Apple shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 38k | 171.48 |
| 2023-12-31 | $7.7M | 40k | 192.53 |
| 2023-09-30 | $7.1M | 39k | 181.82 |
| 2023-06-30 | $8.0M | 41k | 193.97 |
| 2023-03-31 | $6.6M | 40k | 164.90 |
| 2022-12-31 | $5.4M | 42k | 129.93 |
| 2022-09-30 | $6.0M | 42k | 144.79 |
| 2022-06-30 | $6.5M | 42k | 152.96 |
| 2022-03-31 | $7.2M | 41k | 174.62 |
| 2021-12-31 | $7.5M | 42k | 179.70 |
| 2021-09-30 | $6.0M | 43k | 141.51 |
| 2021-06-30 | $5.8M | 42k | 136.97 |
| 2021-03-31 | $6.0M | 46k | 132.70 |
| 2020-12-31 | $5.3M | 45k | 115.81 |
| 2020-09-30 | $5.4M | 49k | 108.76 |
| 2020-06-30 | $4.8M | 13k | 381.40 |
| 2020-03-31 | $3.4M | 13k | 262.48 |
| 2019-12-31 | $4.5M | 14k | 308.99 |
| 2019-09-30 | $3.5M | 15k | 236.20 |
| 2019-06-30 | $3.0M | 15k | 197.92 |
| 2019-03-31 | $5.0M | 25k | 195.37 |
| 2018-12-31 | $3.5M | 23k | 157.76 |
| 2018-09-30 | $3.3M | 15k | 217.31 |
| 2018-06-30 | $2.5M | 15k | 167.81 |
| 2018-03-31 | $754k | 4.5k | 167.89 |
| 2017-12-31 | $2.5M | 15k | 169.25 |
| 2017-09-30 | $2.4M | 16k | 154.10 |
| 2017-06-30 | $2.4M | 17k | 144.00 |
| 2017-03-31 | $2.4M | 17k | 143.66 |
| 2016-12-31 | $1.8M | 16k | 115.81 |
| 2016-09-30 | $1.8M | 16k | 113.06 |
| 2016-06-30 | $1.9M | 20k | 95.60 |
| 2016-03-31 | $2.8M | 26k | 109.00 |
| 2015-12-31 | $2.5M | 24k | 105.25 |
| 2015-09-30 | $911k | 8.3k | 110.24 |
| 2015-06-30 | $1.0M | 8.4k | 125.33 |
| 2015-03-31 | $1.0M | 8.2k | 126.02 |
| 2014-12-31 | $669k | 6.1k | 110.32 |
More positions owned by Summit Financial Wealth Advisors
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