Summit Financial Strategies, Inc. / AAPL
Summit Financial Strategies, Inc.’s Apple Inc Position
Does Summit Financial Strategies, Inc. own Apple Inc (AAPL)? Yes — 70.1K shares worth $18M (+1.40% of its 13F portfolio) as of Q1 2026, up from 68.9K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
70.1K
% of Portfolio
+1.40%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 70.1K | $18M | +1.40% |
| Q4 2025 | 68.9K | $19M | +1.54% |
| Q3 2025 | 68.4K | $17M | +1.49% |
| Q2 2025 | 69.5K | $14M | +1.32% |
| Q1 2025 | 69.7K | $15M | +1.56% |
| Q4 2024 | 69.8K | $17M | +1.93% |
| Q3 2024 | 70.3K | $16M | +1.84% |
| Q2 2024 | 70.8K | $15M | +1.85% |
| Q1 2024 | 71.1K | $12M | +1.70% |
| Q4 2023 | 70.6K | $14M | +2.08% |
| Q3 2023 | 71.2K | $12M | +2.32% |
| Q2 2023 | 64.8K | $13M | +2.35% |
| Q1 2023 | 64.1K | $11M | +2.08% |
| Q4 2022 | 64.5K | $8M | +1.81% |
| Q3 2022 | 67.1K | $9M | +2.20% |
| Q2 2022 | 61.7K | $8M | +1.97% |
| Q1 2022 | 61.6K | $11M | +2.16% |
| Q4 2021 | 61.2K | $11M | +2.10% |
| Q3 2021 | 55.5K | $8M | +1.50% |
| Q2 2021 | 55.4K | $8M | +1.50% |
| Q1 2021 | 30.6K | $4M | +1.34% |
| Q4 2020 | 29.8K | $4M | +1.36% |
| Q3 2020 | 29.9K | $3M | +1.41% |
| Q2 2020 | 7.2K | $3M | +1.17% |
| Q1 2020 | 7.4K | $2M | +1.02% |
| Q4 2019 | 7.5K | $2M | +1.08% |
| Q3 2019 | 6.2K | $1M | +0.66% |
| Q1 2019 | 6.5K | $1M | +0.62% |
| Q4 2018 | 6.7K | $1M | +0.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Strategies, Inc.’s full portfolio or all institutional holders of AAPL.