Summit Trail Advisors’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 | $181M | Buy |
713,487
+130,867
| +22% | +$34.1M | 2.59% | 4 |
|
|
2025
Q4 | $158M | Buy |
582,620
+15,850
| +3% | +$4.25M | 2.74% | 4 |
|
|
2025
Q3 | $144M | Buy |
566,770
+56,761
| +11% | +$12.8M | 1.99% | 7 |
|
|
2025
Q2 | $105M | Buy |
+510,009
| New | +$103M | 1.8% | 9 |
|
|
2024
Q4 | – | Sell |
-317,612
| Closed | -$74M | – | 392 |
|
|
2024
Q3 | $74M | Buy |
317,612
+30,434
| +11% | +$6.8M | 1.83% | 8 |
|
|
2024
Q2 | $60.5M | Buy |
287,178
+14,638
| +5% | +$2.73M | 1.59% | 10 |
|
|
2024
Q1 | $46.7M | Buy |
272,540
+29,317
| +12% | +$5.33M | 1.24% | 11 |
|
|
2023
Q4 | $46.8M | Sell |
243,223
-11,111
| -4% | -$2.05M | 1.55% | 11 |
|
|
2023
Q3 | $43.5M | Sell |
254,334
-4,235
| -2% | -$777K | 1.6% | 9 |
|
|
2023
Q2 | $50.2M | Buy |
258,569
+44,759
| +21% | +$7.8M | 1.89% | 6 |
|
|
2023
Q1 | $35.3M | Sell |
213,810
-4,453
| -2% | -$657K | 1.42% | 10 |
|
|
2022
Q4 | $28.4M | Buy |
218,263
+1,562
| +0.7% | +$223K | 1.26% | 10 |
|
|
2022
Q3 | $29.9M | Buy |
216,701
+5,747
| +3% | +$902K | 1.62% | 9 |
|
|
2022
Q2 | $28.8M | Buy |
210,954
+9,347
| +5% | +$1.42M | 1.78% | 10 |
|
|
2022
Q1 | $35.2M | Buy |
201,607
+17,031
| +9% | +$2.86M | 2.85% | 7 |
|
|
2021
Q4 | $32.8M | Buy |
184,576
+23,443
| +15% | +$3.7M | 2.11% | 10 |
|
|
2021
Q3 | $22.8M | Buy |
161,133
+11,313
| +8% | +$1.67M | 1.71% | 17 |
|
|
2021
Q2 | $20.5M | Buy |
149,820
+2,581
| +2% | +$334K | 1.8% | 15 |
|
|
2021
Q1 | $18M | Sell |
147,239
-3,759
| -2% | -$482K | 1.94% | 11 |
|
|
2020
Q4 | $20M | Sell |
150,998
-34,233
| -18% | -$4.12M | 2.53% | 10 |
|
|
2020
Q3 | $22.1M | Buy |
185,231
+44,891
| +32% | +$4.9M | 4.27% | 6 |
|
|
2020
Q2 | $12.8M | Buy |
+140,340
| New | +$10.9M | 2.39% | 10 |
|
|
2020
Q1 | – | Sell |
-130,804
| Closed | -$9.6M | – | 129 |
|
|
2019
Q4 | $9.6M | Buy |
130,804
+4,628
| +4% | +$298K | 5.57% | 5 |
|
|
2019
Q3 | $7.07M | Buy |
126,176
+3,548
| +3% | +$185K | 2.51% | 7 |
|
|
2019
Q2 | $6.07M | Sell |
122,628
-10,036
| -8% | -$489K | 2.65% | 7 |
|
|
2019
Q1 | $6.3M | Sell |
132,664
-222,496
| -63% | -$9.44M | 2.73% | 6 |
|
|
2018
Q4 | $14M | Sell |
355,160
-99,464
| -22% | -$4.82M | 4.95% | 7 |
|
|
2018
Q3 | $25.7M | Buy |
+454,624
| New | +$23.7M | 5.66% | 4 |
|
|
2018
Q2 | – | Sell |
-500,680
| Closed | -$20.2M | – | 478 |
|
|
2018
Q1 | $20.2M | Buy |
500,680
+46,400
| +10% | +$2M | 3.43% | 4 |
|
|
2017
Q4 | $19.5M | Buy |
+454,280
| New | +$19M | 2.47% | 4 |
|
Other funds holding AAPL
VCM
VPM
Summit Trail Advisors's AAPL Position: Q1 2026 in Review
Summit Trail Advisors increased its Apple (AAPL) stake by 22% in Q1 2026, buying an estimated $34.1M and bringing the position to 713,487 shares worth $181M. The position accounts for 2.59% of the portfolio, ranked #4.
Summit Trail Advisors first reported a position in AAPL in Q4 2017 and has held it in 30 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Summit Trail Advisors held 713,487 shares of Apple worth $181M as of Q1 2026.
- Summit Trail Advisors bought 130,867 Apple shares in Q1 2026, an estimated $34.1M.
- Apple made up 2.59% of Summit Trail Advisors's portfolio in Q1 2026, its #4 holding.
- Summit Trail Advisors first reported a position in Apple in Q4 2017 and has held it in 30 quarters since.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.