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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-100
| Closed | -$3.02K | – | 3895 |
|
|
2025
Q3 | $3.02K | Sell |
100
-19,900
| -100% | -$4.5M | ﹤0.01% | 3869 |
|
|
2025
Q2 | $220K | Hold |
20,000
| – | – | ﹤0.01% | 3153 |
|
|
2025
Q1 | $451K | Hold |
20,000
| – | – | ﹤0.01% | 2367 |
|
|
2024
Q4 | $844K | Buy |
+20,000
| New | +$4.71M | ﹤0.01% | 1779 |
|
|
2024
Q3 | – | Sell |
-10,100
| Closed | -$238K | – | 3185 |
|
|
2024
Q2 | $238K | Buy |
10,100
+10,000
| +10,000% | +$1.86M | ﹤0.01% | 2542 |
|
|
2024
Q1 | $628 | Buy |
+100
| New | +$18.2K | ﹤0.01% | 2903 |
|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$2.36K | – | 2745 |
|
|
2023
Q3 | $2.36K | Sell |
1,200
-9,900
| -89% | -$1.82M | ﹤0.01% | 2795 |
|
|
2023
Q2 | $725K | Hold |
11,100
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q1 | $458K | Buy |
11,100
+7,500
| +208% | +$1.11M | ﹤0.01% | 1519 |
|
|
2022
Q4 | $25.4K | Buy |
3,600
+2,700
| +300% | +$386K | ﹤0.01% | 2300 |
|
|
2022
Q3 | $6K | Sell |
900
-700
| -44% | -$110K | ﹤0.01% | 2255 |
|
|
2022
Q2 | $26K | Buy |
1,600
+1,500
| +1,500% | +$227K | ﹤0.01% | 2111 |
|
|
2022
Q1 | $3K | Buy |
+100
| New | +$16.8K | ﹤0.01% | 2271 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$17K | – | 2074 |
|
|
2021
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 2055 |
|
|
2021
Q2 | $15K | Sell |
500
-2,002,600
| -100% | -$259M | ﹤0.01% | 1995 |
|
|
2021
Q1 | $22.2M | Sell |
2,003,100
-772,500
| -28% | -$99.2M | 0.04% | 158 |
|
|
2020
Q4 | $53.5M | Buy |
2,775,600
+1,452,700
| +110% | +$175M | 0.12% | 76 |
|
|
2020
Q3 | $23.4M | Buy |
1,322,900
+170,500
| +15% | +$18.6M | 0.06% | 122 |
|
|
2020
Q2 | $13.7M | Buy |
1,152,400
+974,400
| +547% | +$75.5M | 0.04% | 159 |
|
|
2020
Q1 | $1.67M | Sell |
178,000
-1,010,400
| -85% | -$74.3M | 0.01% | 480 |
|
|
2019
Q4 | $20.7M | Buy |
1,188,400
+214,400
| +22% | +$13.8M | 0.06% | 122 |
|
|
2019
Q3 | $7.22M | Buy |
974,000
+800
| +0.1% | +$41.8K | 0.02% | 236 |
|
|
2019
Q2 | $4.16M | Sell |
973,200
-32,800
| -3% | -$1.6M | 0.01% | 322 |
|
|
2019
Q1 | $4.19M | Buy |
1,006,000
+116,000
| +13% | +$4.92M | 0.02% | 301 |
|
|
2018
Q4 | $1.74M | Buy |
890,000
+94,800
| +12% | +$4.6M | 0.01% | 454 |
|
|
2018
Q3 | $7.25M | Buy |
795,200
+316,400
| +66% | +$16.5M | 0.03% | 212 |
|
|
2018
Q2 | $2.62M | Sell |
478,800
-112,800
| -19% | -$5.12M | 0.01% | 409 |
|
|
2018
Q1 | $3.85M | Sell |
591,600
-250,000
| -30% | -$10.8M | 0.02% | 310 |
|
|
2017
Q4 | $5.06M | Sell |
841,600
-5,200
| -0.6% | -$217K | 0.02% | 243 |
|
|
2017
Q3 | $4M | Sell |
846,800
-12,800
| -1% | -$497K | 0.02% | 281 |
|
|
2017
Q2 | $3M | Sell |
859,600
-63,600
| -7% | -$2.35M | 0.02% | 325 |
|
|
2017
Q1 | $3.51M | Sell |
923,200
-32,800
| -3% | -$1.08M | 0.02% | 280 |
|
|
2016
Q4 | $2.29M | Sell |
956,000
-75,200
| -7% | -$2.13M | 0.01% | 366 |
|
|
2016
Q3 | $2.23M | Buy |
1,031,200
+652,400
| +172% | +$17.3M | 0.01% | 351 |
|
|
2016
Q2 | $335K | Buy |
378,800
+128,400
| +51% | +$3.19M | ﹤0.01% | 972 |
|
|
2016
Q1 | $543K | Sell |
250,400
-613,600
| -71% | -$15.3M | ﹤0.01% | 715 |
|
|
2015
Q4 | $699K | Buy |
864,000
+38,400
| +5% | +$1.1M | 0.01% | 620 |
|
|
2015
Q3 | $1.62M | Buy |
825,600
+193,600
| +31% | +$5.68M | 0.01% | 344 |
|
|
2015
Q2 | $1.87M | Sell |
632,000
-648,800
| -51% | -$20.8M | 0.02% | 307 |
|
|
2015
Q1 | $4.01M | Buy |
1,280,800
+887,200
| +225% | +$26.8M | 0.04% | 172 |
|
|
2014
Q4 | $2.37M | Buy |
393,600
+64,800
| +20% | +$1.76M | 0.02% | 238 |
|
|
2014
Q3 | $1.32M | Sell |
328,800
-7,200
| -2% | -$177K | 0.02% | 327 |
|
|
2014
Q2 | $1.32M | Buy |
336,000
+89,600
| +36% | +$1.91M | 0.02% | 317 |
|
|
2014
Q1 | $403K | Buy |
+246,400
| New | +$4.69M | 0.01% | 714 |
|
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.