SEC 13F Intelligence

Jessup Wealth Management, Inc / AAPL

Jessup Wealth Management, Inc’s Apple Inc Position

Does Jessup Wealth Management, Inc own Apple Inc (AAPL)? Yes88.7K shares worth $23M (+8.22% of its 13F portfolio) as of Q1 2026, down from 95.1K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
88.7K
% of Portfolio
+8.22%
Quarters Held
14
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $17MQ4 ’22Q1 ’23: $24MQ2 ’23: $22MQ2 ’23Q3 ’23: $19MQ4 ’23: $22MQ4 ’23Q1 ’24: $18MQ2 ’24: $21MQ2 ’24Q3 ’24: $22MQ4 ’24: $24MQ4 ’24Q1 ’25: $21MQ2 ’25: $19MQ2 ’25Q3 ’25: $24MQ4 ’25: $26MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.7K$23M+8.22%
Q4 202595.1K$26M+8.55%
Q3 202592.6K$24M+8.78%
Q2 202592.5K$19M+7.62%
Q1 202595.7K$21M+8.94%
Q4 202494.4K$24M+10.08%
Q3 202493.4K$22M+9.98%
Q2 2024101.4K$21M+9.11%
Q1 2024105.0K$18M+7.71%
Q4 2023111.9K$22M+10.76%
Q3 2023112.1K$19M+11.05%
Q2 2023114.3K$22M+11.87%
Q1 2023145.0K$24M+14.17%
Q4 2022131.7K$17M+10.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of AAPL.