Summit Investment Advisory Services »

Apple shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $316k 1.8k 171.48
2023-12-31 $227k 1.2k 192.53
2023-06-30 $234k 1.2k 193.97

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding Apple

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Apple