AAPL — AppleInc.

Ownership history in JACOBS & CO/CA · 87 quarters on record

This page tracks every 13F SEC filing in which JACOBS & CO/CA reported a position in AppleInc. (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

6.7% (2023 Q2)

Avg. % of fund

5.0%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

87

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	240,735	-9,457	-3.8%	6.18%	$65.4M	$271.61
2025 Q3	REDUCED	250,192	-4,276	-1.7%	6.09%	$63.7M	$254.15
2025 Q2	ADDED	254,468	+9,163	+3.7%	5.18%	$52.2M	$204.55
2025 Q1	REDUCED	245,305	-3,644	-1.5%	5.81%	$54.5M	$221.17

% of Fund (quarterly) AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%

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