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Cassilly Financial Group’s Apple AAPL Stock Holding History

Cassilly Financial Group’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
Q3 		$774K Buy
2,324
+860
+59% +$276K 0.52% 38
2026
Q2 		$424K Buy
1,464
+474
+48% +$136K 0.31% 49
2026
Q1 		$251K Buy
990
+100
+11% +$26K 0.22% 57
2025
Q4 		$242K Buy
+890
New +$239K 0.21% 56

Other funds holding AAPL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Cassilly Financial Group's AAPL Position: Q3 2026 in Review

Cassilly Financial Group increased its Apple (AAPL) stake by 59% in Q3 2026, buying an estimated $276K and bringing the position to 2,324 shares worth $774K. The position accounts for 0.52% of the portfolio, ranked #38.

Cassilly Financial Group first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cassilly Financial Group held 2,324 shares of Apple worth $774K as of Q3 2026.
  • Cassilly Financial Group bought 860 Apple shares in Q3 2026, an estimated $276K.
  • Apple made up 0.52% of Cassilly Financial Group's portfolio in Q3 2026, its #38 holding.
  • Cassilly Financial Group first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.