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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
Q2 		$450K Buy
1,557
+310
+25% +$88.7K 0.11% 54
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
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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 Investment Advisory Services's AAPL Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Apple (AAPL) stake by 25% in Q2 2026, buying an estimated $88.7K and bringing the position to 1,557 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #54.

Summit Investment Advisory Services first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Investment Advisory Services held 1,557 shares of Apple worth $450K as of Q2 2026.
  • Summit Investment Advisory Services bought 310 Apple shares in Q2 2026, an estimated $88.7K.
  • Apple made up 0.11% of Summit Investment Advisory Services's portfolio in Q2 2026, its #54 holding.
  • Summit Investment Advisory Services first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • Summit Investment Advisory Services's Apple position peaked at $1.17M in Q2 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.