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Summit Financial Strategies’s Apple AAPL Stock Holding History

Summit Financial Strategies’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 		$20.1M Sell
69,451
-673
-1% -$193K 1.41% 17
2026
Q1 		$17.8M Buy
70,124
+1,212
+2% +$315K 1.4% 17
2025
Q4 		$18.7M Buy
68,912
+536
+0.8% +$144K 1.54% 16
2025
Q3 		$17.4M Sell
68,376
-1,091
-2% -$246K 1.49% 16
2025
Q2 		$14.3M Sell
69,467
-196
-0.3% -$39.6K 1.32% 16
2025
Q1 		$15.5M Sell
69,663
-146
-0.2% -$33.8K 1.56% 16
2024
Q4 		$17.5M Sell
69,809
-442
-0.6% -$104K 1.93% 14
2024
Q3 		$16.4M Sell
70,251
-545
-0.8% -$122K 1.84% 14
2024
Q2 		$14.9M Sell
70,796
-343
-0.5% -$64K 1.85% 14
2024
Q1 		$12.2M Buy
71,139
+576
+0.8% +$105K 1.7% 15
2023
Q4 		$13.6M Sell
70,563
-601
-0.8% -$111K 2.08% 12
2023
Q3 		$12.2M Buy
71,164
+6,319
+10% +$1.16M 2.32% 11
2023
Q2 		$12.6M Buy
64,845
+732
+1% +$128K 2.35% 10
2023
Q1 		$10.6M Sell
64,113
-410
-0.6% -$60.5K 2.08% 11
2022
Q4 		$8.38M Sell
64,523
-2,621
-4% -$375K 1.81% 11
2022
Q3 		$9.28M Buy
67,144
+5,482
+9% +$860K 2.2% 11
2022
Q2 		$8.43M Buy
61,662
+100
+0.2% +$15.1K 1.97% 13
2022
Q1 		$10.7M Buy
61,562
+340
+0.6% +$57.2K 2.16% 13
2021
Q4 		$10.9M Buy
61,222
+5,733
+10% +$906K 2.1% 13
2021
Q3 		$7.85M Buy
55,489
+132
+0.2% +$19.4K 1.5% 15
2021
Q2 		$7.58M Buy
55,357
+24,754
+81% +$3.21M 1.5% 14
2021
Q1 		$3.74M Buy
30,603
+811
+3% +$104K 1.34% 13
2020
Q4 		$3.95M Sell
29,792
-105
-0.4% -$12.6K 1.36% 14
2020
Q3 		$3.46M Buy
29,897
+1,097
+4% +$120K 1.41% 14
2020
Q2 		$2.63M Sell
28,800
-724
-2% -$56.1K 1.17% 13
2020
Q1 		$1.88M Sell
29,524
-612
-2% -$45K 1.02% 13
2019
Q4 		$2.21M Buy
30,136
+5,512
+22% +$355K 1.08% 12
2019
Q3 		$1.38M Buy
+24,624
New +$1.29M 0.66% 14
2019
Q2 		– Sell
-25,840
Closed -$1.23M – 59
2019
Q1 		$1.23M Sell
25,840
-1,060
-4% -$45K 0.62% 13
2018
Q4 		$1.06M Sell
26,900
-3,364
-11% -$163K 0.6% 16
2018
Q3 		$1.71M Buy
30,264
+4,468
+17% +$233K 0.78% 13
2018
Q2 		$1.19M Sell
25,796
-180
-0.7% -$8.16K 0.58% 15
2018
Q1 		$1.09M Buy
25,976
+140
+0.5% +$6.03K 0.56% 16
2017
Q4 		$1.09M Sell
25,836
-1,652
-6% -$69K 0.57% 16
2017
Q3 		$1.06M Buy
27,488
+124
+0.5% +$4.81K 0.61% 15
2017
Q2 		$985K Sell
27,364
-2,580
-9% -$95.4K 0.59% 16
2017
Q1 		$1.07M Buy
29,944
+5,036
+20% +$166K 0.79% 12
2016
Q4 		$721K Sell
24,908
-1,200
-5% -$34K 0.49% 17
2016
Q3 		$738K Sell
26,108
-24
-0.1% -$635 0.52% 17
2016
Q2 		$625K Buy
26,132
+76
+0.3% +$1.89K 0.46% 18
2016
Q1 		$710K Sell
26,056
-1,960
-7% -$48.8K 0.52% 18
2015
Q4 		$737K Buy
28,016
+840
+3% +$24K 0.57% 18
2015
Q3 		$749K Buy
27,176
+3,600
+15% +$106K 0.62% 17
2015
Q2 		$739K Sell
23,576
-2,120
-8% -$67.8K 0.58% 19
2015
Q1 		$799K Sell
25,696
-276
-1% -$8.33K 0.64% 17
2014
Q4 		$717K Buy
+25,972
New +$707K 0.58% 20

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Summit Financial Strategies reduced its Apple (AAPL) stake by 0.96% in Q2 2026, selling an estimated $193K and leaving 69,451 shares worth $20.1M. The position accounts for 1.41% of the portfolio, ranked #17.

Summit Financial Strategies first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Financial Strategies held 69,451 shares of Apple worth $20.1M as of Q2 2026.
  • Summit Financial Strategies sold 673 Apple shares in Q2 2026, an estimated $193K.
  • Apple made up 1.41% of Summit Financial Strategies's portfolio in Q2 2026, its #17 holding.
  • Summit Financial Strategies first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.