Apple shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Apple
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Quarterly reported holdings in Apple by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 28k | 254.63 |
| 2025-06-30 | $5.8M | 28k | 205.17 |
| 2025-03-31 | $6.3M | 28k | 222.13 |
| 2024-12-31 | $7.1M | 28k | 250.42 |
| 2024-09-30 | $6.5M | 28k | 233.00 |
| 2024-06-30 | $4.9M | 23k | 210.62 |
| 2024-03-31 | $4.0M | 23k | 171.48 |
| 2023-12-31 | $2.9M | 15k | 192.53 |
| 2023-09-30 | $2.6M | 15k | 171.21 |
| 2023-06-30 | $2.7M | 14k | 193.97 |
| 2023-03-31 | $3.1M | 19k | 164.90 |
| 2022-12-31 | $2.6M | 20k | 129.93 |
| 2022-09-30 | $2.9M | 21k | 138.20 |
| 2022-06-30 | $2.5M | 18k | 136.74 |
| 2022-03-31 | $3.1M | 18k | 174.59 |
| 2021-12-31 | $4.3M | 25k | 177.58 |
| 2021-09-30 | $3.7M | 26k | 141.49 |
| 2021-06-30 | $3.6M | 26k | 136.97 |
| 2021-03-31 | $3.6M | 30k | 122.16 |
| 2020-12-31 | $4.2M | 32k | 132.69 |
| 2020-09-30 | $3.7M | 32k | 115.80 |
| 2020-06-30 | $2.8M | 7.7k | 364.78 |
| 2020-03-31 | $2.2M | 8.6k | 254.26 |
| 2019-12-31 | $2.6M | 8.9k | 293.69 |
| 2019-09-30 | $1.9M | 8.6k | 223.92 |
| 2019-06-30 | $2.3M | 12k | 197.88 |
| 2019-03-31 | $2.2M | 12k | 189.95 |
More positions owned by Summit Wealth & Retirement Planning
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