Apple shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 202k | 254.63 |
| 2025-06-30 | $41M | 200k | 205.17 |
| 2025-03-31 | $45M | 201k | 222.13 |
| 2024-12-31 | $51M | 202k | 250.42 |
| 2024-09-30 | $46M | 198k | 233.00 |
| 2024-06-30 | $23M | 110k | 210.62 |
| 2024-03-31 | $34M | 198k | 171.48 |
| 2023-12-31 | $37M | 193k | 192.53 |
| 2023-09-30 | $33M | 192k | 171.21 |
| 2023-06-30 | $38M | 194k | 193.97 |
| 2022-12-31 | $27M | 211k | 129.93 |
| 2022-09-30 | $34M | 247k | 138.20 |
| 2022-06-30 | $13M | 91k | 136.71 |
| 2022-03-31 | $30M | 172k | 174.61 |
| 2021-12-31 | $31M | 176k | 177.57 |
| 2021-09-30 | $88k | 176k | 0.50 |
| 2021-06-30 | $33M | 243k | 136.96 |
| 2021-03-31 | $26M | 216k | 122.15 |
| 2020-12-31 | $32M | 239k | 132.69 |
| 2020-09-30 | $28M | 242k | 115.81 |
| 2020-06-30 | $21M | 58k | 364.80 |
| 2020-03-31 | $17M | 55k | 315.07 |
| 2019-12-31 | $20M | 62k | 318.24 |
| 2019-09-30 | $10M | 43k | 230.02 |
| 2019-06-30 | $8.1M | 40k | 204.22 |
| 2019-03-31 | $7.4M | 39k | 189.96 |
| 2018-12-31 | $5.4M | 38k | 142.18 |
| 2018-09-30 | $19M | 85k | 225.74 |
| 2018-06-30 | $27M | 138k | 194.82 |
| 2018-03-31 | $11M | 63k | 171.60 |
| 2017-12-31 | $9.6M | 55k | 174.33 |
| 2017-09-30 | $8.2M | 53k | 155.90 |
| 2017-06-30 | $6.3M | 42k | 150.05 |
| 2017-03-31 | $5.3M | 37k | 143.34 |
| 2016-12-31 | $4.7M | 39k | 119.99 |
| 2016-09-30 | $4.6M | 39k | 117.47 |
| 2016-06-30 | $3.4M | 36k | 95.60 |
| 2016-03-31 | $3.5M | 32k | 109.82 |
| 2015-12-31 | $3.2M | 32k | 99.95 |
| 2015-09-30 | $3.5M | 32k | 110.30 |
| 2015-06-30 | $920k | 7.4k | 124.56 |
| 2015-03-31 | $1.1M | 8.7k | 124.45 |