Falcon Wealth Planning’s Apple Inc Position
Does Falcon Wealth Planning own Apple Inc (AAPL)? Yes — 282.2K shares worth $72M (+4.88% of its 13F portfolio) as of Q1 2026, up from 276.2K shares the prior filed quarter.
Position Value
$72M
Q1 2026
Shares
282.2K
% of Portfolio
+4.88%
Quarters Held
22
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 282.2K | $72M | +4.88% |
| Q4 2025 | 276.2K | $75M | +6.32% |
| Q3 2025 | 273.9K | $70M | +6.27% |
| Q2 2025 | 270.2K | $55M | +5.60% |
| Q1 2025 | 272.8K | $61M | +6.73% |
| Q4 2024 | 237.8K | $60M | +6.64% |
| Q3 2024 | 269.4K | $63M | +7.37% |
| Q2 2024 | 268.2K | $56M | +7.34% |
| Q1 2024 | 269.2K | $46M | +7.32% |
| Q4 2023 | 263.7K | $51M | +8.88% |
| Q3 2023 | 258.7K | $44M | +9.60% |
| Q2 2023 | 258.7K | $50M | +11.18% |
| Q1 2023 | 256.5K | $42M | +10.55% |
| Q4 2022 | 254.9K | $33M | +9.49% |
| Q3 2022 | 254.2K | $35M | +11.64% |
| Q2 2022 | 253.5K | $35M | +11.78% |
| Q1 2022 | 253.1K | $44M | +13.83% |
| Q4 2021 | 254.2K | $45M | +14.77% |
| Q3 2021 | 251.3K | $36M | +13.52% |
| Q2 2021 | 249.5K | $34M | +14.60% |
| Q1 2021 | 245.8K | $30M | +14.67% |
| Q4 2020 | 204.8K | $27M | +15.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Falcon Wealth Planning’s full portfolio or all institutional holders of AAPL.