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Summit Financial Wealth Advisors, LLC → AAPL
Summit Financial Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$15.3M
Q3 2026
Peak value
$15.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.9M |
| Q1 2026 | $11.1M |
| Q2 2026 | $13.4M |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 46.1K | — | — |
| Q2 2026 | $13.4M | 46.3K | — | — |
| Q1 2026 | $11.1M | 43.9K | — | — |
| Q4 2025 | $11.9M | 43.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B