Accurate Wealth Management 13F: Adds $4.6M to Apple (AAPL) Stake
Key Points
- Accurate Wealth Management lifted its Apple Inc. holdings by 13,342 shares to a total of 146,157 shares valued at $49.8 million according to an October 20, 2026 filing.
- Apple Inc. trades with a trailing twelve month revenue of $466.8 billion and earnings of $8.72 per share, with its next earnings report slated for November 2, 2026.
- The tech giant pays an annual dividend of $1.08 per share, which gives a 0.31% dividend yield backed by a 12.0% payout ratio.
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Accurate Wealth Management added to its holdings in Apple Inc. AAPL, growing its stake by 13,342 shares during the quarter. The institutional investor disclosed the move in a Form 13F filed with the SEC on October 20, 2026. Apple Inc. shares closed at $339.50 on the filing date.
AAPL
Apple Inc.
What Changed in Accurate Wealth Management's Apple Position
The firm expanded its investment by 10.0%, raising its total holdings from 132,815 shares up to 146,157 shares. The reported value of the stake reached $49,870,794 at the close of the period.
Other Institutional Activity in Apple
Other large funds also made adjustments to their Apple positions during the same filing period. Sumitomo Mitsui DS Asset Management Company grew its holdings by 38,186 shares, ending with 2,406,363 shares worth about $801.4 million. Meanwhile, Berkshire Hathaway, Inc held steady with 227,917,808 shares valued at roughly $77.4 billion.
Apple Inc. Stock Down 1.1%
Apple Inc. shares recently traded around $339.73 on October 21, 2026, which is about equal to the close on the filing date. The stock trades above its 50-day moving average of $326.29 and sits well above its 200-day moving average of $292.82.
Recent Earnings
Apple generated $466.8 billion in trailing twelve month revenue alongside earnings of $8.72 per share. The consumer electronics maker posted a net profit margin of 27.6% and a return on equity of 148.8%. Its next quarterly earnings release is scheduled for November 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
10 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 1.1%. Revenue missed estimates by 0.6%.
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Profit surprise
EBITDA beat by 2 percent. Operating income beat by 3 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
10 target raises.
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Earnings quality
Gross margin up 2.2 points. Operating margin up 1.2 points. Positive free cash flow.
Earnings Call Summary
Apple delivered its best-ever quarter with 143.8 billion dollars in revenue, up 16 percent. iPhone surged 23 percent to 85.3 billion dollars driven by strong customer demand for the iPhone 17 lineup and record upgraders in China and India. Services hit an all-time record of 30 billion dollars, up 14 percent, while the installed base reached 2.5 billion active devices. Management highlighted Apple Intelligence features resonating with users and expanded retail presence in India as growth drivers.
Guidance Apple expects March quarter revenue to grow 13 percent to 16 percent year over year, with services growing at a similar rate to December. Gross margin should land between 48 percent to 49 percent. The company faces iPhone supply constraints from advanced chip demand but remains confident in the business outlook.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
Apple Inc. distributes an annual dividend rate of $1.08 per share to shareholders. This payout translates to a dividend yield of 0.31% based on recent market levels. The company maintains a conservative dividend payout ratio of 12.0% out of its earnings.
Insider Buying and Selling at Apple Inc.
Company insiders completed several transactions ahead of the filing. Officer and Director Timothy D Cook disposed of 191,753 shares valued at $63.8 million on October 2, 2026. General Counsel Jennifer Newstead sold 2,399 shares at an average price of $332.01 for a total of $796,492 on October 6, 2026. Chief Financial Officer Kevan Parekh and another officer also trimmed holdings later in the month.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock around the filing date. Morgan Stanley maintained an overweight rating with a $355.00 price target on October 1, 2026. Needham reiterated a hold rating on the same day, while JP Morgan maintained an overweight rating with a $360.00 target on October 12, 2026. MoffettNathanson and Loop Capital also issued rating updates on October 20, 2026. The stock currently carries a consensus buy recommendation from 39 analysts with a mean price target of $329.38.
About Apple
Apple Inc. designs, manufactures, and markets mobile communication devices, media devices, personal computers, and portable music players. The Cupertino, California-based enterprise sells popular hardware lines including the iPhone, Mac, and iPad, alongside digital services, wearable gadgets, and accessories worldwide.
Bottom Line
Institutional interest in Apple remains broad as major holders adjust positions heading into late autumn. Investors will look toward the upcoming earnings report on November 2, 2026, for further insight into hardware demand and profit margins.
Related Filing Alerts
Source: Accurate Wealth Management's 13F filing on $AAPL (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts