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
2024 Q3 REDUCED 114,375 -6,073 -5.0% 5.86% $24.1M $231.48
2024 Q2 ADDED 120,448 +3,913 +3.4% 5.73% $25.5M $209.00
2024 Q1 REDUCED 116,535 -6,149 -5.0% 5.12% $20.0M $169.93
2023 Q4 ADDED 122,684 +13 +0.0% 6.72% $23.6M $190.55
2023 Q3 REDUCED 122,671 -15,683 -11.3% 6.67% $21.0M $169.23
2023 Q2 REDUCED 138,354 -1,215 -0.9% 6.52% $26.8M $191.46
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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