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Summit Wealth Group’s Apple AAPL Stock Holding History

Summit Wealth Group’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 		$4.76M Sell
18,773
-750
-4% -$195K 1.09% 23
2025
Q4 		$5.31M Buy
19,523
+569
+3% +$153K 1.24% 23
2025
Q3 		$4.83M Sell
18,954
-170
-0.9% -$38.4K 1.17% 23
2025
Q2 		$3.92M Sell
19,124
-1,205
-6% -$243K 1.01% 25
2025
Q1 		$4.52M Sell
20,329
-665
-3% -$154K 1.32% 21
2024
Q4 		$5.26M Sell
20,994
-4,283
-17% -$1.01M 1.52% 18
2024
Q3 		$5.89M Sell
25,277
-125
-0.5% -$27.9K 1.7% 15
2024
Q2 		$5.35M Sell
25,402
-13,340
-34% -$2.49M 1.61% 15
2024
Q1 		$6.64M Sell
38,742
-1,730
-4% -$315K 4.52% 6
2023
Q4 		$7.79M Sell
40,472
-494
-1% -$91.2K 6.1% 5
2023
Q3 		$7.01M Buy
+40,966
New +$7.51M 6.26% 5
2023
Q2 		– Sell
-6,992,420
Closed -$42K – 79
2023
Q1 		$42K Buy
6,992,420
+6,949,659
+16,252% +$1.03B 1% 19
2022
Q4 		$5.56M Buy
42,761
+1,930
+5% +$276K 5.86% 7
2022
Q3 		$5.64M Sell
40,831
-16,621
-29% -$2.61M 6.66% 7
2022
Q2 		$7.86M Sell
57,452
-18
-0% -$2.73K 9.28% 6
2022
Q1 		$10M Buy
57,470
+26,037
+83% +$4.38M 10.51% 4
2021
Q4 		$5.58M Buy
+31,433
New +$4.97M 6.36% 7
2021
Q1 		– Sell
-12,369
Closed -$1.64M – 177
2020
Q4 		$1.64M Buy
12,369
+73
+0.6% +$8.78K 1.03% 22
2020
Q3 		$1.42M Buy
12,296
+1,100
+10% +$120K 1.24% 15
2020
Q2 		$1.02M Buy
11,196
+584
+6% +$45.3K 0.93% 14
2020
Q1 		$675K Sell
10,612
-940
-8% -$69.1K 0.68% 15
2019
Q4 		$848K Buy
+11,552
New +$743K 0.8% 15

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's AAPL Position: Q1 2026 in Review

Summit Wealth Group reduced its Apple (AAPL) stake by 3.8% in Q1 2026, selling an estimated $195K and leaving 18,773 shares worth $4.76M. The position accounts for 1.09% of the portfolio, ranked #23.

Summit Wealth Group first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. The position peaked at $10M in Q1 2022. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Summit Wealth Group held 18,773 shares of Apple worth $4.76M as of Q1 2026.
  • Summit Wealth Group sold 750 Apple shares in Q1 2026, an estimated $195K.
  • Apple made up 1.09% of Summit Wealth Group's portfolio in Q1 2026, its #23 holding.
  • Summit Wealth Group first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • Summit Wealth Group's Apple position peaked at $10M in Q1 2022.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.