Modera Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $195M | Sell |
769,372
-43,672
| -5% | -$11.4M | 2.34% | 8 |
|
|
2025
Q4 | $221M | Sell |
813,044
-20,765
| -2% | -$5.57M | 2.56% | 7 |
|
|
2025
Q3 | $212M | Sell |
833,809
-27,751
| -3% | -$6.27M | 2.46% | 7 |
|
|
2025
Q2 | $177M | Buy |
861,560
+88
| +0% | +$17.8K | 2.19% | 9 |
|
|
2025
Q1 | $191M | Sell |
861,472
-22,554
| -3% | -$5.23M | 2.59% | 7 |
|
|
2024
Q4 | $221M | Sell |
884,026
-6,953
| -0.8% | -$1.64M | 2.67% | 7 |
|
|
2024
Q3 | $208M | Buy |
890,979
+4,312
| +0.5% | +$963K | 2.64% | 7 |
|
|
2024
Q2 | $187M | Sell |
886,667
-7,839
| -0.9% | -$1.46M | 2.75% | 6 |
|
|
2024
Q1 | $153M | Sell |
894,506
-3,723
| -0.4% | -$677K | 2.34% | 9 |
|
|
2023
Q4 | $173M | Sell |
898,229
-29,234
| -3% | -$5.4M | 2.86% | 5 |
|
|
2023
Q3 | $159M | Sell |
927,463
-33,234
| -3% | -$6.09M | 2.99% | 5 |
|
|
2023
Q2 | $186M | Buy |
960,697
+771,515
| +408% | +$134M | 3.38% | 3 |
|
|
2023
Q1 | $31.2M | Buy |
189,182
+14,293
| +8% | +$2.11M | 1.21% | 24 |
|
|
2022
Q4 | $22.7M | Sell |
174,889
-7,981
| -4% | -$1.14M | 0.92% | 32 |
|
|
2022
Q3 | $25.3M | Sell |
182,870
-4,809
| -3% | -$755K | 1.28% | 26 |
|
|
2022
Q2 | $25.7M | Sell |
187,679
-1,207
| -0.6% | -$183K | 1.22% | 24 |
|
|
2022
Q1 | $33M | Sell |
188,886
-58,383
| -24% | -$9.82M | 1.46% | 20 |
|
|
2021
Q4 | $43.9M | Buy |
247,269
+112,099
| +83% | +$17.7M | 1.68% | 16 |
|
|
2021
Q3 | $19.1M | Buy |
135,170
+676
| +0.5% | +$99.5K | 0.98% | 24 |
|
|
2021
Q2 | $18.4M | Sell |
134,494
-3,948
| -3% | -$512K | 0.99% | 24 |
|
|
2021
Q1 | $16.9M | Sell |
138,442
-3,662
| -3% | -$470K | 1.1% | 22 |
|
|
2020
Q4 | $18.9M | Buy |
142,104
+65,478
| +85% | +$7.88M | 1.5% | 16 |
|
|
2020
Q3 | $8.87M | Sell |
76,626
-2,634
| -3% | -$287K | 1.32% | 16 |
|
|
2020
Q2 | $7.23M | Sell |
79,260
-412
| -0.5% | -$31.9K | 1.15% | 17 |
|
|
2020
Q1 | $5.07M | Buy |
79,672
+5,104
| +7% | +$375K | 1.06% | 17 |
|
|
2019
Q4 | $5.47M | Sell |
74,568
-1,408
| -2% | -$90.6K | 0.86% | 16 |
|
|
2019
Q3 | $4.25M | Sell |
75,976
-720
| -0.9% | -$37.6K | 0.71% | 21 |
|
|
2019
Q2 | $3.79M | Sell |
76,696
-196
| -0.3% | -$9.55K | 0.69% | 22 |
|
|
2019
Q1 | $3.65M | Buy |
76,892
+1,336
| +2% | +$56.7K | 0.68% | 22 |
|
|
2018
Q4 | $2.98M | Sell |
75,556
-6,404
| -8% | -$310K | 0.59% | 25 |
|
|
2018
Q3 | $4.63M | Buy |
81,960
+4,848
| +6% | +$252K | 0.94% | 17 |
|
|
2018
Q2 | $3.57M | Buy |
77,112
+9,624
| +14% | +$436K | 0.75% | 16 |
|
|
2018
Q1 | $2.83M | Buy |
67,488
+388
| +0.6% | +$16.7K | 0.59% | 19 |
|
|
2017
Q4 | $2.84M | Buy |
67,100
+3,868
| +6% | +$162K | 0.61% | 20 |
|
|
2017
Q3 | $2.44M | Sell |
63,232
-3,288
| -5% | -$128K | 0.55% | 19 |
|
|
2017
Q2 | $2.4M | Buy |
66,520
+18,072
| +37% | +$668K | 0.58% | 18 |
|
|
2017
Q1 | $1.74M | Buy |
48,448
+6,124
| +14% | +$202K | 0.44% | 23 |
|
|
2016
Q4 | $1.23M | Sell |
42,324
-2,248
| -5% | -$63.7K | 0.41% | 27 |
|
|
2016
Q3 | $1.26M | Buy |
44,572
+1,988
| +5% | +$52.6K | 0.42% | 28 |
|
|
2016
Q2 | $1.02M | Buy |
42,584
+5,416
| +15% | +$135K | 0.36% | 31 |
|
|
2016
Q1 | $1.01M | Sell |
37,168
-18,916
| -34% | -$471K | 0.35% | 32 |
|
|
2015
Q4 | $1.48M | Buy |
56,084
+6,936
| +14% | +$198K | 0.58% | 17 |
|
|
2015
Q3 | $1.35M | Buy |
49,148
+2,120
| +5% | +$62.2K | 0.56% | 17 |
|
|
2015
Q2 | $1.48M | Sell |
47,028
-232
| -0.5% | -$7.42K | 0.58% | 18 |
|
|
2015
Q1 | $1.47M | Buy |
47,260
+504
| +1% | +$15.2K | 0.57% | 18 |
|
|
2014
Q4 | $1.29M | Buy |
46,756
+20,720
| +80% | +$564K | 0.5% | 26 |
|
|
2014
Q3 | $656K | Buy |
26,036
+6,548
| +34% | +$161K | 0.28% | 36 |
|
|
2014
Q2 | $453K | Buy |
19,488
+812
| +4% | +$17.3K | 0.21% | 35 |
|
|
2014
Q1 | $358K | Sell |
18,676
-16,856
| -47% | -$321K | 0.14% | 39 |
|
|
2013
Q4 | $712K | Buy |
35,532
+448
| +1% | +$8.46K | 0.27% | 38 |
|
|
2013
Q3 | $597K | Buy |
35,084
+10,892
| +45% | +$181K | 0.29% | 31 |
|
|
2013
Q2 | $342K | Buy |
+24,192
| New | +$372K | 0.18% | 39 |
|
Other funds holding AAPL
VCM
VPM
Modera Wealth Management's AAPL Position: Q1 2026 in Review
Modera Wealth Management reduced its Apple (AAPL) stake by 5.4% in Q1 2026, selling an estimated $11.4M and leaving 769,372 shares worth $195M. The position accounts for 2.34% of the portfolio, ranked #8.
Modera Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $221M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Modera Wealth Management held 769,372 shares of Apple worth $195M as of Q1 2026.
- Modera Wealth Management sold 43,672 Apple shares in Q1 2026, an estimated $11.4M.
- Apple made up 2.34% of Modera Wealth Management's portfolio in Q1 2026, its #8 holding.
- Modera Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Modera Wealth Management's Apple position peaked at $221M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.