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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-100,000
| Closed | -$20.5M | – | 982 |
|
|
2025
Q2 | $20.5M | Hold |
100,000
| – | – | 3.95% | 5 |
|
|
2025
Q1 | $22.2M | Buy |
+100,000
| New | +$23.2M | 3.48% | 2 |
|
|
2024
Q4 | – | Sell |
-128,000
| Closed | -$29.8M | – | 599 |
|
|
2024
Q3 | $29.8M | Sell |
128,000
-75,000
| -37% | -$16.7M | 7.88% | 1 |
|
|
2024
Q2 | $42.8M | Buy |
203,000
+153,000
| +306% | +$28.5M | 8.08% | 2 |
|
|
2024
Q1 | $8.57M | Buy |
+50,000
| New | +$9.09M | 1.41% | 13 |
|
|
2023
Q4 | – | Sell |
-175,000
| Closed | -$30M | – | 642 |
|
|
2023
Q3 | $30M | Buy |
+175,000
| New | +$32.1M | 3.08% | 5 |
|
|
2023
Q2 | – | Sell |
-50,000
| Closed | -$8.24M | – | 857 |
|
|
2023
Q1 | $8.24M | Sell |
50,000
-675,400
| -93% | -$99.7M | 0.68% | 29 |
|
|
2022
Q4 | $94.3M | Buy |
725,400
+425,400
| +142% | +$60.8M | 3.55% | 5 |
|
|
2022
Q3 | $41.5M | Buy |
300,000
+250,000
| +500% | +$39.2M | 3.1% | 6 |
|
|
2022
Q2 | $6.84M | Buy |
50,000
+49,600
| +12,400% | +$7.51M | 0.85% | 24 |
|
|
2022
Q1 | $70K | Buy |
+400
| New | +$67.3K | 0.01% | 560 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$411K | – | 668 |
|
|
2021
Q2 | $411K | Buy |
+30
| New | +$3.89K | 0.03% | 435 |
|
|
2020
Q4 | – | Sell |
-874
| Closed | -$10.1M | – | 543 |
|
|
2020
Q3 | $10.1M | Sell |
874
-2,606
| -75% | -$284K | 1.06% | 21 |
|
|
2020
Q2 | $31.7M | Buy |
3,480
+880
| +34% | +$68.2K | 3.95% | 4 |
|
|
2020
Q1 | $16.5M | Buy |
2,600
+1,120
| +76% | +$82.4K | 2.91% | 5 |
|
|
2019
Q4 | $10.9M | Buy |
1,480
+280
| +23% | +$18K | 0.82% | 27 |
|
|
2019
Q3 | $6.72M | Buy |
+1,200
| New | +$62.7K | 0.6% | 30 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$29K | – | 298 |
|
|
2018
Q3 | $29K | Buy |
+1,200
| New | +$62.5K | 0.01% | 163 |
|
|
2017
Q4 | – | Sell |
-26,580
| Closed | -$102M | – | 161 |
|
|
2017
Q3 | $102M | Sell |
26,580
-1,872
| -7% | -$72.6K | 17.45% | 2 |
|
|
2017
Q2 | $102M | Buy |
28,452
+26,852
| +1,678% | +$993K | 18.29% | 2 |
|
|
2017
Q1 | $5.75M | Sell |
1,600
-4,864
| -75% | -$160K | 1.65% | 10 |
|
|
2016
Q4 | $18.7M | Buy |
+6,464
| New | +$183K | 4.07% | 3 |
|
|
2016
Q1 | – | Sell |
-54,860
| Closed | -$19K | – | 136 |
|
|
2015
Q4 | $19K | Buy |
+54,860
| New | +$1.57M | 0.01% | 234 |
|
|
2015
Q1 | – | Sell |
-166,028
| Closed | -$1.11M | – | 366 |
|
|
2014
Q4 | $1.11M | Buy |
+166,028
| New | +$4.52M | 0.32% | 59 |
|
|
2014
Q3 | – | Sell |
-121,132
| Closed | -$100K | – | 689 |
|
|
2014
Q2 | $100K | Buy |
+121,132
| New | +$2.58M | 0.03% | 235 |
|
|
2013
Q4 | – | Sell |
-52,304
| Closed | -$52K | – | 504 |
|
|
2013
Q3 | $52K | Buy |
52,304
+33,208
| +174% | +$551K | 0.02% | 183 |
|
|
2013
Q2 | $374K | Buy |
+19,096
| New | +$294K | 0.18% | 78 |
|
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.