Cassaday & Co Wealth Management’s Apple AAPL Stock Holding History

Cassaday & Co Wealth 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	$51.8M	Sell	204,230 -1,569	-0.8%	-$408K	1.1%	17
2025 Q4	$55.9M	Sell	205,799 -1,040	-0.5%	-$279K	1.18%	15
2025 Q3	$52.7M	Buy	206,839 +2,571	+1%	+$581K	1.21%	15
2025 Q2	$41.9M	Buy	204,268 +12,165	+6%	+$2.46M	1.05%	16
2025 Q1	$42.7M	Buy	192,103 +2,492	+1%	+$577K	1.2%	14
2024 Q4	$47.5M	Sell	189,611 -424	-0.2%	-$99.9K	1.3%	15
2024 Q3	$44.3M	Sell	190,035 -5,736	-3%	-$1.28M	1.25%	14
2024 Q2	$41.2M	Buy	195,771 +8,071	+4%	+$1.51M	1.3%	14
2024 Q1	$32.2M	Sell	187,700 -6,579	-3%	-$1.2M	1.05%	14
2023 Q4	$37.4M	Buy	194,279 +209	+0.1%	+$38.6K	1.3%	14
2023 Q3	$33.2M	Sell	194,070 -6,565	-3%	-$1.2M	1.39%	12
2023 Q2	$38.9M	Sell	200,635 -5,480	-3%	-$955K	1.54%	12
2023 Q1	$34M	Sell	206,115 -2,295	-1%	-$339K	1.45%	12
2022 Q4	$27.1M	Buy	+208,410	New	+$29.8M	1.25%	14

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

Cassaday & Co Wealth Management's AAPL Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Apple (AAPL) stake by 0.76% in Q1 2026, selling an estimated $408K and leaving 204,230 shares worth $51.8M. The position accounts for 1.1% of the portfolio, ranked #17.

Cassaday & Co Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.9M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Cassaday & Co Wealth Management held 204,230 shares of Apple worth $51.8M as of Q1 2026.
Cassaday & Co Wealth Management sold 1,569 Apple shares in Q1 2026, an estimated $408K.
Apple made up 1.1% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #17 holding.
Cassaday & Co Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Apple position peaked at $55.9M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.