Apple shares owned by Summit Wealth Group
Historical chart of Summit Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 19k | 254.63 |
| 2025-06-30 | $3.9M | 19k | 205.19 |
| 2025-03-31 | $4.5M | 20k | 222.15 |
| 2024-12-31 | $5.3M | 21k | 250.40 |
| 2024-09-30 | $5.9M | 25k | 233.02 |
| 2024-06-30 | $5.3M | 25k | 210.61 |
| 2024-03-31 | $6.6M | 39k | 171.47 |
| 2023-12-31 | $7.8M | 41k | 192.53 |
| 2023-09-30 | $7.0M | 41k | 171.22 |
| 2023-03-31 | $42k | 7.0M | 0.01 |
| 2022-12-31 | $5.6M | 43k | 129.93 |
| 2022-09-30 | $5.6M | 41k | 138.20 |
| 2022-06-30 | $7.9M | 58k | 136.72 |
| 2022-03-31 | $10M | 58k | 174.61 |
| 2021-12-31 | $5.6M | 31k | 177.58 |
| 2020-12-31 | $1.6M | 12k | 132.67 |
| 2020-09-30 | $1.4M | 12k | 115.81 |
| 2020-06-30 | $1.0M | 2.8k | 364.77 |
| 2020-03-31 | $675k | 2.7k | 254.43 |
| 2019-12-31 | $848k | 2.9k | 293.63 |