Cascade Wealth Advisors’s Apple AAPL Stock Holding History

Cascade Wealth Advisors’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	$832K	Buy	2,838 +23	+0.8%	+$5.99K	0.37%	34
2025 Q4	$722K	Buy	2,815 +31	+1%	+$8.32K	0.33%	37
2025 Q3	$750K	Sell	2,784 -454	-14%	-$103K	0.37%	32
2025 Q2	$743K	Buy	+3,238	New	+$654K	0.42%	28

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

Cascade Wealth Advisors's AAPL Position: Q1 2026 in Review

Cascade Wealth Advisors increased its Apple (AAPL) stake by 0.82% in Q1 2026, buying an estimated $5.99K and bringing the position to 2,838 shares worth $832K. The position accounts for 0.37% of the portfolio, ranked #34.

Cascade Wealth Advisors first reported a position in AAPL in Q2 2025 and has held it in 4 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Cascade Wealth Advisors held 2,838 shares of Apple worth $832K as of Q1 2026.
Cascade Wealth Advisors bought 23 Apple shares in Q1 2026, an estimated $5.99K.
Apple made up 0.37% of Cascade Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Cascade Wealth Advisors first reported a position in Apple in Q2 2025 and has held it in 4 quarters since.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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