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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-255,600
| Closed | -$43.8M | – | 550 |
|
|
2024
Q1 | $43.8M | Buy |
+255,600
| New | +$46.5M | 7.21% | 5 |
|
|
2023
Q4 | – | Sell |
-50,000
| Closed | -$8.56M | – | 641 |
|
|
2023
Q3 | $8.56M | Buy |
+50,000
| New | +$9.17M | 0.88% | 23 |
|
|
2023
Q1 | – | Sell |
-701,200
| Closed | -$91.1M | – | 767 |
|
|
2022
Q4 | $91.1M | Buy |
701,200
+670,200
| +2,162% | +$95.8M | 3.43% | 6 |
|
|
2022
Q3 | $4.28M | Buy |
31,000
+21,000
| +210% | +$3.3M | 0.32% | 56 |
|
|
2022
Q2 | $1.37M | Sell |
10,000
-40,800
| -80% | -$6.18M | 0.17% | 99 |
|
|
2022
Q1 | $8.87M | Sell |
50,800
-49,200
| -49% | -$8.27M | 0.99% | 14 |
|
|
2021
Q4 | $17.8M | Buy |
100,000
+99,200
| +12,400% | +$15.7M | 0.83% | 22 |
|
|
2021
Q3 | $11.3M | Sell |
800
-1,030
| -56% | -$152K | 0.88% | 18 |
|
|
2021
Q2 | $25.1M | Buy |
1,830
+930
| +103% | +$120K | 2.07% | 3 |
|
|
2021
Q1 | $11M | Sell |
900
-2,500
| -74% | -$321K | 1.21% | 12 |
|
|
2020
Q4 | $45.1M | Buy |
3,400
+2,037
| +149% | +$245K | 3.8% | 3 |
|
|
2020
Q3 | $15.8M | Buy |
1,363
+371
| +37% | +$40.5K | 1.65% | 12 |
|
|
2020
Q2 | $9.05M | Sell |
992
-1,668
| -63% | -$129K | 1.12% | 16 |
|
|
2020
Q1 | $16.9M | Sell |
2,660
-764
| -22% | -$56.2K | 2.97% | 4 |
|
|
2019
Q4 | $25.1M | Buy |
3,424
+2,504
| +272% | +$161K | 1.9% | 8 |
|
|
2019
Q3 | $5.15M | Sell |
920
-10,152
| -92% | -$531K | 0.46% | 39 |
|
|
2019
Q2 | $54.8M | Buy |
11,072
+9,264
| +512% | +$451K | 6.36% | 2 |
|
|
2019
Q1 | $8.59M | Sell |
1,808
-8,680
| -83% | -$368K | 1.57% | 16 |
|
|
2018
Q4 | $41.4M | Buy |
10,488
+9,488
| +949% | +$460K | 3.58% | 3 |
|
|
2018
Q3 | $3K | Sell |
1,000
-2,200
| -69% | -$115K | ﹤0.01% | 180 |
|
|
2018
Q2 | $14.8M | Buy |
3,200
+2,896
| +953% | +$131K | 2.13% | 7 |
|
|
2018
Q1 | $1.27M | Buy |
+304
| New | +$13.1K | 0.31% | 50 |
|
|
2017
Q4 | – | Sell |
-1,512
| Closed | -$5.83M | – | 160 |
|
|
2017
Q3 | $5.83M | Sell |
1,512
-660
| -30% | -$25.6K | 0.99% | 13 |
|
|
2017
Q2 | $7.82M | Sell |
2,172
-1,372
| -39% | -$50.7K | 1.4% | 11 |
|
|
2017
Q1 | $12.7M | Sell |
3,544
-17,416
| -83% | -$574K | 3.67% | 3 |
|
|
2016
Q4 | $60.7M | Buy |
20,960
+16,832
| +408% | +$477K | 13.2% | 1 |
|
|
2016
Q3 | $11.7M | Buy |
4,128
+3,968
| +2,480% | +$105K | 3.93% | 6 |
|
|
2016
Q2 | $216K | Buy |
+160
| New | +$3.98K | 0.12% | 184 |
|
|
2015
Q4 | – | Sell |
-14,492
| Closed | -$11.8M | – | 275 |
|
|
2015
Q3 | $11.8M | Buy |
+14,492
| New | +$425K | 8.5% | 2 |
|
|
2015
Q2 | – | Sell |
-12,540
| Closed | -$5.95M | – | 441 |
|
|
2015
Q1 | $5.95M | Buy |
+12,540
| New | +$379K | 4.46% | 5 |
|
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.