Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
AAPL holding history
Apple Inc. in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings
- Shares (Q2 2026)
- 29,050
- Value
- $8.41M
- % of portfolio
- 4.3%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 29,050 | $8.41M | 4.3% | +2,521+9.5% | Added | Holders |
| Q1 2026 | 26,529 | $6.73M | 4.1% | +25,729+3,216.1% | Added | Holders |
| Q4 2025 | 800 | $217.5K | 1.0% | −24,882−96.9% | Reduced | Holders |
| Q3 2025 | 25,682 | $6.54M | 4.0% | +1,576+6.5% | Added | Holders |
| Q2 2025 | 24,106 | $4.95M | 3.4% | +1,236+5.4% | Added | Holders |
| Q1 2025 | 22,870 | $5.08M | 3.8% | +1,104+5.1% | Added | Holders |
| Q4 2024 | 21,766 | $5.45M | 4.0% | – | No prior filing | Holders |