Summitry LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.3M | Buy |
205,044
+25,522
| +14% | +$7.3M | 1.95% | 17 |
|
|
2026
Q1 | $45.6M | Buy |
179,522
+89,725
| +100% | +$23.4M | 1.61% | 19 |
|
|
2025
Q4 | $24.4M | Sell |
89,797
-48,403
| -35% | -$13M | 1.02% | 35 |
|
|
2025
Q3 | $35.2M | Buy |
138,200
+97,526
| +240% | +$22M | 1.49% | 27 |
|
|
2025
Q2 | $8.35M | Buy |
40,674
+518
| +1% | +$105K | 0.38% | 36 |
|
|
2025
Q1 | $8.92M | Buy |
40,156
+18,461
| +85% | +$4.28M | 0.45% | 34 |
|
|
2024
Q4 | $5.43M | Sell |
21,695
-2,220
| -9% | -$523K | 0.27% | 47 |
|
|
2024
Q3 | $5.57M | Buy |
23,915
+1,564
| +7% | +$349K | 0.27% | 46 |
|
|
2024
Q2 | $4.71M | Buy |
22,351
+725
| +3% | +$135K | 0.24% | 44 |
|
|
2024
Q1 | $3.71M | Sell |
21,626
-5,326
| -20% | -$968K | 0.19% | 53 |
|
|
2023
Q4 | $5.19M | Sell |
26,952
-1,898
| -7% | -$350K | 0.3% | 40 |
|
|
2023
Q3 | $4.94M | Sell |
28,850
-301
| -1% | -$55.2K | 0.32% | 37 |
|
|
2023
Q2 | $5.65M | Sell |
29,151
-1,340
| -4% | -$233K | 0.36% | 36 |
|
|
2023
Q1 | $5.03M | Sell |
30,491
-124
| -0.4% | -$18.3K | 0.34% | 37 |
|
|
2022
Q4 | $3.98M | Sell |
30,615
-159
| -0.5% | -$22.7K | 0.29% | 44 |
|
|
2022
Q3 | $4.25M | Buy |
30,774
+4,906
| +19% | +$770K | 0.32% | 36 |
|
|
2022
Q2 | $3.54M | Sell |
25,868
-1,658
| -6% | -$251K | 0.26% | 37 |
|
|
2022
Q1 | $4.81M | Sell |
27,526
-2,222
| -7% | -$374K | 0.29% | 34 |
|
|
2021
Q4 | $5.28M | Buy |
29,748
+619
| +2% | +$97.8K | 0.31% | 30 |
|
|
2021
Q3 | $4.12M | Sell |
29,129
-912
| -3% | -$134K | 0.26% | 36 |
|
|
2021
Q2 | $4.11M | Sell |
30,041
-3,034
| -9% | -$393K | 0.26% | 41 |
|
|
2021
Q1 | $4.04M | Buy |
33,075
+936
| +3% | +$120K | 0.26% | 41 |
|
|
2020
Q4 | $4.26M | Sell |
32,139
-6,533
| -17% | -$786K | 0.31% | 30 |
|
|
2020
Q3 | $4.48M | Sell |
38,672
-442,588
| -92% | -$48.3M | 0.36% | 30 |
|
|
2020
Q2 | $43.9M | Sell |
481,260
-58,856
| -11% | -$4.56M | 3.63% | 11 |
|
|
2020
Q1 | $34.3M | Buy |
540,116
+3,408
| +0.6% | +$251K | 3.15% | 13 |
|
|
2019
Q4 | $39.4M | Sell |
536,708
-331,632
| -38% | -$21.3M | 3.17% | 16 |
|
|
2019
Q3 | $48.6M | Sell |
868,340
-64,280
| -7% | -$3.36M | 3.84% | 7 |
|
|
2019
Q2 | $46.1M | Sell |
932,620
-52,256
| -5% | -$2.55M | 3.79% | 8 |
|
|
2019
Q1 | $46.8M | Sell |
984,876
-6,924
| -0.7% | -$294K | 4.06% | 7 |
|
|
2018
Q4 | $39.1M | Buy |
991,800
+182,420
| +23% | +$8.84M | 3.82% | 10 |
|
|
2018
Q3 | $45.7M | Sell |
809,380
-13,956
| -2% | -$727K | 3.89% | 7 |
|
|
2018
Q2 | $38.1M | Sell |
823,336
-11,260
| -1% | -$511K | 3.54% | 10 |
|
|
2018
Q1 | $35M | Buy |
834,596
+3,664
| +0.4% | +$158K | 3.23% | 13 |
|
|
2017
Q4 | $35.2M | Sell |
830,932
-126,604
| -13% | -$5.29M | 3.2% | 16 |
|
|
2017
Q3 | $36.9M | Sell |
957,536
-655,280
| -41% | -$25.4M | 3.42% | 12 |
|
|
2017
Q2 | $58.1M | Sell |
1,612,816
-20,988
| -1% | -$776K | 5.53% | 2 |
|
|
2017
Q1 | $58.7M | Sell |
1,633,804
-28,616
| -2% | -$942K | 5.65% | 2 |
|
|
2016
Q4 | $48.1M | Buy |
1,662,420
+6,200
| +0.4% | +$176K | 4.67% | 5 |
|
|
2016
Q3 | $46.8M | Buy |
1,656,220
+4,844
| +0.3% | +$128K | 4.7% | 6 |
|
|
2016
Q2 | $39.5M | Buy |
1,651,376
+28,868
| +2% | +$717K | 4.07% | 9 |
|
|
2016
Q1 | $44.2M | Buy |
1,622,508
+371,496
| +30% | +$9.26M | 4.73% | 6 |
|
|
2015
Q4 | $32.7M | Buy |
1,251,012
+359,004
| +40% | +$10.3M | 3.46% | 13 |
|
|
2015
Q3 | $24.6M | Sell |
892,008
-168
| -0% | -$4.93K | 2.85% | 16 |
|
|
2015
Q2 | $28M | Sell |
892,176
-17,128
| -2% | -$548K | 3.19% | 15 |
|
|
2015
Q1 | $28.3M | Sell |
909,304
-19,028
| -2% | -$575K | 3.31% | 16 |
|
|
2014
Q4 | $25.6M | Buy |
928,332
+9,784
| +1% | +$266K | 2.83% | 15 |
|
|
2014
Q3 | $23.1M | Sell |
918,548
-124,288
| -12% | -$3.05M | 2.87% | 16 |
|
|
2014
Q2 | $24.2M | Sell |
1,042,836
-16,516
| -2% | -$351K | 3.08% | 12 |
|
|
2014
Q1 | $20.3M | Buy |
1,059,352
+53,060
| +5% | +$1.01M | 2.61% | 17 |
|
|
2013
Q4 | $20.2M | Buy |
1,006,292
+62,104
| +7% | +$1.17M | 2.66% | 14 |
|
|
2013
Q3 | $16.1M | Buy |
944,188
+32,844
| +4% | +$545K | 2.44% | 19 |
|
|
2013
Q2 | $12.9M | Buy |
+911,344
| New | +$14M | 2.02% | 25 |
|
Other funds holding AAPL
Summitry LLC's AAPL Position: Q2 2026 in Review
Summitry LLC increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $7.3M and bringing the position to 205,044 shares worth $59.3M. The position accounts for 1.95% of the portfolio, ranked #17.
Summitry LLC first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Summitry LLC held 205,044 shares of Apple worth $59.3M as of Q2 2026.
- Summitry LLC bought 25,522 Apple shares in Q2 2026, an estimated $7.3M.
- Apple made up 1.95% of Summitry LLC's portfolio in Q2 2026, its #17 holding.
- Summitry LLC first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.