Apple shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $0 | 461k | 0.00 |
| 2025-06-30 | $81M | 396k | 205.18 |
| 2025-03-31 | $78M | 349k | 222.18 |
| 2024-12-31 | $78M | 310k | 250.46 |
| 2024-09-30 | $24M | 104k | 233.06 |
| 2024-06-30 | $22M | 102k | 210.67 |
| 2024-03-31 | $14M | 84k | 171.48 |
| 2023-12-31 | $10M | 53k | 192.53 |