SEC 13F Intelligence

Planned Solutions, Inc. / AAPL

Planned Solutions, Inc.’s Apple Inc Position

Does Planned Solutions, Inc. own Apple Inc (AAPL)? Yes — 19.8K shares worth $5M (+1.64% of its 13F portfolio) as of Q1 2026, down from 22.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
19.8K
% of Portfolio
+1.64%
Quarters Held
21
currently held

Position History AAPL

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q4 ’21: $3MQ1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.8K$5M+1.64%
Q4 202522.2K$6M+1.94%
Q3 202519.7K$5M+1.73%
Q2 202518.8K$4M+1.47%
Q1 202512.2K$3M+1.10%
Q4 202417.9K$4M+1.81%
Q3 202420.1K$5M+1.88%
Q2 202416.7K$4M+1.70%
Q1 202416.9K$3M+1.42%
Q4 202315.5K$3M+1.59%
Q2 202315.7K$3M+1.80%
Q1 202315.7K$3M+1.64%
Q4 202216.2K$2M+1.54%
Q3 202216.8K$2M+1.94%
Q2 202218.6K$3M+2.37%
Q1 202220.1K$4M+2.45%
Q4 202118.1K$3M+2.15%
Q2 202115.1K$2M+1.43%
Q1 202115.1K$2M+1.44%
Q4 202016.7K$2M+1.78%
Q3 202017.1K$2M+1.94%

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