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
Q3 		$9.05M Sell
27,162
-307
-1% -$98.6K 5.01% 3
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Cascade Investment Group's AAPL Position: Q3 2026 in Review

Cascade Investment Group reduced its Apple (AAPL) stake by 1.1% in Q3 2026, selling an estimated $98.6K and leaving 27,162 shares worth $9.05M. The position accounts for 5.01% of the portfolio, ranked #3.

Cascade Investment Group first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 721 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cascade Investment Group held 27,162 shares of Apple worth $9.05M as of Q3 2026.
  • Cascade Investment Group sold 307 Apple shares in Q3 2026, an estimated $98.6K.
  • Apple made up 5.01% of Cascade Investment Group's portfolio in Q3 2026, its #3 holding.
  • Cascade Investment Group first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 721 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.