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Apple shares owned by Summitas Investment Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Summitas Investment Management from 13F filings

Historical chart of Summitas Investment Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Summitas Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Summitas Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 7.1k 253.79
2025-12-31 $2.2M 8.0k 271.86

More positions owned by Summitas Investment Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Apple (AAPL)

View all positions for Summitas Investment Management

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple