Summit Financial, LLC’s Apple Inc Position
Does Summit Financial, LLC own Apple Inc (AAPL)? Yes — 660.0K shares worth $168M (+2.13% of its 13F portfolio) as of Q1 2026, up from 532.0K shares the prior filed quarter.
Position Value
$168M
Q1 2026
Shares
660.0K
% of Portfolio
+2.13%
Quarters Held
22
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 660.0K | $168M | +2.13% |
| Q4 2025 | 532.0K | $145M | +2.12% |
| Q3 2025 | 543.8K | $138M | +2.11% |
| Q2 2025 | 507.5K | $104M | +2.35% |
| Q1 2025 | 368.7K | $82M | +2.29% |
| Q4 2024 | 286.4K | $72M | +2.51% |
| Q3 2024 | 255.4K | $60M | +2.33% |
| Q2 2024 | 203.2K | $43M | +1.95% |
| Q1 2024 | 156.0K | $27M | +1.58% |
| Q4 2023 | 168.8K | $33M | +2.12% |
| Q3 2023 | 163.6K | $28M | +2.07% |
| Q2 2023 | 145.7K | $28M | +2.06% |
| Q1 2023 | 135.2K | $22M | +1.95% |
| Q4 2022 | 134.1K | $17M | +1.64% |
| Q3 2022 | 149.1K | $20.6B | +1.95% |
| Q2 2022 | 124.3K | $17.0B | +1.59% |
| Q1 2022 | 121.3K | $21.2B | +1.65% |
| Q4 2021 | 101.1K | $18.0B | +1.37% |
| Q3 2021 | 85.4K | $12.1B | +1.04% |
| Q2 2021 | 44.3K | $6.1B | +0.60% |
| Q1 2021 | 6.1K | $751M | +0.10% |
| Q4 2020 | 5.8K | $774M | +0.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial, LLC’s full portfolio or all institutional holders of AAPL.