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Cascades Capital Asset Management’s Apple AAPL Stock Holding History

Cascades Capital Asset Management’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 		$11.1M Buy
43,769
+236
+0.5% +$61.4K 4.66% 4
2025
Q4 		$11.8M Sell
43,533
-549
-1% -$147K 4.95% 5
2025
Q3 		$11.2M Buy
44,082
+83
+0.2% +$18.8K 4.94% 5
2025
Q2 		$9.03M Sell
43,999
-2,659
-6% -$537K 4.64% 5
2025
Q1 		$10.4M Sell
46,658
-386
-0.8% -$89.4K 5.59% 4
2024
Q4 		$11.8M Sell
47,044
-221
-0.5% -$52.1K 6.28% 5
2024
Q3 		$11M Buy
+47,265
New +$10.6M 6.07% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cascades Capital Asset Management's AAPL Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Apple (AAPL) stake by 0.54% in Q1 2026, buying an estimated $61.4K and bringing the position to 43,769 shares worth $11.1M. The position accounts for 4.66% of the portfolio, ranked #4.

Cascades Capital Asset Management first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cascades Capital Asset Management held 43,769 shares of Apple worth $11.1M as of Q1 2026.
  • Cascades Capital Asset Management bought 236 Apple shares in Q1 2026, an estimated $61.4K.
  • Apple made up 4.66% of Cascades Capital Asset Management's portfolio in Q1 2026, its #4 holding.
  • Cascades Capital Asset Management first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's Apple position peaked at $11.8M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.