Stone Summit Wealth LLC / AAPL
Stone Summit Wealth LLC’s Apple Inc Position
Does Stone Summit Wealth LLC own Apple Inc (AAPL)? Yes — 18.0K shares worth $5M (+1.27% of its 13F portfolio) as of Q1 2026, down from 18.6K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
18.0K
% of Portfolio
+1.27%
Quarters Held
18
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.0K | $5M | +1.27% |
| Q4 2025 | 18.6K | $5M | +1.37% |
| Q3 2025 | 17.9K | $5M | +1.29% |
| Q2 2025 | 18.0K | $4M | +1.15% |
| Q1 2025 | 18.4K | $4M | +1.38% |
| Q4 2024 | 18.9K | $5M | +1.58% |
| Q3 2024 | 19.0K | $4M | +1.43% |
| Q2 2024 | 19.3K | $4M | +1.46% |
| Q1 2024 | 19.4K | $3M | +1.16% |
| Q4 2023 | 20.4K | $4M | +1.51% |
| Q3 2023 | 21.2K | $4M | +1.56% |
| Q2 2023 | 21.3K | $4M | +1.71% |
| Q1 2023 | 22.0K | $4M | +1.61% |
| Q4 2022 | 22.7K | $3M | +1.45% |
| Q3 2022 | 23.0K | $3M | +1.95% |
| Q2 2022 | 22.3K | $3M | +1.82% |
| Q1 2022 | 20.2K | $4M | +1.97% |
| Q4 2021 | 17.7K | $3M | +2.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of AAPL.