Jacobsen Capital Management / AAPL
Jacobsen Capital Management’s Apple Inc Position
Does Jacobsen Capital Management own Apple Inc (AAPL)? Yes — 34.4K shares worth $9M (+2.95% of its 13F portfolio) as of Q1 2026, down from 34.5K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
34.4K
% of Portfolio
+2.95%
Quarters Held
27
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 34.4K | $9M | +2.95% |
| Q4 2025 | 34.5K | $9M | +3.06% |
| Q3 2025 | 35.0K | $9M | +3.02% |
| Q2 2025 | 34.6K | $7M | +2.62% |
| Q1 2025 | 31.4K | $7M | +3.03% |
| Q4 2024 | 31.0K | $8M | +3.31% |
| Q3 2024 | 30.6K | $7M | +3.00% |
| Q2 2024 | 30.7K | $6M | +2.89% |
| Q1 2024 | 29.2K | $5M | +2.32% |
| Q4 2023 | 28.7K | $6M | +2.79% |
| Q3 2023 | 29.5K | $5M | +2.74% |
| Q2 2023 | 24.4K | $5M | +2.45% |
| Q1 2023 | 22.5K | $4M | +1.99% |
| Q4 2022 | 20.9K | $2,720 | +1.45% |
| Q3 2022 | 23.2K | $3M | +1.83% |
| Q2 2022 | 23.3K | $3M | +1.70% |
| Q1 2022 | 28.3K | $5M | +2.27% |
| Q4 2021 | 27.0K | $5M | +2.27% |
| Q3 2021 | 27.2K | $4M | +1.94% |
| Q2 2021 | 26.7K | $4M | +1.86% |
| Q1 2021 | 25.6K | $3M | +1.73% |
| Q4 2020 | 27.9K | $4M | +2.19% |
| Q3 2020 | 27.9K | $3M | +2.25% |
| Q2 2020 | 8.7K | $3M | +2.42% |
| Q4 2019 | 9.0K | $3M | +2.64% |
| Q3 2019 | 12.0K | $3M | +2.58% |
| Q2 2019 | 12.7K | $3M | +2.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobsen Capital Management’s full portfolio or all institutional holders of AAPL.