Dean Jacobson Financial Services’s Apple AAPL Stock Holding History

Dean Jacobson Financial Services’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$541K	Hold	1,871	–	–	0.3%	10
2026 Q1	$475K	Sell	1,871 -1,100	-37%	-$286K	0.29%	10
2025 Q4	$808K	Buy	2,971 +1,100	+59%	+$295K	0.51%	8
2025 Q3	$476K	Sell	1,871 -50	-3%	-$11.3K	0.35%	8
2025 Q2	$394K	Buy	1,921 +50	+3%	+$10.1K	0.3%	7
2025 Q1	$416K	Sell	1,871 -142	-7%	-$32.9K	0.32%	7
2024 Q4	$504K	Buy	2,013 +56	+3%	+$13.2K	0.39%	6
2024 Q3	$456K	Buy	1,957 +86	+5%	+$19.2K	0.34%	6
2024 Q2	$394K	Hold	1,871	–	–	0.32%	7
2024 Q1	$321K	Sell	1,871 -128	-6%	-$23.3K	0.26%	7
2023 Q4	$385K	Hold	1,999	–	–	0.33%	6
2023 Q3	$342K	Buy	1,999 +108	+6%	+$19.8K	0.32%	9
2023 Q2	$367K	Hold	1,891	–	–	0.33%	6
2023 Q1	$312K	Hold	1,891	–	–	0.29%	5
2022 Q4	$246K	Buy	1,891 +127	+7%	+$18.1K	15.01%	4
2022 Q3	$244K	Hold	1,764	–	–	19.38%	3
2022 Q2	$241K	Sell	1,764 -6	-0.3%	-$909	20.17%	3
2022 Q1	$309K	Hold	1,770	–	–	1.35%	5
2021 Q4	$314K	Buy	+1,770	New	+$280K	0.26%	6

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dean Jacobson Financial Services's AAPL Position: Q2 2026 in Review

Dean Jacobson Financial Services held its Apple (AAPL) position steady in Q2 2026 at 1,871 shares worth $541K. The position accounts for 0.3% of the portfolio, ranked #10.

Dean Jacobson Financial Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $808K in Q4 2025. 6,079 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Dean Jacobson Financial Services held 1,871 shares of Apple worth $541K as of Q2 2026.
Dean Jacobson Financial Services left its Apple share count unchanged in Q2 2026.
Apple made up 0.3% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #10 holding.
Dean Jacobson Financial Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
Dean Jacobson Financial Services's Apple position peaked at $808K in Q4 2025.
6,079 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.