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Summit Wealth Partners’s Apple AAPL Stock Holding History

Summit Wealth Partners’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 		$10.3M Buy
35,521
+532
+2% +$152K 1.46% 20
2026
Q1 		$8.88M Buy
34,989
+18,188
+108% +$4.73M 1.41% 21
2025
Q4 		$4.57M Sell
16,801
-2,232
-12% -$599K 0.84% 33
2025
Q3 		$4.85M Sell
19,033
-393
-2% -$88.8K 0.87% 31
2025
Q2 		$3.99M Sell
19,426
-221
-1% -$44.6K 0.76% 34
2025
Q1 		$4.36M Sell
19,647
-356
-2% -$82.5K 0.89% 25
2024
Q4 		$5.01M Sell
20,003
-30
-0.1% -$7.07K 1.03% 24
2024
Q3 		$4.67M Buy
20,033
+130
+0.7% +$29K 0.9% 25
2024
Q2 		$4.19M Buy
19,903
+920
+5% +$172K 0.87% 30
2024
Q1 		$3.26M Sell
18,983
-341
-2% -$62K 0.69% 35
2023
Q4 		$3.72M Buy
19,324
+93
+0.5% +$17.2K 0.86% 28
2023
Q3 		$3.29M Buy
19,231
+529
+3% +$97K 0.84% 29
2023
Q2 		$3.63M Sell
18,702
-242
-1% -$42.2K 0.91% 28
2023
Q1 		$3.12M Buy
18,944
+371
+2% +$54.7K 0.8% 29
2022
Q4 		$2.41M Sell
18,573
-112
-0.6% -$16K 0.64% 37
2022
Q3 		$2.58M Sell
18,685
-232
-1% -$36.4K 0.73% 36
2022
Q2 		$2.59M Buy
18,917
+3,916
+26% +$593K 0.69% 33
2022
Q1 		$2.62M Buy
15,001
+353
+2% +$59.4K 0.59% 32
2021
Q4 		$2.6M Buy
14,648
+483
+3% +$76.3K 0.56% 32
2021
Q3 		$2M Buy
14,165
+1,046
+8% +$154K 0.47% 33
2021
Q2 		$1.8M Sell
13,119
-42
-0.3% -$5.44K 0.43% 35
2021
Q1 		$1.61M Buy
13,161
+62
+0.5% +$7.96K 0.41% 39
2020
Q4 		$1.74M Buy
13,099
+42
+0.3% +$5.05K 0.47% 32
2020
Q3 		$1.51M Buy
13,057
+141
+1% +$15.4K 0.45% 39
2020
Q2 		$1.18M Buy
12,916
+1,308
+11% +$101K 0.38% 49
2020
Q1 		$738K Buy
11,608
+5,008
+76% +$368K 0.3% 52
2019
Q4 		$484K Buy
+6,600
New +$425K 0.17% 65

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Summit Wealth Partners's AAPL Position: Q2 2026 in Review

Summit Wealth Partners increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $152K and bringing the position to 35,521 shares worth $10.3M. The position accounts for 1.46% of the portfolio, ranked #20.

Summit Wealth Partners first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Wealth Partners held 35,521 shares of Apple worth $10.3M as of Q2 2026.
  • Summit Wealth Partners bought 532 Apple shares in Q2 2026, an estimated $152K.
  • Apple made up 1.46% of Summit Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Summit Wealth Partners first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.