Summit Financial
AAPL icon

Summit Financial’s Apple AAPL Stock Holding History

Summit Financial’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 		$197M Buy
680,491
+20,474
+3% +$5.86M 2.16% 4
2026
Q1 		$168M Buy
660,017
+128,039
+24% +$33.3M 2.13% 3
2025
Q4 		$145M Sell
531,978
-11,798
-2% -$3.17M 2.12% 4
2025
Q3 		$138M Buy
543,776
+36,271
+7% +$8.19M 2.11% 4
2025
Q2 		$104M Buy
507,505
+138,851
+38% +$28M 2.35% 5
2025
Q1 		$81.9M Buy
368,654
+82,246
+29% +$19.1M 2.29% 4
2024
Q4 		$71.7M Buy
286,408
+31,008
+12% +$7.31M 2.51% 4
2024
Q3 		$59.5M Buy
255,400
+52,208
+26% +$11.7M 2.33% 6
2024
Q2 		$42.8M Buy
203,192
+47,208
+30% +$8.8M 1.95% 7
2024
Q1 		$26.7M Sell
155,984
-12,848
-8% -$2.34M 1.58% 11
2023
Q4 		$32.5M Buy
168,832
+5,192
+3% +$959K 2.12% 8
2023
Q3 		$28M Buy
163,640
+17,936
+12% +$3.29M 2.07% 7
2023
Q2 		$28.3M Buy
145,704
+10,510
+8% +$1.83M 2.06% 8
2023
Q1 		$22.3M Buy
135,194
+1,054
+0.8% +$156K 1.95% 9
2022
Q4 		$17.4M Sell
134,140
-14,989
-10% -$2.14M 1.64% 9
2022
Q3 		$20.6M Buy
149,129
+24,823
+20% +$3.9M 1.95% 10
2022
Q2 		$17M Buy
124,306
+3,018
+2% +$457K 1.59% 11
2022
Q1 		$21.2M Buy
121,288
+20,181
+20% +$3.39M 1.65% 12
2021
Q4 		$18M Buy
101,107
+15,665
+18% +$2.48M 1.37% 12
2021
Q3 		$12.1M Buy
85,442
+41,109
+93% +$6.05M 1.04% 18
2021
Q2 		$6.07M Buy
44,333
+38,186
+621% +$4.95M 0.6% 18
2021
Q1 		$751K Buy
6,147
+316
+5% +$40.6K 0.1% 35
2020
Q4 		$774K Buy
+5,831
New +$701K 0.11% 32

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 $3.38T AUM 44.17% 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's AAPL Position: Q2 2026 in Review

Summit Financial increased its Apple (AAPL) stake by 3.1% in Q2 2026, buying an estimated $5.86M and bringing the position to 680,491 shares worth $197M. The position accounts for 2.16% of the portfolio, ranked #4.

Summit Financial first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,151 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Financial held 680,491 shares of Apple worth $197M as of Q2 2026.
  • Summit Financial bought 20,474 Apple shares in Q2 2026, an estimated $5.86M.
  • Apple made up 2.16% of Summit Financial's portfolio in Q2 2026, its #4 holding.
  • Summit Financial first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.