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Summit Rock Advisors’s Apple AAPL Stock Holding History

Summit Rock 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
Q1 		– Sell
-141,544
Closed -$35.4M – 3
2024
Q4 		$35.4M Hold
141,544
– – 12.02% 5
2024
Q3 		$33M Buy
141,544
+107
+0.1% +$23.9K 12.9% 5
2024
Q2 		$29.8M Sell
141,437
-188,237
-57% -$35.1M 9.21% 5
2024
Q1 		$56.5M Buy
+329,674
New +$59.9M 18.13% 3

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Rock Advisors's AAPL Position: Q1 2025 in Review

Summit Rock Advisors sold out of Apple (AAPL) in Q1 2025, closing a stake of 141,544 shares — an estimated $35.4M sold.

Summit Rock Advisors first reported a position in AAPL in Q1 2024 and held it in 4 quarters. The position peaked at $56.5M in Q1 2024. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Summit Rock Advisors reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
  • Summit Rock Advisors sold 141,544 Apple shares in Q1 2025, an estimated $35.4M.
  • Summit Rock Advisors first reported a position in Apple in Q1 2024 and held it in 4 quarters.
  • Summit Rock Advisors's Apple position peaked at $56.5M in Q1 2024.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Summit Rock Advisors's 13F filing for Q1 2025, filed 9 May 2025.