Apple shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in Apple
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Quarterly reported holdings in Apple by Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $385k | 1.7k | 233.00 |
| 2024-06-30 | $348k | 1.7k | 210.62 |
| 2023-12-31 | $246k | 1.3k | 192.53 |
| 2023-09-30 | $255k | 1.5k | 171.21 |
| 2023-06-30 | $248k | 1.3k | 193.97 |
| 2023-03-31 | $218k | 1.3k | 164.90 |
| 2022-03-31 | $1.1M | 6.6k | 174.64 |
| 2021-12-31 | $1.1M | 6.2k | 177.58 |
| 2021-09-30 | $884k | 6.2k | 141.55 |
| 2021-06-30 | $863k | 6.3k | 136.96 |
| 2021-03-31 | $691k | 5.7k | 122.08 |
| 2020-12-31 | $717k | 5.4k | 132.65 |
| 2020-09-30 | $586k | 5.1k | 115.88 |
| 2020-06-30 | $453k | 1.2k | 364.73 |
| 2020-03-31 | $316k | 1.2k | 254.43 |
| 2019-12-31 | $394k | 1.3k | 293.59 |
| 2019-09-30 | $283k | 1.3k | 224.25 |
| 2018-06-30 | $1.2M | 6.5k | 185.07 |
| 2018-03-31 | $1.1M | 6.5k | 167.74 |
| 2017-12-31 | $1.1M | 6.4k | 169.20 |
| 2017-09-30 | $993k | 6.4k | 154.14 |
| 2017-06-30 | $914k | 6.3k | 143.98 |
| 2017-03-31 | $898k | 6.2k | 143.73 |
More positions owned by Jacobson & Schmitt Advisors
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