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
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Quarterly reported holdings in Apple by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $132M | 517k | 255.53 |
| 2025-12-31 | $135M | 495k | 271.87 |
| 2025-09-30 | $0 | 461k | 0.00 |
| 2025-06-30 | $81M | 393k | 205.18 |
| 2025-03-31 | $78M | 349k | 222.18 |
| 2024-12-31 | $72M | 318k | 227.65 |
| 2024-09-30 | $25M | 107k | 233.00 |
| 2024-06-30 | $22M | 102k | 210.67 |
| 2024-03-31 | $14M | 84k | 171.48 |
| 2023-12-31 | $10M | 53k | 192.53 |