AAPL — APPLE INC

Ownership history in Summit X, LLC · 39 quarters on record

This page tracks every 13F SEC filing in which Summit X, 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.

Peak position

6.72% (2023 Q4)

Avg. % of fund

3.9%

First filed

2017 Q2

Last filed

2025 Q3

Quarters held

39

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	101,856	—	0%	3.90%	$20.9M	$254.15
2025 Q2	REDUCED	101,856	-3,139	-3.0%	3.90%	$20.9M	$204.55
2025 Q1	REDUCED	104,995	-6,121	-5.5%	4.90%	$23.3M	$221.17
2024 Q4	REDUCED	111,116	-3,259	-2.8%	6.17%	$27.8M	$249.06

% of Fund (quarterly) AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%

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