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SUMMIT WEALTH GROUP LLC / CO → AAPL
SUMMIT WEALTH GROUP LLC / CO AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$37.7M
Q3 2026
Peak value
$37.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q4 2025 | $14.6M |
| Q1 2026 | $25M |
| Q2 2026 | $28.3M |
| Q3 2026 | $37.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37.7M | 113.3K | — | — |
| Q2 2026 | $28.3M | 97.8K | — | — |
| Q1 2026 | $25M | 98.4K | — | — |
| Q4 2025 | $14.6M | 53.9K | — | — |
| Q3 2025 | $8.8M | 51.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B