A detailed history of Summit Wealth Group LLC / CO transactions in Apple Inc. stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 51,414 shares of AAPL stock, worth $13.8 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
51,414
Previous 49,891 3.05%
Holding current value
$13.8 Million
Previous $10.2 Billion 14.0%
% of portfolio
2.94%
Previous 2.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$202.38 - $256.87 $308,224 - $391,213
1,523 Added 3.05%
51,414 $8.8 Billion
Q2 2025

Aug 13, 2025

BUY
$172.42 - $223.89 $8.6 Million - $11.2 Million
49,891 New
49,891 $10.2 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.3T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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