Cascade Financial Partners’s Apple AAPL Stock Holding History

Cascade Financial Partners’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 Q2	$54.5M	Sell	188,477 -1,303	-0.7%	-$373K	4.74%	2
2026 Q1	$48.2M	Sell	189,780 -3,474	-2%	-$904K	4.96%	2
2025 Q4	$52.5M	Sell	193,254 -8,939	-4%	-$2.4M	5.33%	2
2025 Q3	$51.5M	Sell	202,193 -992	-0.5%	-$224K	5.9%	2
2025 Q2	$41.7M	Buy	203,185 +8,453	+4%	+$1.71M	5.01%	2
2025 Q1	$43.3M	Buy	194,732 +6,801	+4%	+$1.58M	5.45%	2
2024 Q4	$47.1M	Buy	187,931 +942	+0.5%	+$222K	6.13%	2
2024 Q3	$44.1M	Sell	186,989 -1,795	-1%	-$401K	5.53%	2
2024 Q2	$39.8M	Sell	188,784 -357	-0.2%	-$66.6K	5.23%	2
2024 Q1	$33.4M	Buy	+189,141	New	+$34.4M	4.81%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cascade Financial Partners's AAPL Position: Q2 2026 in Review

Cascade Financial Partners reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $373K and leaving 188,477 shares worth $54.5M. The position accounts for 4.74% of the portfolio, ranked #2.

Cascade Financial Partners first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Cascade Financial Partners held 188,477 shares of Apple worth $54.5M as of Q2 2026.
Cascade Financial Partners sold 1,303 Apple shares in Q2 2026, an estimated $373K.
Apple made up 4.74% of Cascade Financial Partners's portfolio in Q2 2026, its #2 holding.
Cascade Financial Partners first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.