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Summitas Investment Management LLC → AAPL

Summitas Investment Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$1.8M
Q2 2026$2M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M7.1K——
Q2 2026$2M7.1K——
Q1 2026$1.8M7.1K——
Q4 2025$2.2M8.0K——

Other funds holding AAPL

Other Summitas Investment Management LLC positions

VGES

VANGUARD INDEX FDS

$67.4M
VGES

VANGUARD INDEX FDS

$66.3M
VGES

VANGUARD INDEX FDS

$63.3M
VGES

VANGUARD INDEX FDS

$61.5M
GLD

WORLD GOLD TR

$21.8M
GLD

WORLD GOLD TR

$20.4M
GLD

WORLD GOLD TR

$17.1M
GLD

WORLD GOLD TR

$16.6M