Modera Wealth Management, LLC / AAPL
Modera Wealth Management, LLC’s Apple Inc Position
Does Modera Wealth Management, LLC own Apple Inc (AAPL)? Yes — 769.4K shares worth $195M (+2.34% of its 13F portfolio) as of Q1 2026, down from 813.0K shares the prior filed quarter.
Position Value
$195M
Q1 2026
Shares
769.4K
% of Portfolio
+2.34%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 769.4K | $195M | +2.34% |
| Q4 2025 | 813.0K | $221M | +2.56% |
| Q3 2025 | 833.8K | $212M | +2.46% |
| Q2 2025 | 861.6K | $177M | +2.19% |
| Q1 2025 | 861.5K | $191M | +2.59% |
| Q4 2024 | 884.0K | $221M | +2.67% |
| Q3 2024 | 891.0K | $208M | +2.64% |
| Q2 2024 | 886.7K | $187M | +2.75% |
| Q1 2024 | 894.5K | $153M | +2.34% |
| Q4 2023 | 898.2K | $173M | +2.86% |
| Q3 2023 | 927.5K | $159M | +2.99% |
| Q2 2023 | 960.7K | $186M | +3.38% |
| Q1 2023 | 189.2K | $31M | +1.21% |
| Q4 2022 | 174.9K | $23M | +0.92% |
| Q3 2022 | 182.9K | $25M | +1.28% |
| Q2 2022 | 187.7K | $26M | +1.22% |
| Q1 2022 | 188.9K | $33M | +1.46% |
| Q4 2021 | 247.3K | $44M | +1.68% |
| Q3 2021 | 135.2K | $19M | +0.98% |
| Q2 2021 | 134.5K | $18M | +0.99% |
| Q1 2021 | 138.4K | $17M | +1.10% |
| Q4 2020 | 142.1K | $19M | +1.50% |
| Q3 2020 | 76.6K | $9M | +1.32% |
| Q2 2020 | 19.8K | $7M | +1.15% |
| Q1 2020 | 19.9K | $5M | +1.06% |
| Q4 2019 | 18.6K | $5M | +0.86% |
| Q3 2019 | 19.0K | $4M | +0.71% |
| Q2 2019 | 19.2K | $4M | +0.69% |
| Q1 2019 | 19.2K | $4M | +0.68% |
| Q4 2018 | 18.9K | $3M | +0.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Modera Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.