Jacobson & Schmitt Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $535K | Hold |
1,848
| – | – | 0.09% | 61 |
|
|
2026
Q1 | $469K | Hold |
1,848
| – | – | 0.09% | 57 |
|
|
2025
Q4 | $502K | Sell |
1,848
-14,822
| -89% | -$3.98M | 0.08% | 55 |
|
|
2025
Q3 | $4.24M | Buy |
16,670
+14,963
| +877% | +$3.38M | 0.73% | 36 |
|
|
2025
Q2 | $350K | Buy |
+1,707
| New | +$345K | 0.06% | 60 |
|
|
2025
Q1 | – | Sell |
-1,651
| Closed | -$413K | – | 43 |
|
|
2024
Q4 | $413K | Hold |
1,651
| – | – | 0.08% | 56 |
|
|
2024
Q3 | $385K | Hold |
1,651
| – | – | 0.08% | 56 |
|
|
2024
Q2 | $348K | Buy |
+1,651
| New | +$308K | 0.08% | 54 |
|
|
2024
Q1 | – | Sell |
-1,278
| Closed | -$246K | – | 45 |
|
|
2023
Q4 | $246K | Sell |
1,278
-210
| -14% | -$38.8K | 0.06% | 61 |
|
|
2023
Q3 | $255K | Buy |
1,488
+212
| +17% | +$38.9K | 0.07% | 54 |
|
|
2023
Q2 | $248K | Sell |
1,276
-45
| -3% | -$7.84K | 0.07% | 54 |
|
|
2023
Q1 | $218K | Buy |
+1,321
| New | +$195K | 0.06% | 61 |
|
|
2022
Q2 | – | Sell |
-6,585
| Closed | -$1.15M | – | 54 |
|
|
2022
Q1 | $1.15M | Buy |
6,585
+340
| +5% | +$57.2K | 0.3% | 34 |
|
|
2021
Q4 | $1.11M | Hold |
6,245
| – | – | 0.27% | 35 |
|
|
2021
Q3 | $884K | Sell |
6,245
-56
| -0.9% | -$8.24K | 0.24% | 36 |
|
|
2021
Q2 | $863K | Buy |
6,301
+641
| +11% | +$83.1K | 0.24% | 35 |
|
|
2021
Q1 | $691K | Buy |
5,660
+255
| +5% | +$32.7K | 0.22% | 34 |
|
|
2020
Q4 | $717K | Buy |
5,405
+348
| +7% | +$41.9K | 0.24% | 33 |
|
|
2020
Q3 | $586K | Buy |
5,057
+89
| +2% | +$9.71K | 0.22% | 33 |
|
|
2020
Q2 | $453K | Hold |
4,968
| – | – | 0.19% | 34 |
|
|
2020
Q1 | $316K | Sell |
4,968
-400
| -7% | -$29.4K | 0.18% | 40 |
|
|
2019
Q4 | $394K | Buy |
5,368
+320
| +6% | +$20.6K | 0.2% | 37 |
|
|
2019
Q3 | $283K | Buy |
+5,048
| New | +$264K | 0.16% | 36 |
|
|
2018
Q3 | – | Sell |
-26,088
| Closed | -$1.21M | – | 41 |
|
|
2018
Q2 | $1.21M | Hold |
26,088
| – | – | 0.8% | 29 |
|
|
2018
Q1 | $1.09M | Buy |
26,088
+320
| +1% | +$13.8K | 0.74% | 28 |
|
|
2017
Q4 | $1.09M | Hold |
25,768
| – | – | 0.74% | 27 |
|
|
2017
Q3 | $993K | Buy |
25,768
+376
| +1% | +$14.6K | 0.66% | 30 |
|
|
2017
Q2 | $914K | Buy |
25,392
+400
| +2% | +$14.8K | 0.62% | 29 |
|
|
2017
Q1 | $898K | Buy |
+24,992
| New | +$823K | 0.62% | 29 |
|
Other funds holding AAPL
Jacobson & Schmitt Advisors's AAPL Position: Q2 2026 in Review
Jacobson & Schmitt Advisors held its Apple (AAPL) position steady in Q2 2026 at 1,848 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #61.
Jacobson & Schmitt Advisors first reported a position in AAPL in Q1 2017 and has held it in 29 quarters since. The position peaked at $4.24M in Q3 2025. 6,085 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Jacobson & Schmitt Advisors held 1,848 shares of Apple worth $535K as of Q2 2026.
- Jacobson & Schmitt Advisors left its Apple share count unchanged in Q2 2026.
- Apple made up 0.09% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #61 holding.
- Jacobson & Schmitt Advisors first reported a position in Apple in Q1 2017 and has held it in 29 quarters since.
- Jacobson & Schmitt Advisors's Apple position peaked at $4.24M in Q3 2025.
- 6,085 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.