SEC 13F Intelligence

Jacksonville Wealth Management, LLC / AAPL

Jacksonville Wealth Management, LLC’s Apple Inc Position

Does Jacksonville Wealth Management, LLC own Apple Inc (AAPL)? Yes — 16.6K shares worth $4M (+2.85% of its 13F portfolio) as of Q1 2026, down from 17.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
16.6K
% of Portfolio
+2.85%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.6K$4M+2.85%
Q4 202517.0K$5M+3.27%
Q3 202517.8K$5M+3.34%
Q2 202518.3K$4M+3.01%
Q1 202518.3K$4M+4.00%
Q4 202418.3K$5M+4.29%

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