Apple shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Apple
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Quarterly reported holdings in Apple by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 19k | 254.63 |
| 2025-06-30 | $4.0M | 19k | 205.16 |
| 2025-03-31 | $4.4M | 20k | 222.13 |
| 2024-12-31 | $5.0M | 20k | 250.42 |
| 2024-09-30 | $4.7M | 20k | 233.00 |
| 2024-06-30 | $4.2M | 20k | 210.62 |
| 2024-03-31 | $3.3M | 19k | 171.48 |
| 2023-12-31 | $3.7M | 19k | 192.53 |
| 2023-09-30 | $3.3M | 19k | 171.21 |
| 2023-06-30 | $3.6M | 19k | 193.97 |
| 2023-03-31 | $3.1M | 19k | 164.90 |
| 2022-12-31 | $2.4M | 19k | 129.93 |
| 2022-09-30 | $2.6M | 19k | 138.20 |
| 2022-06-30 | $2.6M | 19k | 136.72 |
| 2022-03-31 | $2.6M | 15k | 174.61 |
| 2021-12-31 | $2.6M | 15k | 177.56 |
| 2021-09-30 | $2.0M | 14k | 141.50 |
| 2021-06-30 | $1.8M | 13k | 136.96 |
| 2021-03-31 | $1.6M | 13k | 122.15 |
| 2020-12-31 | $1.7M | 13k | 132.69 |
| 2020-09-30 | $1.5M | 13k | 115.81 |
| 2020-06-30 | $1.2M | 3.2k | 364.82 |
| 2020-03-31 | $738k | 2.9k | 254.27 |
| 2019-12-31 | $485k | 1.7k | 293.61 |