SummitTX Capital’s Apple AAPL Stock Holding History

SummitTX Capital’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
2025 Q3	–	Sell	-5,327	Closed	-$1.09M	–	726
2025 Q2	$1.09M	Sell	5,327 -50,361	-90%	-$10.2M	0.05%	355
2025 Q1	$12.4M	Buy	+55,688	New	+$12.9M	0.53%	30

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SummitTX Capital's AAPL Position: Q3 2025 in Review

SummitTX Capital sold out of Apple (AAPL) in Q3 2025, closing a stake of 5,327 shares — an estimated $1.09M sold.

SummitTX Capital first reported a position in AAPL in Q1 2025 and held it in 2 quarters. The position peaked at $12.4M in Q1 2025. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

SummitTX Capital reported no remaining Apple position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 5,327 Apple shares in Q3 2025, an estimated $1.09M.
SummitTX Capital first reported a position in Apple in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Apple position peaked at $12.4M in Q1 2025.
5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.