Asset Management One 13F: Adds $41M to Apple (AAPL) Stake
Key Points
- Asset Management One's reported value for its Apple stake is approximately $13.98 billion, making it the second-largest position in its portfolio.
- The recent share count of 6,829,769 represents a 1.83% increase from the previous quarter, reflecting confidence in Apple's performance.
- Apple's stock recently traded around $347.08, which is about equal to its closing price of $347.10 on October 27, 2026.
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On October 27, 2026, Asset Management One boosted its stake in Apple Inc. (AAPL) by 122,709 shares. This increase brings its total holdings to 6,829,769 shares, valued at approximately $2.27 billion, according to the fund's latest Form 13F filing with the SEC.
AAPL
Apple Inc.
What Changed in Asset Management One's Apple Position
Asset Management One added 122,709 shares to its position in Apple, marking a 1.83% increase. This move reflects the fund's confidence in Apple’s ongoing performance and positions it as a significant player in the tech sector.
Where Apple Fits in Asset Management One's Portfolio
Apple now represents 16.27% of Asset Management One's total reported value of about $13.98 billion. The increase in shares also places Apple as the second-largest position in the fund's portfolio, indicating its importance in their investment strategy.
Other Institutional Activity in Apple
Chicago Partners Investment Group increased its stake in Apple by 16,209 shares, bringing its total to 353,007 shares worth about $122.75 million. Berkshire Hathaway, Inc. holds 227,917,808 shares, maintaining its position without changes.
Apple Inc. Stock Down 0.2%
As of October 28, 2026, Apple shares recently traded around $347.08, which is about equal to the closing price of $347.10 on October 27, 2026. The stock is currently above its 50-day moving average by 5.1% and its 200-day moving average by 17.7%, showing strong performance relative to these benchmarks.
Recent Earnings
Apple reported trailing twelve-month revenue of approximately $466.82 billion and an earnings per share (EPS) of $8.72. The company has a net margin of 27.6% and a return on equity of 148.8%. Its next earnings report 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 pays an annual dividend of $1.08 per share, which translates to a yield of 0.31% based on recent prices. The dividend payout ratio is 12.0%, indicating a sustainable dividend policy.
Insider Buying and Selling at Apple Inc.
Recently, several insiders sold shares, including Jennifer Newstead, General Counsel, who sold 2,399 shares at an average price of $332.01 on October 6, 2026. These transactions occurred before the recent boost in the fund's position.
Analysts Set New Price Targets
On October 1, 2026, Morgan Stanley maintained an "Overweight" rating on Apple with a price target of $355.00, while JP Morgan also kept an "Overweight" rating with a target of $360.00 set on October 12, 2026.
About Apple Inc.
Apple Inc. designs, manufactures, and markets a range of consumer electronics, including smartphones, personal computers, and accessories. The company is known for its iPhone, Mac computers, and a variety of wearables and home devices. The recent boost in holdings by Asset Management One highlights investor confidence in its innovative product lineup and market position.
Bottom Line
Investors should keep an eye on Apple's upcoming earnings report on November 2, 2026, and watch for further institutional movements in the stock. Asset Management One's recent boost in shares reflects a positive outlook on Apple amidst a competitive technology landscape.
Related Filing Alerts
Source: Asset Management One's 13F filing on $AAPL (Oct 27, 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