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Cassady Wealth & Retirement Planning’s Apple AAPL Stock Holding History

Cassady Wealth & Retirement Planning’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 		$839K Buy
2,900
+330
+13% +$94.4K 0.39% 51
2026
Q1 		$697K Sell
2,570
-163
-6% -$42.4K 0.36% 57
2025
Q4 		$743K Buy
+2,733
New +$734K 0.48% 56

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

Cassady Wealth & Retirement Planning's AAPL Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $94.4K and bringing the position to 2,900 shares worth $839K. The position accounts for 0.39% of the portfolio, ranked #51.

Cassady Wealth & Retirement Planning first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 2,900 shares of Apple worth $839K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 330 Apple shares in Q2 2026, an estimated $94.4K.
  • Apple made up 0.39% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #51 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.