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Jacobsen Capital Management

SEC CIK
0001782491
Latest filing
Jul 29, 2026

AAPL holding history

Apple Inc. in every 13F filed by Jacobsen Capital Management, 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)
34,451
Value
$9.97M
% of portfolio
2.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Jacobsen Capital Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,451$9.97M2.9%+100.0%AddedHolders
Q1 202634,441$8.74M3.0%−19−0.1%ReducedHolders
Q4 202534,460$9.37M3.1%−517−1.5%ReducedHolders
Q3 202534,977$8.91M3.0%+330+1.0%AddedHolders
Q2 202534,647$7.11M2.6%+3,250+10.4%AddedHolders
Q1 202531,397$6.97M3.0%+388+1.3%AddedHolders
Q4 202431,009$7.77M3.3%+369+1.2%AddedHolders
Q3 202430,640$7.14M3.0%−75−0.2%ReducedHolders
Q2 202430,715$6.47M2.9%+1,542+5.3%AddedHolders
Q1 202429,173$5.00M2.3%+480+1.7%AddedHolders
Q4 202328,693$5.52M2.8%−765−2.6%ReducedHolders
Q3 202329,458$5.04M2.7%+5,017+20.5%AddedHolders
Q2 202324,441$4.74M2.4%+1,898+8.4%AddedHolders
Q1 202322,543$3.72M2.0%+1,609+7.7%AddedHolders
Q4 202220,934$2.72M1.4%−2,267−9.8%ReducedHolders
Q3 202223,201$3.21M1.8%−115−0.5%ReducedHolders
Q2 202223,316$3.19M1.7%−4,966−17.6%ReducedHolders
Q1 202228,282$4.94M2.3%+1,312+4.9%AddedHolders
Q4 202126,970$4.79M2.3%−215−0.8%ReducedHolders
Q3 202127,185$3.85M1.9%+503+1.9%AddedHolders
Q2 202126,682$3.65M1.9%+1,073+4.2%AddedHolders
Q1 202125,609$3.13M1.7%––Holders

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