Jacksonville Wealth Management
AAPL icon

Jacksonville Wealth Management’s Apple AAPL Stock Holding History

Jacksonville Wealth Management’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
Q3 		$5.39M Sell
16,192
-129
-0.8% -$41.4K 2.83% 9
2026
Q2 		$4.72M Sell
16,321
-312
-2% -$89.2K 2.67% 9
2026
Q1 		$4.22M Sell
16,633
-360
-2% -$93.7K 2.85% 9
2025
Q4 		$4.62M Sell
16,993
-844
-5% -$227K 3.27% 7
2025
Q3 		$4.54M Sell
17,837
-428
-2% -$96.7K 3.34% 7
2025
Q2 		$3.75M Sell
18,265
-51
-0.3% -$10.3K 3.01% 8
2025
Q1 		$4.07M Sell
18,316
-32
-0.2% -$7.41K 4% 6
2024
Q4 		$4.59M Buy
+18,348
New +$4.32M 4.29% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jacksonville Wealth Management's AAPL Position: Q3 2026 in Review

Jacksonville Wealth Management reduced its Apple (AAPL) stake by 0.79% in Q3 2026, selling an estimated $41.4K and leaving 16,192 shares worth $5.39M. The position accounts for 2.83% of the portfolio, ranked #9.

Jacksonville Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Jacksonville Wealth Management held 16,192 shares of Apple worth $5.39M as of Q3 2026.
  • Jacksonville Wealth Management sold 129 Apple shares in Q3 2026, an estimated $41.4K.
  • Apple made up 2.83% of Jacksonville Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Jacksonville Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.