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Apple shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $44M 187k 235.86
2024-06-30 $40M 189k 210.62

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Apple

Vanguard Group
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T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple