Ownership history in SUMMIT SECURITIES GROUP LLC · 104 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in Apple Inc Common Stock (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 | 26,708 | -90,062 | -77.1% | 0.95% | $7.3M | $271.61 |
| 2025 Q3 | ADDED | 116,770 | +16,770 | +16.8% | 6.14% | $29.7M | $254.15 |
| 2025 Q2 | ADDED | 100,000 | +14,100 | +16.4% | 3.95% | $20.5M | $204.55 |
| 2025 Q1 | REDUCED | 85,900 | -39,100 | -31.3% | 2.99% | $19.1M | $221.17 |
| 2024 Q3 | REDUCED | 125,000 | -3,000 | -2.3% | 7.69% | $29.1M | $231.48 |
| 2024 Q3 | REDUCED | 128,000 | -75,000 | -36.9% | 7.88% | $29.8M | $231.48 |
| 2024 Q2 | ADDED | 203,000 | +2,115 | +1.1% | 8.08% | $42.8M | $209.00 |
| 2024 Q2 | REDUCED | 200,885 | -54,715 | -21.4% | 7.99% | $42.3M | $209.00 |
| 2024 Q1 | ADDED | 255,600 | +205,600 | +411.2% | 7.21% | $43.8M | $169.93 |
| 2024 Q1 | ADDED | 50,000 | +49,517 | +10252.0% | 1.41% | $8.6M | $169.93 |
As of 2025 Q4 — sorted by position size