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Summit Investment Advisors’s Apple AAPL Stock Holding History

Summit Investment 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
2025
Q2 		$1.36M Buy
6,740
+63
+0.9% +$12.7K 1.12% 25
2025
Q1 		$1.33M Sell
6,677
-210
-3% -$48.7K 1.18% 24
2024
Q4 		$1.66M Buy
+6,887
New +$1.62M 1.48% 18

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Investment Advisors's AAPL Position: Q2 2025 in Review

Summit Investment Advisors increased its Apple (AAPL) stake by 0.94% in Q2 2025, buying an estimated $12.7K and bringing the position to 6,740 shares worth $1.36M. The position accounts for 1.12% of the portfolio, ranked #25.

Summit Investment Advisors first reported a position in AAPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Summit Investment Advisors held 6,740 shares of Apple worth $1.36M as of Q2 2025.
  • Summit Investment Advisors bought 63 Apple shares in Q2 2025, an estimated $12.7K.
  • Apple made up 1.12% of Summit Investment Advisors's portfolio in Q2 2025, its #25 holding.
  • Summit Investment Advisors first reported a position in Apple in Q4 2024 and has held it in 3 quarters since.
  • Summit Investment Advisors's Apple position peaked at $1.66M in Q4 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.