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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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's AAPL Position: Q1 2026 in Review

Summit Financial increased its Apple (AAPL) stake by 24% in Q1 2026, buying an estimated $33.3M and bringing the position to 660,017 shares worth $168M. The position accounts for 2.13% of the portfolio, ranked #3.

Summit Financial first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summit Financial held 660,017 shares of Apple worth $168M as of Q1 2026.
  • Summit Financial bought 128,039 Apple shares in Q1 2026, an estimated $33.3M.
  • Apple made up 2.13% of Summit Financial's portfolio in Q1 2026, its #3 holding.
  • Summit Financial first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.