Cascade Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.93M | Sell |
17,032
-353
| -2% | -$101K | 2.69% | 2 |
|
|
2026
Q1 | $4.41M | Sell |
17,385
-437
| -2% | -$114K | 2.61% | 1 |
|
|
2025
Q4 | $4.85M | Sell |
17,822
-673
| -4% | -$181K | 2.85% | 1 |
|
|
2025
Q3 | $4.71M | Buy |
18,495
+32
| +0.2% | +$7.23K | 2.85% | 2 |
|
|
2025
Q2 | $3.79M | Sell |
18,463
-612
| -3% | -$124K | 2.43% | 3 |
|
|
2025
Q1 | $4.24M | Sell |
19,075
-350
| -2% | -$81.1K | 2.86% | 1 |
|
|
2024
Q4 | $4.86M | Sell |
19,425
-178
| -0.9% | -$42K | 3.12% | 1 |
|
|
2024
Q3 | $4.57M | Sell |
19,603
-265
| -1% | -$59.2K | 2.91% | 2 |
|
|
2024
Q2 | $4.18M | Sell |
19,868
-760
| -4% | -$142K | 2.82% | 2 |
|
|
2024
Q1 | $3.54M | Sell |
20,628
-1,610
| -7% | -$293K | 2.3% | 2 |
|
|
2023
Q4 | $4.28M | Sell |
22,238
-3,028
| -12% | -$559K | 3.05% | 1 |
|
|
2023
Q3 | $4.33M | Sell |
25,266
-2,183
| -8% | -$400K | 3.42% | 1 |
|
|
2023
Q2 | $5.32M | Buy |
27,449
+105
| +0.4% | +$18.3K | 3.98% | 1 |
|
|
2023
Q1 | $4.51M | Buy |
27,344
+22
| +0.1% | +$3.25K | 3.57% | 1 |
|
|
2022
Q4 | $3.55M | Sell |
27,322
-145
| -0.5% | -$20.7K | 2.96% | 1 |
|
|
2022
Q3 | $4.21M | Sell |
27,467
-120
| -0.4% | -$18.8K | 3.62% | 1 |
|
|
2022
Q2 | $3.77M | Buy |
27,587
+466
| +2% | +$70.6K | 2.96% | 1 |
|
|
2022
Q1 | $4.74M | Sell |
27,121
-3,772
| -12% | -$634K | 2.88% | 1 |
|
|
2021
Q4 | $5.49M | Sell |
30,893
-415
| -1% | -$65.6K | 3.21% | 1 |
|
|
2021
Q3 | $4.43M | Sell |
31,308
-445
| -1% | -$65.5K | 2.89% | 1 |
|
|
2021
Q2 | $4.35M | Sell |
31,753
-1,625
| -5% | -$211K | 2.74% | 1 |
|
|
2021
Q1 | $4.08M | Buy |
33,378
+489
| +1% | +$62.8K | 2.65% | 1 |
|
|
2020
Q4 | $4.36M | Sell |
32,889
-1,978
| -6% | -$238K | 3.2% | 1 |
|
|
2020
Q3 | $4.04M | Sell |
34,867
-3,957
| -10% | -$432K | 3.43% | 1 |
|
|
2020
Q2 | $3.54M | Sell |
38,824
-1,640
| -4% | -$127K | 3.34% | 2 |
|
|
2020
Q1 | $2.57M | Sell |
40,464
-5,680
| -12% | -$418K | 2.84% | 3 |
|
|
2019
Q4 | $3.39M | Sell |
46,144
-74,352
| -62% | -$4.78M | 2.59% | 3 |
|
|
2019
Q3 | $6.75M | Buy |
120,496
+71,924
| +148% | +$3.76M | 5.21% | 1 |
|
|
2019
Q2 | $2.4M | Sell |
48,572
-140
| -0.3% | -$6.82K | 2.04% | 5 |
|
|
2019
Q1 | $2.31M | Buy |
48,712
+140
| +0.3% | +$5.94K | 2.07% | 5 |
|
|
2018
Q4 | $1.92M | Buy |
48,572
+3,340
| +7% | +$162K | 1.94% | 6 |
|
|
2018
Q3 | $2.55M | Sell |
45,232
-300
| -0.7% | -$15.6K | 2.16% | 5 |
|
|
2018
Q2 | $2.11M | Sell |
45,532
-79,780
| -64% | -$3.62M | 1.88% | 5 |
|
|
2018
Q1 | $5.26M | Buy |
125,312
+72,120
| +136% | +$3.1M | 4.14% | 2 |
|
|
2017
Q4 | $2.25M | Sell |
53,192
-440
| -0.8% | -$18.4K | 1.78% | 5 |
|
|
2017
Q3 | $2.07M | Sell |
53,632
-100
| -0.2% | -$3.88K | 1.72% | 6 |
|
|
2017
Q2 | $1.93M | Sell |
53,732
-5,900
| -10% | -$218K | 1.65% | 8 |
|
|
2017
Q1 | $2.14M | Sell |
59,632
-73,100
| -55% | -$2.41M | 1.88% | 6 |
|
|
2016
Q4 | $3.84M | Buy |
+132,732
| New | +$3.76M | 3.27% | 2 |
|
|
2016
Q2 | $1.42M | Buy |
+59,232
| New | +$1.47M | 1.36% | 31 |
|
Other funds holding AAPL
Cascade Investment Advisors's AAPL Position: Q2 2026 in Review
Cascade Investment Advisors reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $101K and leaving 17,032 shares worth $4.93M. The position accounts for 2.69% of the portfolio, ranked #2.
Cascade Investment Advisors first reported a position in AAPL in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.75M in Q3 2019. 2,863 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Cascade Investment Advisors held 17,032 shares of Apple worth $4.93M as of Q2 2026.
- Cascade Investment Advisors sold 353 Apple shares in Q2 2026, an estimated $101K.
- Apple made up 2.69% of Cascade Investment Advisors's portfolio in Q2 2026, its #2 holding.
- Cascade Investment Advisors first reported a position in Apple in Q2 2016 and has held it in 40 quarters since.
- Cascade Investment Advisors's Apple position peaked at $6.75M in Q3 2019.
- 2,863 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.