Cadence Wealth Management’s Apple AAPL Stock Holding History

Cadence 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 Q1	$521K	Sell	2,055 -39	-2%	-$10.2K	0.22%	42
2025 Q4	$569K	Sell	2,094 -52	-2%	-$14K	0.27%	35
2025 Q3	$547K	Hold	2,146	–	–	0.29%	38
2025 Q2	$440K	Sell	2,146 -92	-4%	-$18.6K	0.29%	37
2025 Q1	$497K	Sell	2,238 -648	-22%	-$150K	0.37%	31
2024 Q4	$723K	Buy	2,886 +458	+19%	+$108K	0.48%	20
2024 Q3	$566K	Sell	2,428 -450	-16%	-$100K	0.46%	21
2024 Q2	$606K	Hold	2,878	–	–	0.42%	23
2024 Q1	$494K	Buy	2,878 +3	+0.1%	+$545	0.51%	18
2023 Q4	$553K	Sell	2,875 -406	-12%	-$75K	0.43%	18
2023 Q3	$562K	Sell	3,281 -664	-17%	-$122K	0.47%	16
2023 Q2	$765K	Buy	3,945 +228	+6%	+$39.7K	0.74%	11
2023 Q1	$613K	Hold	3,717	–	–	0.62%	10
2022 Q4	$483K	Buy	3,717 +1	+0%	+$143	0.41%	12
2022 Q3	$514K	Sell	3,716 -78	-2%	-$12.2K	0.48%	14
2022 Q2	$519K	Buy	3,794 +212	+6%	+$32.1K	0.54%	14
2022 Q1	$626K	Buy	3,582 +101	+3%	+$17K	0.48%	15
2021 Q4	$618K	Buy	3,481 +6	+0.2%	+$948	0.68%	13
2021 Q3	$492K	Buy	3,475 +44	+1%	+$6.48K	0.56%	18
2021 Q2	$470K	Sell	3,431 -68	-2%	-$8.81K	0.4%	22
2021 Q1	$427K	Buy	+3,499	New	+$449K	0.39%	22

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cadence Wealth Management's AAPL Position: Q1 2026 in Review

Cadence Wealth Management reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $10.2K and leaving 2,055 shares worth $521K. The position accounts for 0.22% of the portfolio, ranked #42.

Cadence Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. The position peaked at $765K in Q2 2023. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Cadence Wealth Management held 2,055 shares of Apple worth $521K as of Q1 2026.
Cadence Wealth Management sold 39 Apple shares in Q1 2026, an estimated $10.2K.
Apple made up 0.22% of Cadence Wealth Management's portfolio in Q1 2026, its #42 holding.
Cadence Wealth Management first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
Cadence Wealth Management's Apple position peaked at $765K in Q2 2023.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.