SEC 13F Intelligence

Creative Planning / AAPL

Creative Planning’s Apple Inc Position

Does Creative Planning own Apple Inc (AAPL)? Yes — 12.13M shares worth $3.1B (+2.09% of its 13F portfolio) as of Q1 2026, up from 11.31M shares the prior filed quarter.

Position Value
$3.1B
Q1 2026
Shares
12.13M
% of Portfolio
+2.09%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $355MQ4 ’18Q1 ’19: $428MQ2 ’19: $442MQ3 ’19: $484MQ4 ’19: $626MQ4 ’19Q1 ’20: $526MQ2 ’20: $773MQ3 ’20: $964MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $976MQ2 ’21: $963MQ3 ’21: $1.0BQ4 ’21: $1.3BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.2BQ3 ’22: $1.2BQ4 ’22: $1.1BQ4 ’22Q1 ’23: $1.5BQ2 ’23: $1.7BQ3 ’23: $1.5BQ4 ’23: $1.7BQ4 ’23Q1 ’24: $1.6BQ2 ’24: $1.9BQ3 ’24: $2.2BQ4 ’24: $2.6BQ4 ’24Q1 ’25: $2.3BQ2 ’25: $2.1BQ3 ’25: $2.8BQ4 ’25: $3.1BQ4 ’25Q1 ’26: $3.1Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.13M$3.1B+2.09%
Q4 202511.31M$3.1B+2.20%
Q3 202510.88M$2.8B+2.12%
Q2 202510.17M$2.1B+1.78%
Q1 202510.18M$2.3B+2.13%
Q4 202410.30M$2.6B+2.51%
Q3 20249.62M$2.2B+2.18%
Q2 20249.26M$1.9B+2.08%
Q1 20249.11M$1.6B+1.73%
Q4 20238.95M$1.7B+3.19%
Q3 20238.92M$1.5B+2.04%
Q2 20238.71M$1.7B+2.25%
Q1 20238.82M$1.5B+2.09%
Q4 20228.76M$1.1B+1.71%
Q3 20228.36M$1.2B+2.00%
Q2 20228.73M$1.2B+1.97%
Q1 20227.71M$1.3B+2.09%
Q4 20217.24M$1.3B+2.06%
Q3 20217.24M$1.0B+1.82%
Q2 20217.03M$963M+1.71%
Q1 20217.99M$976M+1.97%
Q4 20207.99M$1.1B+2.33%
Q3 20208.33M$964M+2.52%
Q2 20202.12M$773M+2.24%
Q1 20202.07M$526M+1.87%
Q4 20192.13M$626M+1.88%
Q3 20192.16M$484M+1.58%
Q2 20192.23M$442M+1.49%
Q1 20192.25M$428M+1.54%
Q4 20182.25M$355M+1.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Creative Planning’s full portfolio or all institutional holders of AAPL.