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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

AAPL holding history

Apple Inc. in every 13F filed by Jackson Wealth Management, 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)
15,419
Value
$4.46M
% of portfolio
2.6%
Quarters held
21
Since Q1 2021
Holdings of AAPL by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,419$4.46M2.6%−187,864−92.4%ReducedHolders
Q1 2026203,283$51.6M5.3%−1,915−0.9%ReducedHolders
Q4 2025205,198$55.8M5.4%+3,341+1.7%AddedHolders
Q3 2025201,857$51.4M5.1%+2,120+1.1%AddedHolders
Q2 2025199,737$41.0M4.5%−1,564−0.8%ReducedHolders
Q1 2025201,301$44.7M5.4%−1,000−0.5%ReducedHolders
Q4 2024202,301$50.7M5.7%+4,660+2.4%AddedHolders
Q3 2024197,641$46.0M5.5%+87,887+80.1%AddedHolders
Q2 2024109,754$23.1M5.0%−88,207−44.6%ReducedHolders
Q1 2024197,961$33.9M4.2%+4,798+2.5%AddedHolders
Q4 2023193,163$37.2M4.9%+748+0.4%AddedHolders
Q3 2023192,415$32.9M4.7%−1,342−0.7%ReducedHolders
Q2 2023193,757$37.6M5.5%+193,757NewHolders
Q1 20230$00.0%−210,678−100.0%Sold outHolders
Q4 2022210,678$27.4M10.1%−36,349−14.7%ReducedHolders
Q3 2022247,027$34.1M6.7%+155,676+170.4%AddedHolders
Q2 202291,351$12.5M5.8%−80,606−46.9%ReducedHolders
Q1 2022171,957$30.0M4.2%−4,230−2.4%ReducedHolders
Q4 2021176,187$31.3M4.0%+725+0.4%AddedHolders
Q3 2021175,462$88.0K1.1%−67,700−27.8%ReducedHolders
Q2 2021243,162$33.3M4.2%+27,454+12.7%AddedHolders
Q1 2021215,708$26.3M3.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.