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Jacksonville Wealth Management, LLC → AAPL

Jacksonville Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q4 2025$4.6M
Q1 2026$4.2M
Q2 2026$4.7M
Q3 2026$5.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.4M16.2K——
Q2 2026$4.7M16.3K——
Q1 2026$4.2M16.6K——
Q4 2025$4.6M17.0K——
Q3 2025$4.5M17.8K——

Other funds holding AAPL

Other Jacksonville Wealth Management, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$25.3M
SPY

STATE STR SPDR S&P 500 ETF T

$22.6M
QQQ

INVESCO QQQ TR

$19M
SPY

STATE STR SPDR S&P 500 ETF T

$18.7M
SPY

SPDR S&P 500 ETF TR

$17.7M
QQQ

INVESCO QQQ TR

$17.6M
SPY

SPDR S&P 500 ETF TR

$16.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$16.5M