AAPL APPLE INC COM

Ownership history in Modus Advisors, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.23% (2023 Q2)
Avg. % of fund
3.57%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,785 -8,201 -17.8% 2.71% $10.3M $271.61
2025 Q3 REDUCED 45,986 -1,741 -3.6% 3.19% $11.7M $254.15
2025 Q2 REDUCED 47,727 -86 -0.2% 2.91% $9.8M $204.55
2025 Q1 REDUCED 47,813 -212 -0.4% 3.48% $10.6M $221.17
2024 Q4 REDUCED 48,025 -1,663 -3.3% 3.77% $12.0M $249.06
2024 Q3 REDUCED 49,688 -253 -0.5% 3.80% $11.6M $231.48
2024 Q2 ADDED 49,941 +454 +0.9% 3.72% $10.5M $209.00
2024 Q1 REDUCED 49,487 -2,008 -3.9% 3.14% $8.5M $169.93
2023 Q4 ADDED 51,495 +796 +1.6% 4.02% $9.9M $190.55
2023 Q3 REDUCED 50,699 -122 -0.2% 3.79% $8.7M $169.23
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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