Summit Securities Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.8M | Buy |
50,300
+23,592
| +88% | +$6.14M | 1.58% | 13 |
|
|
2025
Q4 | $7.26M | Sell |
26,708
-90,062
| -77% | -$24.2M | 0.95% | 20 |
|
|
2025
Q3 | $29.7M | Buy |
116,770
+16,770
| +17% | +$3.79M | 6.14% | 1 |
|
|
2025
Q2 | $20.5M | Buy |
100,000
+14,100
| +16% | +$2.85M | 3.95% | 4 |
|
|
2025
Q1 | $19.1M | Buy |
+85,900
| New | +$19.9M | 2.99% | 3 |
|
|
2024
Q4 | – | Sell |
-125,000
| Closed | -$29.1M | – | 598 |
|
|
2024
Q3 | $29.1M | Sell |
125,000
-75,885
| -38% | -$16.9M | 7.69% | 2 |
|
|
2024
Q2 | $42.3M | Buy |
+200,885
| New | +$37.5M | 7.99% | 3 |
|
|
2024
Q1 | – | Sell |
-483
| Closed | -$87.8K | – | 410 |
|
|
2023
Q4 | $93K | Sell |
483
-41,035
| -99% | -$7.58M | 0.01% | 342 |
|
|
2023
Q3 | $7.11M | Buy |
41,518
+31,349
| +308% | +$5.75M | 0.73% | 26 |
|
|
2023
Q2 | $1.97M | Sell |
10,169
-38,831
| -79% | -$6.77M | 0.26% | 64 |
|
|
2023
Q1 | $8.08M | Buy |
49,000
+45,700
| +1,385% | +$6.74M | 0.66% | 30 |
|
|
2022
Q4 | $429K | Sell |
3,300
-247,517
| -99% | -$35.4M | 0.02% | 263 |
|
|
2022
Q3 | $34.7M | Buy |
+250,817
| New | +$39.4M | 2.59% | 9 |
|
|
2022
Q2 | – | Sell |
-46,720
| Closed | -$7.08M | – | 915 |
|
|
2022
Q1 | $8.16M | Sell |
46,720
-1,034,762
| -96% | -$174M | 0.91% | 18 |
|
|
2021
Q4 | $192M | Buy |
1,081,482
+1,076,943
| +23,726% | +$170M | 8.99% | 1 |
|
|
2021
Q3 | $642K | Sell |
4,539
-6,929
| -60% | -$1.02M | 0.05% | 351 |
|
|
2021
Q2 | $1.57M | Sell |
11,468
-28,732
| -71% | -$3.72M | 0.13% | 171 |
|
|
2021
Q1 | $4.91M | Sell |
40,200
-37,400
| -48% | -$4.8M | 0.54% | 31 |
|
|
2020
Q4 | $10.3M | Sell |
77,600
-155,055
| -67% | -$18.7M | 0.87% | 14 |
|
|
2020
Q3 | $26.9M | Sell |
232,655
-366,917
| -61% | -$40M | 2.82% | 5 |
|
|
2020
Q2 | $54.7M | Buy |
599,572
+405,172
| +208% | +$31.4M | 6.8% | 1 |
|
|
2020
Q1 | $12.4M | Sell |
194,400
-902,200
| -82% | -$66.3M | 2.17% | 8 |
|
|
2019
Q4 | $80.5M | Buy |
1,096,600
+631,000
| +136% | +$40.6M | 6.09% | 1 |
|
|
2019
Q3 | $26.1M | Buy |
465,600
+387,600
| +497% | +$20.3M | 2.31% | 6 |
|
|
2019
Q2 | $3.86M | Buy |
78,000
+46,400
| +147% | +$2.26M | 0.45% | 47 |
|
|
2019
Q1 | $1.5M | Sell |
31,600
-800
| -2% | -$33.9K | 0.27% | 62 |
|
|
2018
Q4 | $1.28M | Buy |
32,400
+23,600
| +268% | +$1.14M | 0.11% | 118 |
|
|
2018
Q3 | $497K | Sell |
8,800
-977,200
| -99% | -$50.9M | 0.18% | 87 |
|
|
2018
Q2 | $45.6M | Buy |
+986,000
| New | +$44.7M | 6.57% | 4 |
|
|
2018
Q1 | – | Sell |
-2,272,000
| Closed | -$97.8M | – | 145 |
|
|
2017
Q4 | $96.1M | Sell |
2,272,000
-69,200
| -3% | -$2.89M | 11.43% | 3 |
|
|
2017
Q3 | $90.2M | Sell |
2,341,200
-1,065,068
| -31% | -$41.3M | 15.37% | 3 |
|
|
2017
Q2 | $123M | Buy |
3,406,268
+2,791,068
| +454% | +$103M | 21.89% | 1 |
|
|
2017
Q1 | $22.1M | Buy |
615,200
+375,600
| +157% | +$12.4M | 6.36% | 2 |
|
|
2016
Q4 | $6.94M | Sell |
239,600
-1,000,288
| -81% | -$28.4M | 1.51% | 12 |
|
|
2016
Q3 | $35M | Buy |
1,239,888
+1,127,088
| +999% | +$29.8M | 11.82% | 3 |
|
|
2016
Q2 | $2.7M | Buy |
112,800
+94,400
| +513% | +$2.35M | 1.44% | 13 |
|
|
2016
Q1 | $501K | Sell |
18,400
-196,000
| -91% | -$4.88M | 0.35% | 67 |
|
|
2015
Q4 | $5.64M | Sell |
214,400
-306,400
| -59% | -$8.76M | 1.82% | 14 |
|
|
2015
Q3 | $14.4M | Sell |
520,800
-1,316,800
| -72% | -$38.6M | 10.35% | 1 |
|
|
2015
Q2 | $57.6M | Buy |
1,837,600
+600,400
| +49% | +$19.2M | 28.14% | 1 |
|
|
2015
Q1 | $38.5M | Sell |
1,237,200
-714,000
| -37% | -$21.6M | 28.84% | 1 |
|
|
2014
Q4 | $53.8M | Buy |
1,951,200
+1,551,484
| +388% | +$42.2M | 15.47% | 1 |
|
|
2014
Q3 | $10.1M | Sell |
399,716
-950,284
| -70% | -$23.3M | 2.92% | 5 |
|
|
2014
Q2 | $31.4M | Sell |
1,350,000
-1,237,200
| -48% | -$26.3M | 10.75% | 1 |
|
|
2014
Q1 | $49.6M | Sell |
2,587,200
-2,458,400
| -49% | -$46.8M | 29.65% | 1 |
|
|
2013
Q4 | $101M | Buy |
5,045,600
+14,000
| +0.3% | +$264K | 17.58% | 1 |
|
|
2013
Q3 | $85.7M | Buy |
5,031,600
+4,012,400
| +394% | +$66.5M | 29.17% | 1 |
|
|
2013
Q2 | $14.4M | Buy |
+1,019,200
| New | +$15.7M | 6.89% | 3 |
|
Other funds holding AAPL
VCM
VPM
Summit Securities Group's AAPL Position: Q1 2026 in Review
Summit Securities Group increased its Apple (AAPL) stake by 88% in Q1 2026, buying an estimated $6.14M and bringing the position to 50,300 shares worth $12.8M. The position accounts for 1.58% of the portfolio, ranked #13.
Summit Securities Group first reported a position in AAPL in Q2 2013 and has held it in 48 quarters since. The position peaked at $192M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Summit Securities Group held 50,300 shares of Apple worth $12.8M as of Q1 2026.
- Summit Securities Group bought 23,592 Apple shares in Q1 2026, an estimated $6.14M.
- Apple made up 1.58% of Summit Securities Group's portfolio in Q1 2026, its #13 holding.
- Summit Securities Group first reported a position in Apple in Q2 2013 and has held it in 48 quarters since.
- Summit Securities Group's Apple position peaked at $192M in Q4 2021.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.