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Cassady Schiller Wealth Management’s Apple AAPL Stock Holding History

Cassady Schiller 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
2024
Q4 		$5.38M Sell
21,481
-1,026
-5% -$242K 1.97% 7
2024
Q3 		$5.24M Buy
22,507
+73
+0.3% +$16.3K 1.92% 7
2024
Q2 		$4.73M Sell
22,434
-259
-1% -$48.3K 1.92% 10
2024
Q1 		$3.89M Sell
22,693
-39
-0.2% -$7.09K 1.74% 11
2023
Q4 		$4.38M Sell
22,732
-237
-1% -$43.8K 2.2% 9
2023
Q3 		$3.93M Sell
22,969
-109
-0.5% -$20K 2.18% 10
2023
Q2 		$4.48M Sell
23,078
-275
-1% -$47.9K 2.43% 5
2023
Q1 		$3.85M Sell
23,353
-194
-0.8% -$28.6K 1.81% 9
2022
Q4 		$3.06M Sell
23,547
-3,452
-13% -$493K 1.88% 9
2022
Q3 		$3.73M Buy
26,999
+1,801
+7% +$283K 2.15% 9
2022
Q2 		$3.44M Sell
25,198
-123
-0.5% -$18.6K 1.81% 12
2022
Q1 		$4.42M Buy
25,321
+295
+1% +$49.6K 2.13% 9
2021
Q4 		$4.44M Buy
+25,026
New +$3.96M 2.67% 10

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's AAPL Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Apple (AAPL) stake by 4.6% in Q4 2024, selling an estimated $242K and leaving 21,481 shares worth $5.38M. The position accounts for 1.97% of the portfolio, ranked #7.

Cassady Schiller Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • Cassady Schiller Wealth Management held 21,481 shares of Apple worth $5.38M as of Q4 2024.
  • Cassady Schiller Wealth Management sold 1,026 Apple shares in Q4 2024, an estimated $242K.
  • Apple made up 1.97% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #7 holding.
  • Cassady Schiller Wealth Management first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
  • 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.