SEC 13F Intelligence

Strategic Planning, Inc. / AAPL

Strategic Planning, Inc.’s Apple Inc Position

Does Strategic Planning, Inc. own Apple Inc (AAPL)? Yes — 80.0K shares worth $20M (+10.19% of its 13F portfolio) as of Q1 2026, down from 80.6K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
80.0K
% of Portfolio
+10.19%
Quarters Held
4
currently held

Position History AAPL

Reported value by quarter
Q2 ’25: $18MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202680.0K$20M+10.19%
Q4 202580.6K$22M+11.80%
Q3 202581.9K$21M+12.07%
Q2 202582.5K$18M+10.34%

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