SEC 13F Intelligence

Pinnacle Wealth Planning Services, Inc. / AAPL

Pinnacle Wealth Planning Services, Inc.’s Apple Inc Position

Does Pinnacle Wealth Planning Services, Inc. own Apple Inc (AAPL)? Yes — 92.1K shares worth $23M (+2.41% of its 13F portfolio) as of Q1 2026, down from 92.9K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
92.1K
% of Portfolio
+2.41%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ3 ’21: $11MQ4 ’21: $14MQ1 ’22: $15MQ1 ’22Q2 ’22: $13MQ3 ’22: $13MQ4 ’22: $12MQ1 ’23: $15MQ1 ’23Q2 ’23: $17MQ3 ’23: $15MQ4 ’23: $17MQ1 ’24: $15MQ1 ’24Q2 ’24: $19MQ3 ’24: $23MQ4 ’24: $19MQ1 ’25: $18MQ1 ’25Q2 ’25: $19MQ3 ’25: $24MQ4 ’25: $25MQ1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202692.1K$23M+2.41%
Q4 202592.9K$25M+2.64%
Q3 202593.8K$24M+2.80%
Q2 202592.5K$19M+2.50%
Q1 202582.4K$18M+2.75%
Q4 202477.8K$19M+2.93%
Q3 202497.2K$23M+3.08%
Q2 202489.2K$19M+2.68%
Q1 202489.3K$15M+2.24%
Q4 202388.1K$17M+2.67%
Q3 202389.1K$15M+2.51%
Q2 202389.5K$17M+2.80%
Q1 202391.8K$15M+2.52%
Q4 202294.0K$12M+2.17%
Q3 202296.1K$13M+2.46%
Q2 202293.0K$13M+2.28%
Q1 202288.1K$15M+2.80%
Q4 202178.3K$14M+2.72%
Q3 202174.5K$11M+2.33%
Q1 202173.3K$9M+2.30%
Q4 202066.8K$9M+2.12%
Q3 202066.0K$8M+2.52%
Q2 202016.7K$6M+1.98%
Q1 202018.1K$5M+2.19%
Q4 201914.2K$4M+1.97%
Q3 201912.6K$3M+1.54%
Q2 20199.1K$2M+1.08%
Q1 20197.7K$1M+0.98%
Q4 20188.0K$2M+1.65%

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