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 | $50.6K | Sell |
41,500
-13,900
| -25% | -$3.62M | ﹤0.01% | 3983 |
|
|
2025
Q4 | $3.32K | Sell |
55,400
-55,400
| -50% | -$14.9M | ﹤0.01% | 3881 |
|
|
2025
Q3 | $52.2K | Buy |
110,800
+600
| +0.5% | +$136K | ﹤0.01% | 3753 |
|
|
2025
Q2 | $626K | Buy |
110,200
+75,300
| +216% | +$15.2M | ﹤0.01% | 2263 |
|
|
2025
Q1 | $142K | Sell |
34,900
-400
| -1% | -$92.7K | ﹤0.01% | 3174 |
|
|
2024
Q4 | $3.75K | Buy |
+35,300
| New | +$8.32M | ﹤0.01% | 3422 |
|
|
2024
Q3 | – | Sell |
-144,100
| Closed | -$93.7K | – | 3186 |
|
|
2024
Q2 | $93.7K | Buy |
144,100
+13,800
| +11% | +$2.57M | ﹤0.01% | 2848 |
|
|
2024
Q1 | $367K | Sell |
130,300
-4,700
| -3% | -$855K | ﹤0.01% | 2091 |
|
|
2023
Q4 | $97.2K | Sell |
135,000
-12,800
| -9% | -$2.36M | ﹤0.01% | 2575 |
|
|
2023
Q3 | $327K | Sell |
147,800
-53,500
| -27% | -$9.81M | ﹤0.01% | 1856 |
|
|
2023
Q2 | $64.2K | Sell |
201,300
-65,100
| -24% | -$11.3M | ﹤0.01% | 2413 |
|
|
2023
Q1 | $314K | Sell |
266,400
-57,600
| -18% | -$8.5M | ﹤0.01% | 1791 |
|
|
2022
Q4 | $3.49M | Buy |
324,000
+35,500
| +12% | +$5.07M | 0.01% | 575 |
|
|
2022
Q3 | $2.76M | Buy |
288,500
+7,500
| +3% | +$1.18M | ﹤0.01% | 593 |
|
|
2022
Q2 | $1.9M | Sell |
281,000
-3,400
| -1% | -$515K | ﹤0.01% | 731 |
|
|
2022
Q1 | $146K | Buy |
+284,400
| New | +$47.8M | ﹤0.01% | 1939 |
|
|
2021
Q4 | – | Sell |
-71,600
| Closed | -$156K | – | 2075 |
|
|
2021
Q3 | $156K | Sell |
71,600
-226,800
| -76% | -$33.4M | ﹤0.01% | 1895 |
|
|
2021
Q2 | $74K | Sell |
298,400
-264,800
| -47% | -$34.3M | ﹤0.01% | 1903 |
|
|
2021
Q1 | $380K | Sell |
563,200
-17,900
| -3% | -$2.3M | ﹤0.01% | 1626 |
|
|
2020
Q4 | $501K | Buy |
581,100
+103,800
| +22% | +$12.5M | ﹤0.01% | 1308 |
|
|
2020
Q3 | $1.1M | Buy |
477,300
+130,500
| +38% | +$14.2M | ﹤0.01% | 759 |
|
|
2020
Q2 | $279K | Buy |
346,800
+13,200
| +4% | +$1.02M | ﹤0.01% | 1356 |
|
|
2020
Q1 | $2.37M | Buy |
333,600
+255,200
| +326% | +$18.8M | 0.01% | 383 |
|
|
2019
Q4 | $26K | Buy |
78,400
+60,800
| +345% | +$3.91M | ﹤0.01% | 1859 |
|
|
2019
Q3 | $4K | Buy |
17,600
+8,000
| +83% | +$418K | ﹤0.01% | 1928 |
|
|
2019
Q2 | $7K | Sell |
9,600
-99,600
| -91% | -$4.85M | ﹤0.01% | 1948 |
|
|
2019
Q1 | $217K | Sell |
109,200
-154,800
| -59% | -$6.57M | ﹤0.01% | 1530 |
|
|
2018
Q4 | $2.51M | Sell |
264,000
-118,400
| -31% | -$5.74M | 0.01% | 375 |
|
|
2018
Q3 | $333K | Buy |
382,400
+369,200
| +2,797% | +$19.2M | ﹤0.01% | 1333 |
|
|
2018
Q2 | $6K | Sell |
13,200
-36,800
| -74% | -$1.67M | ﹤0.01% | 1971 |
|
|
2018
Q1 | $17K | Buy |
50,000
+4,000
| +9% | +$172K | ﹤0.01% | 1904 |
|
|
2017
Q4 | $23K | Sell |
46,000
-39,200
| -46% | -$1.64M | ﹤0.01% | 1847 |
|
|
2017
Q3 | $3K | Sell |
85,200
-37,600
| -31% | -$1.46M | ﹤0.01% | 1871 |
|
|
2017
Q2 | $37K | Buy |
122,800
+62,400
| +103% | +$2.31M | ﹤0.01% | 2746 |
|
|
2017
Q1 | $8K | Sell |
60,400
-117,600
| -66% | -$3.87M | ﹤0.01% | 3699 |
|
|
2016
Q4 | $38K | Buy |
178,000
+75,600
| +74% | +$2.14M | ﹤0.01% | 2602 |
|
|
2016
Q3 | $9K | Buy |
102,400
+13,600
| +15% | +$360K | ﹤0.01% | 3565 |
|
|
2016
Q2 | $29K | Buy |
88,800
+72,800
| +455% | +$1.81M | ﹤0.01% | 2512 |
|
|
2016
Q1 | $4K | Sell |
16,000
-191,200
| -92% | -$4.76M | ﹤0.01% | 3664 |
|
|
2015
Q4 | $338K | Buy |
+207,200
| New | +$5.92M | ﹤0.01% | 934 |
|
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$1K | – | 1109 |
|
|
2015
Q1 | $1K | Buy |
+4,000
| New | +$121K | ﹤0.01% | 3991 |
|
|
2014
Q2 | – | Sell |
-14,000
| Closed | -$5K | – | 3750 |
|
|
2014
Q1 | $5K | Buy |
+14,000
| New | +$266K | ﹤0.01% | 3052 |
|
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.