Summit Financial Wealth Advisors, LLC / AAPL
Summit Financial Wealth Advisors, LLC’s Apple Inc Position
Does Summit Financial Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 43.9K shares worth $11M (+1.58% of its 13F portfolio) as of Q1 2026, up from 43.6K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
43.9K
% of Portfolio
+1.58%
Quarters Held
29
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 43.9K | $11M | +1.58% |
| Q4 2025 | 43.6K | $12M | +1.70% |
| Q3 2025 | 44.1K | $11M | +1.74% |
| Q1 2025 | 37.6K | $8M | +1.66% |
| Q4 2024 | 37.7K | $9M | +1.68% |
| Q3 2024 | 37.1K | $9M | +1.62% |
| Q2 2024 | 38.3K | $8M | +1.64% |
| Q1 2024 | 38.4K | $7M | +1.33% |
| Q4 2023 | 39.8K | $8M | +1.74% |
| Q3 2023 | 39.0K | $7M | +1.74% |
| Q2 2023 | 41.4K | $8M | +1.85% |
| Q1 2023 | 39.9K | $7M | +1.56% |
| Q4 2022 | 41.6K | $5M | +1.30% |
| Q3 2022 | 41.6K | $6M | +1.73% |
| Q2 2022 | 42.4K | $6M | +1.55% |
| Q1 2022 | 41.3K | $7M | +1.46% |
| Q4 2021 | 41.8K | $8M | +1.46% |
| Q3 2021 | 42.5K | $6M | +1.36% |
| Q2 2021 | 42.4K | $6M | +1.31% |
| Q1 2021 | 45.5K | $6M | +1.54% |
| Q4 2020 | 45.4K | $5M | +1.43% |
| Q3 2020 | 49.3K | $5M | +1.43% |
| Q2 2020 | 12.6K | $5M | +1.28% |
| Q1 2020 | 12.8K | $3M | +1.06% |
| Q4 2019 | 14.4K | $4M | +1.08% |
| Q3 2019 | 14.8K | $4M | +0.86% |
| Q2 2019 | 15.0K | $3M | +0.73% |
| Q1 2019 | 25.4K | $5M | +1.31% |
| Q4 2018 | 22.5K | $4M | +1.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.