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Summit X LLC’s Apple AAPL Stock Holding History

Summit X LLC’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
2020
Q2 		– Sell
-80,800
Closed -$58K – 213
2020
Q1 		$58K Buy
80,800
+40,800
+102% +$3M 0.03% 177
2019
Q4 		$60K Buy
+40,000
New +$2.57M 0.02% 223
2019
Q2 		– Sell
-13,200
Closed -$20K – 237
2019
Q1 		$20K Buy
+13,200
New +$560K 0.01% 235
2018
Q4 		– Sell
-83,600
Closed -$131K – 205
2018
Q3 		$131K Buy
+83,600
New +$4.35M 0.06% 216
2018
Q1 		– Sell
-420,000
Closed -$426K – 184
2017
Q4 		$426K Buy
+420,000
New +$17.6M 0.27% 113

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit X LLC's AAPL Position: Q3 2025 in Review

Summit X LLC sold out of Apple (AAPL) in Q3 2025, closing a stake of 101,856 shares — an estimated $20.9M sold.

Summit X LLC first reported a position in AAPL in Q2 2017 and held it in 32 quarters. The position peaked at $27.8M in Q4 2024. 5,608 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Summit X LLC reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 101,856 Apple shares in Q3 2025, an estimated $20.9M.
  • Summit X LLC first reported a position in Apple in Q2 2017 and held it in 32 quarters.
  • Summit X LLC's Apple position peaked at $27.8M in Q4 2024.
  • 5,608 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.