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Summitas Investment Management’s Apple AAPL Stock Holding History

Summitas Investment Management’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 		$2.04M Hold
7,066
– – 1.52% 10
2026
Q1 		$1.79M Sell
7,066
-964
-12% -$251K 1.41% 10
2025
Q4 		$2.18M Buy
+8,030
New +$2.16M 1.64% 9

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

Summitas Investment Management's AAPL Position: Q2 2026 in Review

Summitas Investment Management held its Apple (AAPL) position steady in Q2 2026 at 7,066 shares worth $2.04M. The position accounts for 1.52% of the portfolio, ranked #10.

Summitas Investment Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Summitas Investment Management held 7,066 shares of Apple worth $2.04M as of Q2 2026.
  • Summitas Investment Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.52% of Summitas Investment Management's portfolio in Q2 2026, its #10 holding.
  • Summitas Investment Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Summitas Investment Management's Apple position peaked at $2.18M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Summitas Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.