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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
Q2 		$28.3M Sell
97,815
-546
-0.6% -$156K 2.34% 7
2026
Q1 		$25M Buy
98,361
+44,475
+83% +$11.6M 2.63% 7
2025
Q4 		$14.6M Buy
53,886
+2,472
+5% +$664K 1.94% 9
2025
Q3 		$8.8M Buy
51,414
+1,523
+3% +$344K 0.93% 21
2025
Q2 		$10.2M Buy
+49,891
New +$10.1M 2.57% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group (Colorado)'s AAPL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Apple (AAPL) stake by 0.56% in Q2 2026, selling an estimated $156K and leaving 97,815 shares worth $28.3M. The position accounts for 2.34% of the portfolio, ranked #7.

Summit Wealth Group (Colorado) first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 97,815 shares of Apple worth $28.3M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 546 Apple shares in Q2 2026, an estimated $156K.
  • Apple made up 2.34% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #7 holding.
  • Summit Wealth Group (Colorado) first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.