Ownership history in Summa Corp. · 9 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. 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 | REDUCED | 12,749 | -1 | -0.0% | 1.49% | $3.5M | $271.61 |
| 2025 Q3 | REDUCED | 12,750 | -3,902 | -23.4% | 1.43% | $3.2M | $254.15 |
| 2025 Q2 | ADDED | 16,652 | +6,372 | +62.0% | 1.78% | $3.4M | $204.55 |
| 2025 Q1 | REDUCED | 10,280 | -1,211 | -10.5% | 1.32% | $2.3M | $221.17 |
As of 2025 Q4 — sorted by position size