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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
Q2 		$12.5M Sell
43,122
-647
-1% -$185K 4.62% 5
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 $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

Cascades Capital Asset Management's AAPL Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $185K and leaving 43,122 shares worth $12.5M. The position accounts for 4.62% of the portfolio, ranked #5.

Cascades Capital Asset Management first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cascades Capital Asset Management held 43,122 shares of Apple worth $12.5M as of Q2 2026.
  • Cascades Capital Asset Management sold 647 Apple shares in Q2 2026, an estimated $185K.
  • Apple made up 4.62% of Cascades Capital Asset Management's portfolio in Q2 2026, its #5 holding.
  • Cascades Capital Asset Management first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.