Summit Asset Management, LLC Sells in Q2 2025

Summit Asset Management, LLC

  • $605 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
-126
- 5.68%
$3478.38 - $3880.15 $438K - $489K
2.09K $7.76M
XOM
Exxon Mobil Corp

Energy
-1.57K
- 5.87%
$99.93 - $119.04 $157K - $187K
25.1K $2.71M
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 5.91%
$157.66 - $172.39 $180K - $197K
18.2K $2.89M
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 7.75%
$146.36 - $159.82 $177K - $193K
14.4K $2.2M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.45K
- 21.66%
$145.91 - $168.0 $212K - $244K
5.24K $776K
BMY
Bristol Myers Squibb CO

Healthcare
-3.04K
- 31.3%
$44.12 - $59.6 $134K - $181K
6.66K $308K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.87K
- 30.09%
$47.46 - $55.3 $184K - $214K
8.99K $495K
UNP
Union Pacific Corp

Industrials
-701
- 9.43%
$208.27 - $238.46 $146K - $167K
6.74K $1.55M
PSA
Public Storage

Real Estate
-573
- 39.99%
$266.31 - $309.77 $153K - $177K
860 $252K
PEP
Pepsico Inc

Consumer Defensive
-218
- 2.94%
$128.02 - $151.37 $27.9K - $33K
7.2K $950K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-5.56K
- 21.31%
$23.03 - $23.59 $128K - $131K
20.5K $484K
FDX
Fedex Corp

Industrials
-7
- 0.09%
$198.07 - $245.17 $1.39K - $1.72K
7.85K $1.79M
V
Visa Inc.

Financial Services
-324
- 5.77%
$308.27 - $373.31 $99.9K - $121K
5.29K $1.88M
WM
Waste Management Inc

Industrials
-362
- 20.6%
$216.47 - $242.1 $78.4K - $87.6K
1.4K $319K
NEE
Nextera Energy Inc

Utilities
-961
- 6.88%
$64.11 - $75.0 $61.6K - $72.1K
13K $902K
KO
Coca Cola CO

Consumer Defensive
-963
- 4.36%
$68.37 - $73.9 $65.8K - $71.2K
21.1K $1.49M
MRK
Merck & Co., Inc.

Healthcare
-200
- 3.05%
$73.47 - $87.12 $14.7K - $17.4K
6.37K $504K
LLY
Eli Lilly & CO

Healthcare
-14
- 0.99%
$713.71 - $898.95 $9.99K - $12.6K
1.39K $1.09M
D
Dominion Energy, Inc

Utilities
-1.22K
- 24.53%
$49.66 - $58.0 $60.3K - $70.5K
3.74K $211K
UPS
United Parcel Service Inc

Industrials
-200
- 4.97%
$91.92 - $110.2 $18.4K - $22K
3.83K $386K
TJX
Tjx Companies Inc

Consumer Cyclical
-625
- 4.18%
$119.13 - $135.03 $74.5K - $84.4K
14.3K $1.77M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.64K
- 13.33%
$24.19 - $24.45 $39.6K - $40K
10.6K $259K
VTV
Vanguard Value ETF

ETFs
-200
- 7.5%
$153.67 - $176.74 $30.7K - $35.3K
2.47K $435K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-246
- 4.73%
$63.54 - $68.5 $15.6K - $16.9K
4.95K $334K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-279
- 3.99%
$50.1 - $51.02 $14K - $14.2K
6.72K $342K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-260
- 5.81%
$65.1 - $75.98 $16.9K - $19.8K
4.22K $320K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-960
- 8.29%
$32.77 - $36.44 $31.5K - $35K
10.6K $387K
ILCG
Ishares Morningstar Growth ETF
-800
- 8.81%
N/A
8.29K $0
MMM
3 M CO

Industrials
-84
- 2.91%
$126.09 - $154.15 $10.6K - $12.9K
2.8K $425K
ABT
Abbott Laboratories

Healthcare
-25
- 0.64%
$123.95 - $138.08 $3.1K - $3.45K
3.89K $529K
VO
Vanguard Mid Cap ETF

ETFs
-40
- 3.99%
$228.54 - $279.83 $9.14K - $11.2K
962 $269K
IVE
Ishares S&P 500 Value ETF

ETFs
-53
- 1.18%
$168.34 - $195.42 $8.92K - $10.4K
4.43K $864K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-52
- 0.47%
$51.16 - $62.02 $2.66K - $3.23K
11K $679K
IVW
Ishares S&P 500 Growth ETF

ETFs
-51
- 1.09%
$82.96 - $110.1 $4.23K - $5.62K
4.65K $511K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-25
- 0.19%
$40.94 - $52.1 $1.02K - $1.3K
13.1K $681K
SCHW
Schwab Charles Corp

Financial Services
-600
- 4.76%
$69.06 - $91.24 $41.4K - $54.7K
12K $1.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.15K
- 3.91%
$62.73 - $78.42 $72.1K - $90.2K
28.3K $2.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-69
- 2.15%
$496.48 - $617.85 $34.3K - $42.6K
3.15K $1.94M
HEFA
Ishares Currency Hedged Msci E

ETFs
-604
- 0.44%
$32.11 - $38.21 $19.4K - $23.1K
136K $5.16M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-127
- 0.97%
$376.48 - $440.65 $47.8K - $56K
13K $5.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 0.58%
$416.06 - $551.64 $9.15K - $12.1K
3.75K $2.07M
TCHP
T Rowe Price Exchange Traded F

Technology
-2.1K
- 3.61%
$34.07 - $45.35 $71.5K - $95.2K
56K $2.54M
WMT
Walmart Inc.

Consumer Defensive
-458
- 0.94%
$81.79 - $99.98 $37.5K - $45.8K
48.5K $4.74M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-276
- 0.47%
$63.36 - $80.23 $17.5K - $22.1K
59K $4.73M
AMZN
Amazon Com Inc

Consumer Cyclical
-102
- 0.28%
$167.32 - $223.3 $17.1K - $22.8K
35.9K $7.89M
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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