Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 18,605 | +747 | +4.2% | 1.37% | $5.1M | $271.61 |
| 2025 Q3 | REDUCED | 17,858 | -175 | -1.0% | 1.29% | $4.5M | $254.15 |
| 2025 Q2 | REDUCED | 18,033 | -360 | -2.0% | 1.15% | $3.7M | $204.55 |
| 2025 Q1 | REDUCED | 18,393 | -465 | -2.5% | 1.38% | $4.1M | $221.17 |
| 2024 Q4 | REDUCED | 18,858 | -187 | -1.0% | 1.58% | $4.7M | $249.06 |
| 2024 Q3 | REDUCED | 19,045 | -229 | -1.2% | 1.43% | $4.4M | $231.48 |
| 2024 Q2 | REDUCED | 19,274 | -108 | -0.6% | 1.46% | $4.1M | $209.00 |
| 2024 Q1 | REDUCED | 19,382 | -1,041 | -5.1% | 1.16% | $3.3M | $169.93 |
| 2023 Q4 | REDUCED | 20,423 | -799 | -3.8% | 1.51% | $3.9M | $190.55 |
| 2023 Q3 | REDUCED | 21,222 | -92 | -0.4% | 1.56% | $3.6M | $169.23 |
As of 2025 Q4 — sorted by position size