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Summit Wealth & Retirement Planning’s Apple AAPL Stock Holding History

Summit Wealth & Retirement Planning’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 		$6.64M Sell
22,956
-1,596
-7% -$457K 1.41% 15
2026
Q1 		$6.23M Sell
24,552
-123
-0.5% -$32K 1.49% 14
2025
Q4 		$6.71M Sell
24,675
-2,954
-11% -$793K 1.58% 13
2025
Q3 		$7.04M Sell
27,629
-635
-2% -$143K 1.73% 13
2025
Q2 		$5.8M Buy
28,264
+87
+0.3% +$17.6K 1.56% 13
2025
Q1 		$6.26M Sell
28,177
-54
-0.2% -$12.5K 1.92% 13
2024
Q4 		$7.07M Buy
28,231
+169
+0.6% +$39.8K 2.19% 13
2024
Q3 		$6.54M Buy
28,062
+5,021
+22% +$1.12M 2.09% 13
2024
Q2 		$4.85M Sell
23,041
-220
-0.9% -$41K 1.65% 16
2024
Q1 		$3.99M Buy
23,261
+8,027
+53% +$1.46M 1.42% 16
2023
Q4 		$2.93M Sell
15,234
-21
-0.1% -$3.88K 1.24% 17
2023
Q3 		$2.61M Buy
15,255
+1,540
+11% +$282K 1.05% 21
2023
Q2 		$2.66M Sell
13,715
-4,802
-26% -$837K 1.05% 21
2023
Q1 		$3.05M Sell
18,517
-1,617
-8% -$239K 1.14% 22
2022
Q4 		$2.62M Sell
20,134
-886
-4% -$127K 1.06% 20
2022
Q3 		$2.9M Buy
21,020
+3,015
+17% +$473K 1.16% 22
2022
Q2 		$2.46M Buy
18,005
+129
+0.7% +$19.5K 0.95% 25
2022
Q1 		$3.12M Sell
17,876
-6,592
-27% -$1.11M 1.1% 21
2021
Q4 		$4.34M Sell
24,468
-1,569
-6% -$248K 1.49% 17
2021
Q3 		$3.68M Sell
26,037
-27
-0.1% -$3.98K 1.35% 21
2021
Q2 		$3.57M Sell
26,064
-3,611
-12% -$468K 1.32% 21
2021
Q1 		$3.63M Sell
29,675
-2,346
-7% -$301K 1.35% 21
2020
Q4 		$4.25M Buy
32,021
+225
+0.7% +$27.1K 1.61% 16
2020
Q3 		$3.68M Buy
31,796
+884
+3% +$96.5K 1.58% 15
2020
Q2 		$2.82M Sell
30,912
-3,336
-10% -$259K 1.32% 21
2020
Q1 		$2.18M Sell
34,248
-1,272
-4% -$93.5K 1.16% 20
2019
Q4 		$2.61M Buy
35,520
+1,240
+4% +$79.8K 1.16% 17
2019
Q3 		$1.92M Sell
34,280
-12,112
-26% -$633K 1.16% 18
2019
Q2 		$2.29M Sell
46,392
-400
-0.9% -$19.5K 1.34% 15
2019
Q1 		$2.22M Buy
+46,792
New +$1.98M 1.32% 16

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 & Retirement Planning's AAPL Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Apple (AAPL) stake by 6.5% in Q2 2026, selling an estimated $457K and leaving 22,956 shares worth $6.64M. The position accounts for 1.41% of the portfolio, ranked #15.

Summit Wealth & Retirement Planning first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.07M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summit Wealth & Retirement Planning held 22,956 shares of Apple worth $6.64M as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 1,596 Apple shares in Q2 2026, an estimated $457K.
  • Apple made up 1.41% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #15 holding.
  • Summit Wealth & Retirement Planning first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Apple position peaked at $7.07M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.