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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
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 $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 Financial Consulting's AAPL Position: Q1 2026 in Review

Summit Financial Consulting reduced its Apple (AAPL) stake by 5% in Q1 2026, selling an estimated $43.5K and leaving 3,203 shares worth $813K. The position accounts for 0.58% of the portfolio, ranked #21.

Summit Financial Consulting first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $916K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summit Financial Consulting held 3,203 shares of Apple worth $813K as of Q1 2026.
  • Summit Financial Consulting sold 167 Apple shares in Q1 2026, an estimated $43.5K.
  • Apple made up 0.58% of Summit Financial Consulting's portfolio in Q1 2026, its #21 holding.
  • Summit Financial Consulting first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's Apple position peaked at $916K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.