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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

AAPL holding history

Apple Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
743,742
Value
$215.2M
% of portfolio
2.3%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026743,742$215.2M2.3%−25,630−3.3%ReducedHolders
Q1 2026769,372$195.3M2.3%−43,672−5.4%ReducedHolders
Q4 2025813,044$221.0M2.6%−20,765−2.5%ReducedHolders
Q3 2025833,809$212.3M2.5%−27,751−3.2%ReducedHolders
Q2 2025861,560$176.8M2.2%+880.0%AddedHolders
Q1 2025861,472$191.4M2.6%−22,554−2.6%ReducedHolders
Q4 2024884,026$221.4M2.7%−6,953−0.8%ReducedHolders
Q3 2024890,979$207.6M2.6%+4,312+0.5%AddedHolders
Q2 2024886,667$186.7M2.8%−7,839−0.9%ReducedHolders
Q1 2024894,506$153.4M2.3%−3,723−0.4%ReducedHolders
Q4 2023898,229$172.9M2.9%−29,234−3.2%ReducedHolders
Q3 2023927,463$158.8M3.0%−33,234−3.5%ReducedHolders
Q2 2023960,697$186.3M3.4%+771,515+407.8%AddedHolders
Q1 2023189,182$31.2M1.2%+14,293+8.2%AddedHolders
Q4 2022174,889$22.7M0.9%−7,981−4.4%ReducedHolders
Q3 2022182,870$25.3M1.3%−4,809−2.6%ReducedHolders
Q2 2022187,679$25.7M1.2%−1,207−0.6%ReducedHolders
Q1 2022188,886$33.0M1.5%−58,383−23.6%ReducedHolders
Q4 2021247,269$43.9M1.7%+112,099+82.9%AddedHolders
Q3 2021135,170$19.1M1.0%+676+0.5%AddedHolders
Q2 2021134,494$18.4M1.0%−3,948−2.9%ReducedHolders
Q1 2021138,442$16.9M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.