Apple shares owned by Creative Planning
Historical chart of Creative Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7B | 9.1M | 192.53 |
| 2023-09-30 | $1.6B | 9.1M | 171.21 |
| 2023-06-30 | $4.7M | 8.9M | 0.53 |
| 2023-03-31 | $1.5B | 9.1M | 164.90 |
| 2022-12-31 | $1.2B | 9.1M | 129.93 |
| 2022-09-30 | $24M | 8.7M | 2.73 |
| 2022-06-30 | $1.2B | 9.0M | 136.72 |
| 2022-03-31 | $240M | 8.0M | 30.00 |
| 2021-12-31 | $1.3B | 7.2M | 177.57 |
| 2021-09-30 | $1.8M | 7.3M | 0.25 |
| 2021-06-30 | $1.8M | 7.3M | 0.25 |
| 2021-03-31 | $1.3B | 11M | 122.17 |
| 2020-12-31 | $1.5B | 11M | 132.54 |
| 2020-09-30 | $1.2B | 10M | 115.81 |
| 2020-06-30 | $911M | 2.5M | 365.33 |
| 2020-03-31 | $559M | 2.2M | 254.29 |
| 2019-12-31 | $719M | 2.4M | 293.65 |
| 2019-09-30 | $540M | 2.4M | 223.97 |
| 2019-06-30 | $490M | 2.5M | 197.92 |
| 2019-03-31 | $480M | 2.5M | 189.61 |
| 2018-12-31 | $0 | 2.5M | 0.00 |
| 2018-09-30 | $147M | 2.4M | 60.00 |
| 2018-06-30 | $432M | 2.3M | 185.11 |
| 2018-03-31 | $55M | 2.5M | 22.00 |
| 2017-12-31 | $428M | 2.5M | 169.22 |
| 2017-09-30 | $411M | 2.7M | 154.08 |
| 2017-06-30 | $386M | 2.7M | 144.02 |
| 2017-03-31 | $364M | 2.6M | 140.00 |
| 2016-12-31 | $293M | 2.5M | 115.82 |
| 2016-09-30 | $290M | 2.6M | 113.05 |
| 2016-06-30 | $215M | 2.2M | 96.67 |
| 2016-03-31 | $223M | 2.0M | 108.99 |
| 2015-12-31 | $217M | 2.1M | 105.26 |
| 2015-09-30 | $0 | 2.1M | 0.00 |
| 2015-06-30 | $223M | 1.8M | 125.43 |
| 2015-03-31 | $205M | 1.6M | 124.43 |
| 2014-12-31 | $150M | 1.4M | 110.38 |
| 2014-09-30 | $109M | 1.1M | 100.75 |
| 2014-06-30 | $4.2M | 986k | 4.29 |
| 2014-03-31 | $76M | 142k | 536.74 |
| 2013-12-31 | $72M | 128k | 561.02 |
| 2013-09-30 | $52M | 110k | 476.75 |
| 2013-06-30 | $42M | 105k | 396.53 |
| 2012-12-31 | $45M | 85k | 532.17 |
| 2012-09-30 | $42M | 63k | 667.09 |
| 2012-06-30 | $26M | 44k | 583.99 |
| 2011-12-31 | $8.4M | 21k | 404.98 |