Ownership history in Summit Financial, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in APPLE INC COM (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 | 531,978 | -11,798 | -2.2% | 2.12% | $144.6M | $271.61 |
| 2025 Q3 | ADDED | 543,776 | +36,271 | +7.1% | 2.11% | $138.5M | $254.15 |
| 2025 Q2 | ADDED | 507,505 | +138,851 | +37.7% | 2.35% | $104.1M | $204.55 |
| 2025 Q1 | ADDED | 368,654 | +82,246 | +28.7% | 2.29% | $81.9M | $221.17 |
| 2024 Q4 | ADDED | 286,408 | +31,008 | +12.1% | 2.51% | $71.7M | $249.06 |
| 2024 Q3 | ADDED | 255,400 | +52,208 | +25.7% | 2.33% | $59.5M | $231.48 |
| 2024 Q2 | ADDED | 203,192 | +47,208 | +30.3% | 1.95% | $42.8M | $209.00 |
| 2024 Q1 | REDUCED | 155,984 | -12,848 | -7.6% | 1.58% | $26.7M | $169.93 |
| 2023 Q4 | ADDED | 168,832 | +5,192 | +3.2% | 2.12% | $32.5M | $190.55 |
| 2023 Q3 | ADDED | 163,640 | +17,936 | +12.3% | 2.07% | $28.0M | $169.23 |
As of 2025 Q4 — sorted by position size