Summit Investment Advisory Services’s Apple AAPL Stock Holding History

Summit Investment Advisory Services’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	$316K	Sell	1,247 -196	-14%	-$51K	0.12%	56
2025 Q4	$392K	Buy	1,443 +86	+6%	+$23.1K	0.15%	49
2025 Q3	$346K	Buy	1,357 +49	+4%	+$11.1K	0.14%	47
2025 Q2	$268K	Sell	1,308 -720	-36%	-$145K	0.12%	57
2025 Q1	$450K	Buy	2,028 +717	+55%	+$166K	0.22%	40
2024 Q4	$328K	Hold	1,311	–	–	0.17%	51
2024 Q3	$305K	Sell	1,311 -4,253	-76%	-$950K	0.16%	53
2024 Q2	$1.17M	Buy	5,564 +3,722	+202%	+$694K	1.38%	19
2024 Q1	$316K	Buy	1,842 +662	+56%	+$120K	0.19%	51
2023 Q4	$227K	Buy	+1,180	New	+$218K	0.14%	57
2023 Q3	–	Sell	-1,205	Closed	-$234K	–	55
2023 Q2	$234K	Buy	+1,205	New	+$210K	0.15%	50

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Investment Advisory Services's AAPL Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its Apple (AAPL) stake by 14% in Q1 2026, selling an estimated $51K and leaving 1,247 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #56.

Summit Investment Advisory Services first reported a position in AAPL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Summit Investment Advisory Services held 1,247 shares of Apple worth $316K as of Q1 2026.
Summit Investment Advisory Services sold 196 Apple shares in Q1 2026, an estimated $51K.
Apple made up 0.12% of Summit Investment Advisory Services's portfolio in Q1 2026, its #56 holding.
Summit Investment Advisory Services first reported a position in Apple in Q2 2023 and has held it in 11 quarters since.
Summit Investment Advisory Services's Apple position peaked at $1.17M in Q2 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.