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Summit Global Investments’s Apple AAPL Stock Holding History

Summit Global Investments’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 		$27.1M Buy
106,644
+157
+0.1% +$40.9K 1.6% 9
2025
Q4 		$28.9M Buy
106,487
+11,805
+12% +$3.17M 1.71% 9
2025
Q3 		$24.1M Sell
94,682
-277
-0.3% -$62.6K 1.41% 10
2025
Q2 		$19.5M Buy
94,959
+52,615
+124% +$10.6M 1.15% 10
2025
Q1 		$9.41M Sell
42,344
-25,251
-37% -$5.85M 0.68% 23
2024
Q4 		$16.9M Sell
67,595
-13,719
-17% -$3.23M 1.06% 14
2024
Q3 		$18.9M Sell
81,314
-8,601
-10% -$1.92M 1.21% 10
2024
Q2 		$18.9M Buy
89,915
+19,853
+28% +$3.7M 1.28% 13
2024
Q1 		$12M Buy
70,062
+3,958
+6% +$720K 0.89% 28
2023
Q4 		$12.7M Buy
66,104
+3,460
+6% +$639K 0.83% 26
2023
Q3 		$10.7M Buy
62,644
+2,107
+3% +$386K 0.71% 31
2023
Q2 		$11.7M Sell
60,537
-88,327
-59% -$15.4M 0.78% 29
2023
Q1 		$24.5M Sell
148,864
-5,518
-4% -$814K 1.9% 5
2022
Q4 		$20.1M Sell
154,382
-5,998
-4% -$857K 1.69% 6
2022
Q3 		$22.2M Buy
160,380
+12,206
+8% +$1.92M 2.05% 3
2022
Q2 		$20.3M Sell
148,174
-13,299
-8% -$2.01M 1.78% 4
2022
Q1 		$28.2M Sell
161,473
-54,905
-25% -$9.23M 2.08% 2
2021
Q4 		$38.4M Buy
216,378
+2,801
+1% +$443K 2.47% 3
2021
Q3 		$30.2M Buy
213,577
+10,848
+5% +$1.6M 2.27% 7
2021
Q2 		$27.7M Buy
202,729
+86,069
+74% +$11.2M 1.66% 8
2021
Q1 		$14.3M Buy
116,660
+547
+0.5% +$70.2K 0.91% 22
2020
Q4 		$15.4M Sell
116,113
-14,754
-11% -$1.77M 1.54% 20
2020
Q3 		$15.2M Sell
130,867
-80,377
-38% -$8.77M 1.57% 19
2020
Q2 		$19.3M Buy
211,244
+205,892
+3,847% +$16M 2.22% 12
2020
Q1 		$340K Sell
5,352
-59,408
-92% -$4.37M 0.05% 198
2019
Q4 		$4.75M Sell
64,760
-46,232
-42% -$2.97M 0.52% 62
2019
Q3 		$6.21M Buy
110,992
+3,676
+3% +$192K 0.72% 51
2019
Q2 		$5.31M Sell
107,316
-28,240
-21% -$1.38M 0.67% 50
2019
Q1 		$6.44M Sell
135,556
-53,184
-28% -$2.26M 0.82% 36
2018
Q4 		$7.44M Buy
188,740
+59,344
+46% +$2.88M 1.15% 28
2018
Q3 		$7.3M Sell
129,396
-1,328
-1% -$69.2K 0.98% 34
2018
Q2 		$6.05M Sell
130,724
-133,744
-51% -$6.07M 0.91% 35
2018
Q1 		$11.1M Buy
264,468
+9,120
+4% +$393K 1.77% 16
2017
Q4 		$10.8M Sell
255,348
-4,124
-2% -$172K 1.67% 16
2017
Q3 		$10M Buy
259,472
+147,460
+132% +$5.72M 1.56% 25
2017
Q2 		$4.03M Sell
112,012
-95,856
-46% -$3.54M 1.21% 32
2017
Q1 		$7.47M Buy
207,868
+14,576
+8% +$480K 2.43% 2
2016
Q4 		$5.6M Buy
+193,292
New +$5.48M 2.03% 9

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Global Investments's AAPL Position: Q1 2026 in Review

Summit Global Investments increased its Apple (AAPL) stake by 0.15% in Q1 2026, buying an estimated $40.9K and bringing the position to 106,644 shares worth $27.1M. The position accounts for 1.6% of the portfolio, ranked #9.

Summit Global Investments first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $38.4M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summit Global Investments held 106,644 shares of Apple worth $27.1M as of Q1 2026.
  • Summit Global Investments bought 157 Apple shares in Q1 2026, an estimated $40.9K.
  • Apple made up 1.6% of Summit Global Investments's portfolio in Q1 2026, its #9 holding.
  • Summit Global Investments first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
  • Summit Global Investments's Apple position peaked at $38.4M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.