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Summit Financial Wealth Advisors’s Apple AAPL Stock Holding History

Summit Financial Wealth Advisors’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 		$13.4M Buy
46,283
+2,355
+5% +$674K 1.71% 17
2026
Q1 		$11.1M Buy
43,928
+317
+0.7% +$82.5K 1.58% 19
2025
Q4 		$11.9M Sell
43,611
-457
-1% -$123K 1.7% 19
2025
Q3 		$11.3M Buy
44,068
+4,381
+11% +$990K 1.74% 18
2025
Q2 		$8.14M Buy
39,687
+2,119
+6% +$428K 1.46% 21
2025
Q1 		$8.34M Sell
37,568
-148
-0.4% -$34.3K 1.66% 19
2024
Q4 		$8.6M Buy
37,716
+630
+2% +$148K 1.68% 19
2024
Q3 		$8.64M Sell
37,086
-1,259
-3% -$281K 1.62% 21
2024
Q2 		$8.08M Sell
38,345
-84
-0.2% -$15.7K 1.64% 19
2024
Q1 		$6.59M Sell
38,429
-1,364
-3% -$248K 1.34% 24
2023
Q4 		$7.66M Buy
39,793
+752
+2% +$139K 1.74% 19
2023
Q3 		$7.1M Sell
39,041
-2,316
-6% -$425K 1.74% 20
2023
Q2 		$8.02M Buy
41,357
+1,447
+4% +$252K 1.85% 18
2023
Q1 		$6.58M Sell
39,910
-1,685
-4% -$249K 1.56% 21
2022
Q4 		$5.4M Sell
41,595
-37
-0.1% -$5.29K 1.3% 25
2022
Q3 		$6.03M Sell
41,632
-719
-2% -$113K 1.73% 21
2022
Q2 		$6.48M Buy
42,351
+1,009
+2% +$153K 1.55% 26
2022
Q1 		$7.22M Sell
41,342
-506
-1% -$85.1K 1.46% 26
2021
Q4 		$7.52M Sell
41,848
-622
-1% -$98.3K 1.46% 22
2021
Q3 		$6.01M Buy
42,470
+96
+0.2% +$14.1K 1.36% 25
2021
Q2 		$5.8M Sell
42,374
-3,104
-7% -$402K 1.31% 27
2021
Q1 		$6.04M Buy
45,478
+84
+0.2% +$10.8K 1.54% 20
2020
Q4 		$5.26M Sell
45,394
-3,951
-8% -$475K 1.43% 23
2020
Q3 		$5.37M Sell
49,345
-1,059
-2% -$116K 1.43% 23
2020
Q2 		$4.81M Sell
50,404
-648
-1% -$50.2K 1.28% 24
2020
Q1 		$3.35M Sell
51,052
-6,620
-11% -$487K 1.06% 24
2019
Q4 		$4.46M Sell
57,672
-1,668
-3% -$107K 1.08% 27
2019
Q3 		$3.5M Sell
59,340
-764
-1% -$39.9K 0.86% 30
2019
Q2 		$2.97M Sell
60,104
-41,572
-41% -$2.03M 0.73% 38
2019
Q1 		$4.97M Buy
101,676
+11,740
+13% +$498K 1.31% 21
2018
Q4 		$3.55M Buy
89,936
+28,936
+47% +$1.4M 1.15% 24
2018
Q3 		$3.31M Buy
61,000
+2,268
+4% +$118K 0.99% 32
2018
Q2 		$2.46M Sell
58,732
-2,368
-4% -$107K 0.82% 40
2018
Q1 		$2.56M Buy
61,100
+1,188
+2% +$51.1K 0.84% 39
2017
Q4 		$2.54M Sell
59,912
-2,464
-4% -$103K 0.87% 40
2017
Q3 		$2.4M Sell
62,376
-4,844
-7% -$188K 0.87% 38
2017
Q2 		$2.42M Sell
67,220
-104
-0.2% -$3.85K 0.96% 32
2017
Q1 		$2.42M Buy
67,324
+5,052
+8% +$166K 1.06% 34
2016
Q4 		$1.8M Buy
62,272
+108
+0.2% +$3.06K 0.79% 38
2016
Q3 		$1.76M Sell
62,164
-17,164
-22% -$454K 0.76% 39
2016
Q2 		$1.9M Sell
79,328
-23,424
-23% -$582K 0.79% 37
2016
Q1 		$2.8M Buy
102,752
+7,892
+8% +$197K 1.23% 28
2015
Q4 		$2.5M Buy
94,860
+61,804
+187% +$1.77M 1.14% 31
2015
Q3 		$911K Sell
33,056
-360
-1% -$10.6K 0.59% 39
2015
Q2 		$1.05M Buy
33,416
+500
+2% +$16K 0.65% 38
2015
Q1 		$1.04M Buy
32,916
+8,660
+36% +$261K 0.7% 33
2014
Q4 		$669K Buy
+24,256
New +$660K 0.46% 38

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Summit Financial Wealth Advisors's AAPL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Apple (AAPL) stake by 5.4% in Q2 2026, buying an estimated $674K and bringing the position to 46,283 shares worth $13.4M. The position accounts for 1.71% of the portfolio, ranked #17.

Summit Financial Wealth Advisors first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Financial Wealth Advisors held 46,283 shares of Apple worth $13.4M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 2,355 Apple shares in Q2 2026, an estimated $674K.
  • Apple made up 1.71% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Summit Financial Wealth Advisors first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.