Creative Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08B | Buy |
12,129,399
+818,817
| +7% | +$213M | 2.09% | 8 |
|
|
2025
Q4 | $3.07B | Buy |
11,310,582
+426,067
| +4% | +$114M | 2.2% | 8 |
|
|
2025
Q3 | $2.77B | Buy |
10,884,515
+709,681
| +7% | +$160M | 2.12% | 8 |
|
|
2025
Q2 | $2.09B | Sell |
10,174,834
-904
| -0% | -$183K | 1.78% | 11 |
|
|
2025
Q1 | $2.26B | Sell |
10,175,738
-119,772
| -1% | -$27.7M | 2.13% | 8 |
|
|
2024
Q4 | $2.58B | Buy |
10,295,510
+680,006
| +7% | +$160M | 2.51% | 7 |
|
|
2024
Q3 | $2.21B | Buy |
9,615,504
+359,995
| +4% | +$80.4M | 2.18% | 7 |
|
|
2024
Q2 | $1.95B | Buy |
9,255,509
+146,152
| +2% | +$27.3M | 2.08% | 8 |
|
|
2024
Q1 | $1.56B | Buy |
9,109,357
+161,273
| +2% | +$29.3M | 1.73% | 14 |
|
|
2023
Q4 | $1.72B | Buy |
8,948,084
+26,530
| +0.3% | +$4.9M | 3.19% | 5 |
|
|
2023
Q3 | $1.53B | Buy |
8,921,554
+210,725
| +2% | +$38.6M | 2.04% | 11 |
|
|
2023
Q2 | $1.69B | Sell |
8,710,829
-104,850
| -1% | -$18.3M | 2.25% | 11 |
|
|
2023
Q1 | $1.45B | Buy |
8,815,679
+51,382
| +0.6% | +$7.58M | 2.09% | 12 |
|
|
2022
Q4 | $1.14B | Buy |
8,764,297
+401,172
| +5% | +$57.3M | 1.71% | 16 |
|
|
2022
Q3 | $1.16B | Sell |
8,363,125
-370,436
| -4% | -$58.1M | 2% | 13 |
|
|
2022
Q2 | $1.19B | Buy |
8,733,561
+1,019,505
| +13% | +$154M | 1.97% | 14 |
|
|
2022
Q1 | $1.35B | Buy |
7,714,056
+476,610
| +7% | +$80.1M | 2.09% | 13 |
|
|
2021
Q4 | $1.29B | Buy |
7,237,446
+2,124
| +0% | +$336K | 2.06% | 13 |
|
|
2021
Q3 | $1.02B | Buy |
7,235,322
+206,844
| +3% | +$30.5M | 1.82% | 14 |
|
|
2021
Q2 | $963M | Sell |
7,028,478
-958,386
| -12% | -$124M | 1.71% | 14 |
|
|
2021
Q1 | $976M | Sell |
7,986,864
-3,985
| -0% | -$512K | 1.97% | 13 |
|
|
2020
Q4 | $1.06B | Sell |
7,990,849
-336,923
| -4% | -$40.5M | 2.33% | 13 |
|
|
2020
Q3 | $964M | Sell |
8,327,772
-147,560
| -2% | -$16.1M | 2.52% | 12 |
|
|
2020
Q2 | $773M | Buy |
8,475,332
+199,712
| +2% | +$15.5M | 2.24% | 11 |
|
|
2020
Q1 | $526M | Sell |
8,275,620
-246,492
| -3% | -$18.1M | 1.87% | 12 |
|
|
2019
Q4 | $626M | Sell |
8,522,112
-128,596
| -1% | -$8.27M | 1.88% | 14 |
|
|
2019
Q3 | $484M | Sell |
8,650,708
-272,632
| -3% | -$14.3M | 1.58% | 15 |
|
|
2019
Q2 | $442M | Sell |
8,923,340
-81,416
| -0.9% | -$3.97M | 1.49% | 17 |
|
|
2019
Q1 | $428M | Sell |
9,004,756
-9,180
| -0.1% | -$389K | 1.54% | 16 |
|
|
2018
Q4 | $355M | Buy |
9,013,936
+421,412
| +5% | +$20.4M | 1.46% | 16 |
|
|
2018
Q3 | $485M | Sell |
8,592,524
-249,140
| -3% | -$13M | 1.8% | 13 |
|
|
2018
Q2 | $409M | Sell |
8,841,664
-542,880
| -6% | -$24.6M | 1.61% | 14 |
|
|
2018
Q1 | $394M | Buy |
9,384,544
+158,932
| +2% | +$6.84M | 1.6% | 14 |
|
|
2017
Q4 | $390M | Sell |
9,225,612
-515,088
| -5% | -$21.5M | 1.68% | 15 |
|
|
2017
Q3 | $375M | Sell |
9,740,700
-6,384
| -0.1% | -$248K | 1.74% | 15 |
|
|
2017
Q2 | $351M | Buy |
9,747,084
+319,760
| +3% | +$11.8M | 1.78% | 14 |
|
|
2017
Q1 | $339M | Buy |
9,427,324
+446,084
| +5% | +$14.7M | 1.85% | 13 |
|
|
2016
Q4 | $260M | Sell |
8,981,240
-147,296
| -2% | -$4.18M | 1.58% | 14 |
|
|
2016
Q3 | $258M | Buy |
9,128,536
+686,016
| +8% | +$18.2M | 1.64% | 14 |
|
|
2016
Q2 | $202M | Buy |
8,442,520
+522,284
| +7% | +$13M | 1.46% | 16 |
|
|
2016
Q1 | $216M | Buy |
7,920,236
+761,900
| +11% | +$19M | 1.68% | 13 |
|
|
2015
Q4 | $188M | Sell |
7,158,336
-284,576
| -4% | -$8.13M | 1.55% | 13 |
|
|
2015
Q3 | $205M | Buy |
7,442,912
+978,368
| +15% | +$28.7M | 1.81% | 12 |
|
|
2015
Q2 | $203M | Buy |
6,464,544
+1,162,368
| +22% | +$37.2M | 1.84% | 14 |
|
|
2015
Q1 | $165M | Buy |
5,302,176
+245,056
| +5% | +$7.4M | 1.55% | 15 |
|
|
2014
Q4 | $140M | Buy |
5,057,120
+1,047,404
| +26% | +$28.5M | 1.45% | 17 |
|
|
2014
Q3 | $101M | Buy |
4,009,716
+401,344
| +11% | +$9.85M | 1.17% | 17 |
|
|
2014
Q2 | $83.8M | Sell |
3,608,372
-113,052
| -3% | -$2.41M | 1.09% | 18 |
|
|
2014
Q1 | $70.7M | Buy |
3,721,424
+133,056
| +4% | +$2.53M | 1.06% | 18 |
|
|
2013
Q4 | $71.9M | Buy |
3,588,368
+509,880
| +17% | +$9.63M | 1.23% | 18 |
|
|
2013
Q3 | $52.4M | Buy |
3,078,488
+143,920
| +5% | +$2.39M | 1.04% | 18 |
|
|
2013
Q2 | $41.6M | Buy |
+2,934,568
| New | +$45.1M | 0.97% | 18 |
|
Other funds holding AAPL
VCM
VPM
Creative Planning's AAPL Position: Q1 2026 in Review
Creative Planning increased its Apple (AAPL) stake by 7.2% in Q1 2026, buying an estimated $213M and bringing the position to 12,129,399 shares worth $3.08B. The position accounts for 2.09% of the portfolio, ranked #8.
Creative Planning first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Creative Planning held 12,129,399 shares of Apple worth $3.08B as of Q1 2026.
- Creative Planning bought 818,817 Apple shares in Q1 2026, an estimated $213M.
- Apple made up 2.09% of Creative Planning's portfolio in Q1 2026, its #8 holding.
- Creative Planning first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.