B. Riley Wealth Advisors 13F: Adds $36M to Apple (AAPL) Stake
The firm boosted its Apple holdings by 47.7%, now holding 336,396 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
B. Riley Wealth Advisors added 108,669 shares to its stake in Apple Inc. ($AAPL), a 47.72% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 336,396 shares worth $112.03 million at the end of the quarter.
Since the filing, $AAPL is up 0.6% to date (from the $341.27 close on Oct 13, 2026).
Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR
AAPL
Apple Inc.
Key Points
- B. Riley Wealth Advisors increased its holdings in Apple Inc. by 47.7%, adding 108,669 shares for a total of 336,396 shares valued at $112 million.
- Apple Inc., with a market cap of over $4.94 trillion, has a P/E ratio of 38.9 and a 52-week range between $243.42 and $344.57.
- Apple pays a dividend rate of $1.08 with a yield of 0.32%, and analysts have a mean price target of $328.22 with a 'buy' recommendation.
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B. Riley Wealth Advisors recently increased its stake in Apple Inc. (NasdaqGS: AAPL), boosting its holdings by 47.7%. The firm added 108,669 shares, bringing its total to 336,396 shares, valued at about $112 million as detailed in its latest 13F filing with the SEC. This filing reflects holdings as of the end of the reporting period and may not represent the investor's current position.
B. Riley Wealth Advisors vs. the S&P 500
Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.
What Changed in B. Riley Wealth Advisors' Apple Position
B. Riley Wealth Advisors made a significant move by increasing its Apple Inc. holdings by 47.7%. The firm previously held 227,727 shares and has now grown its stake to 336,396 shares. This increase adds up to a total reported value of $112 million.
Apple Inc. Stock Down 0.4%
Shares of Apple Inc. have shown resilience with a market cap of approximately $4.95 trillion. The tech giant's P/E ratio stands at 38.9, with a forward P/E of 35.4, indicating investor expectations of future earnings growth. Apple’s stock has traded between $243.42 and $344.57 over the last 52 weeks. The 50-day moving average is $320.62, while the 200-day moving average is $286.61. With a beta of 1.085, the stock shows moderate volatility compared to the broader market.
Recent Earnings
In its recent financial performance, Apple reported revenue of $466.8 billion, reflecting a growth of 16.4%. The company achieved a net margin of 27.6% and a return on equity of 148.8%. Investors are looking forward to Apple’s next earnings announcement on October 29, 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. offers an annual dividend rate of $1.08, with a yield of 0.32%. The dividend payout ratio stands at a conservative 12.04%, indicating a solid ability to sustain and potentially grow its dividend in the future.
About Apple Inc.
Apple Inc., headquartered in Cupertino, California, is a leading player in the technology sector, particularly in consumer electronics. The company designs and sells a range of products including the iPhone, Mac computers, iPad tablets, and various accessories such as AirPods and the Apple Watch. It also provides services like Apple Music, Apple TV, and Apple Pay. Under the leadership of CEO John Ternus, Apple employs around 150,000 people.
Bottom Line
B. Riley Wealth Advisors' decision to increase its stake in Apple Inc. by nearly 48% underscores the firm's confidence in the tech giant's prospects. While 13F filings are backward-looking, they provide valuable insights into investor sentiment. Apple remains a closely watched company due to its significant market influence and ongoing innovation in consumer technology.
Related Filing Alerts
Source: B. Riley Wealth Advisors's 13F filing on $AAPL (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts