Position: Q2 2026 in Review

Summit Financial Consulting reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $103K and leaving 2,843 shares worth $823K. The position accounts for 0.56% of the portfolio, ranked #22.

Summit Financial Consulting first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $916K in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Financial Consulting held 2,843 shares of Apple worth $823K as of Q2 2026.
  • Summit Financial Consulting sold 360 Apple shares in Q2 2026, an estimated $103K.
  • Apple made up 0.56% of Summit Financial Consulting's portfolio in Q2 2026, its #22 holding.
  • Summit Financial Consulting first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Consulting's Apple position peaked at $916K in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.