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Creative Planning AAPL Position History
Apple Inc. • Technology
Quarters held
50
Latest value
$12.5M
Q3 2026
Peak value
$4.2B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $62.9M |
| Q3 2025 | $600 |
| Q3 2025 | $13K |
| Q3 2025 | $9K |
| Q3 2025 | $900 |
| Q3 2025 | $239 |
| Q3 2025 | $1K |
| Q3 2025 | $3K |
| Q3 2025 | $4K |
| Q3 2025 | $2K |
| Q3 2025 | $2.7B |
| Q3 2025 | $5K |
| Q3 2025 | $7K |
| Q3 2025 | $7K |
| Q3 2025 | $975 |
| Q3 2025 | $22K |
| Q3 2025 | $13.6M |
| Q4 2025 | $3B |
| Q4 2025 | $66.6M |
| Q4 2025 | $1 |
| Q4 2025 | $3K |
| Q4 2025 | $12.6M |
| Q1 2026 | $60.2M |
| Q1 2026 | $3B |
| Q1 2026 | $51K |
| Q1 2026 | $13.3M |
| Q2 2026 | $65.8M |
| Q2 2026 | $3.5B |
| Q2 2026 | $3K |
| Q2 2026 | $2K |
| Q2 2026 | $8K |
| Q2 2026 | $17K |
| Q2 2026 | $2K |
| Q2 2026 | $5K |
| Q2 2026 | $4K |
| Q2 2026 | $95K |
| Q2 2026 | $53K |
| Q2 2026 | $12.9M |
| Q3 2026 | $72.3M |
| Q3 2026 | $4.2B |
| Q3 2026 | $630 |
| Q3 2026 | $1K |
| Q3 2026 | $2K |
| Q3 2026 | $6K |
| Q3 2026 | $6K |
| Q3 2026 | $246K |
| Q3 2026 | $21K |
| Q3 2026 | $3K |
| Q3 2026 | $1K |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 154.9K | — | — |
| Q3 2026 | $1K | 1.8K | — | — |
| Q3 2026 | $3K | 1.2K | — | — |
| Q3 2026 | $21K | 55.2K | — | — |
| Q3 2026 | $246K | 10.0K | — | — |
| Q3 2026 | $6K | 5.2K | — | — |
| Q3 2026 | $6K | 500 | — | — |
| Q3 2026 | $2K | 2.3K | — | — |
| Q3 2026 | $1K | 1.7K | — | — |
| Q3 2026 | $630 | 1.5K | — | — |
| Q3 2026 | $4.2B | 12.72M | — | — |
| Q3 2026 | $72.3M | 217.2K | — | — |
| Q2 2026 | $12.9M | 155.8K | — | — |
| Q2 2026 | $53K | 49.0K | — | — |
| Q2 2026 | $95K | 10.0K | — | — |
| Q2 2026 | $4K | 1.8K | — | — |
| Q2 2026 | $5K | 3.2K | — | — |
| Q2 2026 | $2K | 3.0K | — | — |
| Q2 2026 | $17K | 2.3K | — | — |
| Q2 2026 | $8K | 1.5K | — | — |
| Q2 2026 | $2K | 1.1K | — | — |
| Q2 2026 | $3K | 5.8K | — | — |
| Q2 2026 | $3.5B | 12.18M | — | — |
| Q2 2026 | $65.8M | 227.3K | — | — |
| Q1 2026 | $13.3M | 162.5K | — | — |
| Q1 2026 | $51K | 41.5K | — | — |
| Q1 2026 | $3B | 11.89M | — | — |
| Q1 2026 | $60.2M | 237.3K | — | — |
| Q4 2025 | $12.6M | 161.8K | — | — |
| Q4 2025 | $3K | 41.5K | — | — |
| Q4 2025 | $1 | 13.9K | — | — |
| Q4 2025 | $66.6M | 245.0K | — | — |
| Q4 2025 | $3B | 11.07M | — | — |
| Q3 2025 | $13.6M | 174.1K | — | — |
| Q3 2025 | $22K | 284 | — | — |
| Q3 2025 | $975 | 2.6K | — | — |
| Q3 2025 | $7K | 12.5K | — | — |
| Q3 2025 | $7K | 3.1K | — | — |
| Q3 2025 | $5K | 5.6K | — | — |
| Q3 2025 | $2.7B | 10.64M | — | — |
| Q3 2025 | $2K | 3.1K | — | — |
| Q3 2025 | $4K | 41.5K | — | — |
| Q3 2025 | $3K | 100 | — | — |
| Q3 2025 | $1K | 11.5K | — | — |
| Q3 2025 | $239 | 5.7K | — | — |
| Q3 2025 | $900 | 1.5K | — | — |
| Q3 2025 | $9K | 7.2K | — | — |
| Q3 2025 | $13K | 15.0K | — | — |
| Q3 2025 | $600 | 1.5K | — | — |
| Q3 2025 | $62.9M | 247.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B