SEC 13F Intelligence

Asset Planning,Inc / AAPL

Asset Planning,Inc’s Apple Inc Position

Does Asset Planning,Inc own Apple Inc (AAPL)? Yes — 31.0K shares worth $8M (+5.59% of its 13F portfolio) as of Q1 2026, down from 31.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
31.0K
% of Portfolio
+5.59%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.0K$8M+5.59%
Q4 202531.0K$8M+5.93%
Q3 202531.4K$8M+5.78%
Q2 202531.4K$6M+4.85%
Q1 202532.2K$7M+5.61%
Q4 202432.3K$8M+6.16%

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