CIG
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Cascade Investment Group’s Apple AAPL Stock Holding History

Cascade Investment Group’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 		$7.95M Sell
27,469
-213
-0.8% -$60.9K 4.46% 3
2026
Q1 		$7.03M Sell
27,682
-94
-0.3% -$24.5K 4.63% 3
2025
Q4 		$7.55M Sell
27,776
-440
-2% -$118K 5.04% 3
2025
Q3 		$7.18M Sell
28,216
-1,308
-4% -$295K 4.76% 3
2025
Q2 		$6.06M Sell
29,524
-237
-0.8% -$47.9K 4.23% 3
2025
Q1 		$6.61M Sell
29,761
-766
-3% -$177K 5.08% 2
2024
Q4 		$7.64M Buy
30,527
+539
+2% +$127K 5.47% 2
2024
Q3 		$6.99M Sell
29,988
-449
-1% -$100K 5.12% 2
2024
Q2 		$6.41M Sell
30,437
-1,696
-5% -$316K 5% 2
2024
Q1 		$5.51M Sell
32,133
-2,392
-7% -$435K 4.12% 3
2023
Q4 		$6.65M Buy
34,525
+438
+1% +$80.9K 5.36% 2
2023
Q3 		$5.84M Sell
34,087
-801
-2% -$147K 5.5% 2
2023
Q2 		$6.77M Sell
34,888
-292
-0.8% -$50.9K 6.19% 2
2023
Q1 		$5.8M Sell
35,180
-297
-0.8% -$43.8K 5.72% 2
2022
Q4 		$4.61M Buy
+35,477
New +$5.07M 4.8% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cascade Investment Group's AAPL Position: Q2 2026 in Review

Cascade Investment Group reduced its Apple (AAPL) stake by 0.77% in Q2 2026, selling an estimated $60.9K and leaving 27,469 shares worth $7.95M. The position accounts for 4.46% of the portfolio, ranked #3.

Cascade Investment Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cascade Investment Group held 27,469 shares of Apple worth $7.95M as of Q2 2026.
  • Cascade Investment Group sold 213 Apple shares in Q2 2026, an estimated $60.9K.
  • Apple made up 4.46% of Cascade Investment Group's portfolio in Q2 2026, its #3 holding.
  • Cascade Investment Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.