SWGC
AAPL icon

Summit Wealth Group (Colorado)’s Apple AAPL Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q1 		$25M Buy
98,361
+44,475
+83% +$11.6M 2.63% 7
2025
Q4 		$14.6M Buy
+53,886
New +$14.5M 1.94% 9
2025
Q3 		– Sell
-49,891
Closed -$10.2M – 267
2025
Q2 		$10.2M Buy
+49,891
New +$10.1M 2.57% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AAPL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Apple (AAPL) stake by 83% in Q1 2026, buying an estimated $11.6M and bringing the position to 98,361 shares worth $25M. The position accounts for 2.63% of the portfolio, ranked #7.

Summit Wealth Group (Colorado) first reported a position in AAPL in Q2 2025 and has held it in 3 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summit Wealth Group (Colorado) held 98,361 shares of Apple worth $25M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 44,475 Apple shares in Q1 2026, an estimated $11.6M.
  • Apple made up 2.63% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #7 holding.
  • Summit Wealth Group (Colorado) first reported a position in Apple in Q2 2025 and has held it in 3 quarters since.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.