Apple shares owned by Summit Financial
Historical chart of Summit Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60M | 255k | 233.00 |
| 2024-06-30 | $43M | 203k | 210.62 |
| 2024-03-31 | $27M | 156k | 171.48 |
| 2023-12-31 | $33M | 169k | 192.53 |
| 2023-09-30 | $28M | 164k | 171.21 |
| 2023-06-30 | $28M | 146k | 193.97 |
| 2023-03-31 | $22M | 135k | 164.90 |
| 2022-12-31 | $17M | 134k | 129.93 |
| 2022-09-30 | $21M | 149k | 138.20 |
| 2022-06-30 | $17M | 124k | 136.72 |
| 2022-03-31 | $21M | 121k | 174.61 |
| 2021-12-31 | $18M | 101k | 177.57 |
| 2021-09-30 | $12M | 85k | 141.50 |
| 2021-06-30 | $6.1M | 44k | 136.96 |
| 2021-03-31 | $751k | 6.1k | 122.15 |
| 2020-12-31 | $774k | 5.8k | 132.69 |