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Jacobsen Capital Management → AAPL

Jacobsen Capital Management AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$11.5M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.4M
Q1 2026$8.7M
Q2 2026$10M
Q3 2026$11.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.5M34.6K——
Q2 2026$10M34.5K——
Q1 2026$8.7M34.4K——
Q4 2025$9.4M34.5K——

Other funds holding AAPL

Other Jacobsen Capital Management positions

VGES

VANGUARD TAX-MANAGED FDS

$63.4M
VGES

VANGUARD TAX-MANAGED FDS

$59.4M
VGES

VANGUARD TAX-MANAGED FDS

$58.9M
VGES

VANGUARD TAX-MANAGED FDS

$56.1M
VGES

VANGUARD INDEX FDS

$52.3M
VGES

VANGUARD INDEX FDS

$49.4M
VGES

VANGUARD INDEX FDS

$49M
VGES

VANGUARD INDEX FDS

$42.1M