SEC 13F Intelligence

Summit Global Investments / AAPL

Summit Global Investments’s Apple Inc Position

Does Summit Global Investments own Apple Inc (AAPL)? Yes — 106.6K shares worth $27M (+1.60% of its 13F portfolio) as of Q1 2026, up from 106.5K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
106.6K
% of Portfolio
+1.60%
Quarters Held
28
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $5MQ4 ’19Q1 ’20: $340,000Q2 ’20: $19MQ3 ’20: $15MQ4 ’20: $15MQ4 ’20Q3 ’21: $30MQ4 ’21: $38MQ1 ’22: $28MQ2 ’22: $20MQ2 ’22Q3 ’22: $22MQ4 ’22: $20MQ1 ’23: $25MQ2 ’23: $12MQ2 ’23Q3 ’23: $11MQ4 ’23: $13MQ1 ’24: $12MQ2 ’24: $19MQ2 ’24Q3 ’24: $19MQ4 ’24: $17MQ1 ’25: $9MQ2 ’25: $19MQ2 ’25Q3 ’25: $24MQ4 ’25: $29MQ1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026106.6K$27M+1.60%
Q4 2025106.5K$29M+1.71%
Q3 202594.7K$24M+1.41%
Q2 202595.0K$19M+1.15%
Q1 202542.3K$9M+0.68%
Q4 202467.6K$17M+1.06%
Q3 202481.3K$19M+1.21%
Q2 202489.9K$19M+1.28%
Q1 202470.1K$12M+0.89%
Q4 202366.1K$13M+0.83%
Q3 202362.6K$11M+0.71%
Q2 202360.5K$12M+0.78%
Q1 2023148.9K$25M+1.90%
Q4 2022154.4K$20M+1.69%
Q3 2022160.4K$22M+2.05%
Q2 2022148.2K$20M+1.78%
Q1 2022161.5K$28M+2.08%
Q4 2021216.4K$38M+2.47%
Q3 2021213.6K$30M+2.27%
Q4 2020116.1K$15M+1.54%
Q3 2020130.9K$15M+1.57%
Q2 202052.8K$19M+2.22%
Q1 20201.3K$340,000+0.05%
Q4 201916.2K$5M+0.52%
Q3 201927.7K$6M+0.72%
Q2 201926.8K$5M+0.67%
Q1 201933.9K$6M+0.82%
Q4 201847.2K$7M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Global Investments’s full portfolio or all institutional holders of AAPL.