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Livermore
Livermore
ZHEN

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
680,491
Value
$196.9M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026680,491$196.9M2.2%+20,474+3.1%AddedHolders
Q1 2026660,017$167.5M2.1%+128,039+24.1%AddedHolders
Q4 2025531,978$144.6M2.1%−11,798−2.2%ReducedHolders
Q3 2025543,776$138.5M2.1%+36,271+7.1%AddedHolders
Q2 2025507,505$104.1M2.4%+138,851+37.7%AddedHolders
Q1 2025368,654$81.9M2.3%+82,246+28.7%AddedHolders
Q4 2024286,408$71.7M2.5%+31,008+12.1%AddedHolders
Q3 2024255,400$59.5M2.3%+52,208+25.7%AddedHolders
Q2 2024203,192$42.8M2.0%+47,208+30.3%AddedHolders
Q1 2024155,984$26.7M1.6%−12,848−7.6%ReducedHolders
Q4 2023168,832$32.5M2.1%+5,192+3.2%AddedHolders
Q3 2023163,640$28.0M2.1%+17,936+12.3%AddedHolders
Q2 2023145,704$28.3M2.1%+10,510+7.8%AddedHolders
Q1 2023135,194$22.3M1.9%+1,054+0.8%AddedHolders
Q4 2022134,140$17.4M1.6%−14,989−10.1%ReducedHolders
Q3 2022149,129$20.6M2.0%+24,823+20.0%AddedHolders
Q2 2022124,306$17.0M1.6%+3,018+2.5%AddedHolders
Q1 2022121,288$21.2M1.7%+20,181+20.0%AddedHolders
Q4 2021101,107$18.0M1.4%+15,665+18.3%AddedHolders
Q3 202185,442$12.1M1.0%+41,109+92.7%AddedHolders
Q2 202144,333$6.07M0.6%+38,186+621.2%AddedHolders
Q1 20216,147$750.8K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.