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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
Q3 		$1.2M Buy
3,596
+753
+26% +$242K 0.88% 17
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Summit Financial Consulting's AAPL Position: Q3 2026 in Review

Summit Financial Consulting increased its Apple (AAPL) stake by 26% in Q3 2026, buying an estimated $242K and bringing the position to 3,596 shares worth $1.2M. The position accounts for 0.88% of the portfolio, ranked #17.

Summit Financial Consulting first reported a position in AAPL in Q1 2025 and has held it in 7 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Summit Financial Consulting held 3,596 shares of Apple worth $1.2M as of Q3 2026.
  • Summit Financial Consulting bought 753 Apple shares in Q3 2026, an estimated $242K.
  • Apple made up 0.88% of Summit Financial Consulting's portfolio in Q3 2026, its #17 holding.
  • Summit Financial Consulting first reported a position in Apple in Q1 2025 and has held it in 7 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.