Apple shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Apple
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Quarterly reported holdings in Apple by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 70k | 233.00 |
| 2024-06-30 | $15M | 71k | 210.62 |
| 2024-03-31 | $12M | 71k | 171.48 |
| 2023-09-30 | $12M | 71k | 171.21 |
| 2023-06-30 | $13M | 65k | 193.97 |
| 2023-03-31 | $11M | 64k | 164.90 |
| 2022-12-31 | $8.4M | 65k | 129.93 |
| 2022-09-30 | $9.3M | 67k | 138.20 |
| 2022-06-30 | $8.4M | 62k | 136.71 |
| 2022-03-31 | $11M | 62k | 174.60 |
| 2021-12-31 | $11M | 61k | 177.57 |
| 2021-09-30 | $7.9M | 56k | 141.51 |
| 2021-06-30 | $7.6M | 55k | 136.97 |
| 2021-03-31 | $3.7M | 31k | 122.14 |
| 2020-12-31 | $4.0M | 30k | 132.69 |
| 2020-09-30 | $3.5M | 30k | 115.80 |
| 2020-06-30 | $2.6M | 7.2k | 364.86 |
| 2020-03-31 | $1.9M | 7.4k | 254.30 |
| 2019-12-31 | $2.2M | 7.5k | 293.60 |
| 2019-09-30 | $1.4M | 6.2k | 224.01 |
| 2019-03-31 | $1.2M | 6.5k | 189.94 |
| 2018-12-31 | $1.1M | 6.7k | 157.77 |
| 2018-09-30 | $1.7M | 7.6k | 225.75 |
| 2018-06-30 | $1.2M | 6.4k | 185.14 |
| 2018-03-31 | $1.1M | 6.5k | 167.85 |
| 2017-12-31 | $1.1M | 6.5k | 169.22 |
| 2017-09-30 | $1.1M | 6.9k | 154.10 |
| 2017-06-30 | $985k | 6.8k | 143.98 |
| 2017-03-31 | $1.1M | 7.5k | 143.60 |
| 2016-12-31 | $721k | 6.2k | 115.79 |
| 2016-09-30 | $738k | 6.5k | 113.07 |
| 2016-06-30 | $625k | 6.5k | 95.67 |
| 2016-03-31 | $710k | 6.5k | 109.00 |
| 2015-12-31 | $737k | 7.0k | 105.23 |
| 2015-09-30 | $749k | 6.8k | 110.24 |
| 2015-06-30 | $739k | 5.9k | 125.38 |
| 2015-03-31 | $799k | 6.4k | 124.38 |
| 2014-12-31 | $717k | 6.5k | 110.43 |
More positions owned by Summit Financial Strategies
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