Ascent Wealth Partners 13F: Adds $793K to Apple (AAPL) Stake
Key Points
- Ascent Wealth Partners increased its Apple Inc. AAPL holdings by 2,380 shares to reach a total of 167,966 shares valued at about $55.9 million in an October 23, 2026 SEC filing.
- Apple Inc. AAPL generated $466.8 billion in trailing twelve-month revenue with earnings of $8.72 per share, and the company scheduled its next financial results for November 2, 2026.
- Wall Street firms updated their price targets through October, including Morgan Stanley maintaining an overweight rating while lowering its target to $355.00.
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Ascent Wealth Partners boosted its holdings in Apple Inc. AAPL by 1.4% during the third quarter, according to a Form 13F filing with the SEC on October 23, 2026.
AAPL
Apple Inc.
What Changed in Ascent Wealth Partners's Apple Inc. Position
The firm added 2,380 shares of the technology giant to its portfolio. That brought Ascent Wealth Partners's total stake to 167,966 shares. The updated position carried a reported value of $55,936,047 on the filing date.
Other Institutional Activity in Apple Inc.
BSN Capital Partners grew its holdings by 275,000 shares, ending with 850,000 shares worth about $276,110,500. Wilmington Savings Fund Society, FSB reduced its holdings by 9,619 shares, ending with 743,378 shares worth about $247,559,742. Verity & Verity trimmed its holdings by 2,045 shares, ending with 120,728 shares worth about $40,204,803. Simplicity Wealth, LLC grew its holdings by 19,741 shares, ending with 216,914 shares worth about $72,236,762. True North Advisors grew its holdings by 19,006 shares, ending with 319,401 shares worth about $106,366,965.
Apple Inc. Stock Up 1.1%
Apple Inc. AAPL closed at $347.73 on the filing date of October 23, 2026, and recently traded around $347.73 as of October 24, 2026. The stock sits near its 52-week high of $348.36 and well above its 52-week low of $243.42.
Recent Earnings
Apple Inc. AAPL generated $466.8 billion in trailing twelve-month revenue with earnings of $8.72 per share. The company reports its next financial results on 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. AAPL pays an annual dividend rate of $1.08 per share giving it a dividend yield of 0.31%.
Insider Buying and Selling at Apple Inc.
Jennifer Newstead sold 2,399 shares at $332.01 for $796,492 on October 6, 2026. Kevan Parekh sold 1,392 shares for $480,315 on October 16, 2026. Ben Borders sold 1,280 shares for $442,108 on October 16, 2026. Jennifer Newstead sold 2,399 shares at $339.62 for $814,748 on October 20, 2026.
Analysts Set New Price Targets
On October 1, Morgan Stanley maintained its overweight rating while lowering its price target from $360.00 to $355.00. On October 1, Needham reiterated a hold rating on the stock. On October 12, JP Morgan maintained an overweight rating and raised its price target from $340.00 to $360.00. On October 20, MoffettNathanson maintained a neutral rating while lowering its target from $304.00 to $283.00. On October 20, Loop Capital downgraded the stock to a hold rating with a $330.00 price target.
About Apple Inc.
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers popular consumer devices such as the iPhone, Mac, iPad, and AirPods along with digital services and accessories.
Bottom Line
Investors will watch Apple Inc. AAPL's upcoming earnings release on November 2, 2026 for fresh details on device sales and margins. Additional institutional filings will show whether other wealth managers followed Ascent Wealth Partners in adjusting their stakes.
Related Filing Alerts
Source: Ascent Wealth Partners's 13F filing on $AAPL (Oct 23, 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