BSN CAPITAL PARTNERS 13F: Adds $89M to Apple (AAPL) Stake
Key Points
- Bsn Capital Partners grew its Apple Inc. AAPL holdings by 47.8%, adding 275,000 shares to reach a total stake of 850,000 shares worth $276.1 million in an October 23, 2026 filing.
- Apple Inc. AAPL trades around $347.73, sitting near its 52-week high of $348.36 with a trailing twelve-month EPS of $8.72.
- Other large investment firms adjusted their stakes ahead of the company's November 2, 2026 earnings report, while several insiders completed routine share sales.
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Bsn Capital Partners increased its holdings in Apple Inc. AAPL by 47.8% during the period, according to a Form 13F filing with the SEC on October 23, 2026. The firm acquired an additional 275,000 shares, bringing its total ownership to 850,000 shares. The reported value of the position stood at $276,110,500 at the time of the report.
AAPL
Apple Inc.
Other Institutional Activity in Apple Inc.
Other major investors also adjusted their positions in Apple Inc. AAPL around the same time. Mutual of America Capital Management lowered its holdings by 1.3%, ending with 1,566,404 shares worth about $521,643,860. BIP Wealth grew its holdings by 3,776.7%? Wait, the change was 4,571 shares, ending with 125,602 shares worth about $41,827,943. U S Global Investors sold out its position by shedding 2,000 shares to leave zero holdings. Berkshire Hathaway, Inc kept its massive stake steady at 227,917,808 shares valued at roughly $79,252,721,177.
Apple Inc. Stock Up 1.1%
Apple Inc. AAPL closed at $347.73 on October 23, 2026. That price sits right near the top of its 52-week range of $243.42 to $348.36. The stock trades above both its 50-day moving average of $328.62 and its 200-day moving average of $293.98.
Recent Earnings
Apple Inc. AAPL generated $466,822,987,776 in trailing twelve-month revenue with an EPS of $8.72. The company posted a net profit margin of 27.6% and a return on equity of 148.8%. The 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 Inc. AAPL pays an annual dividend rate of $1.08 per share, which translates to a dividend yield of 0.31%. The company distributes 12.0% of its earnings to shareholders through dividends.
Insider Buying and Selling at Apple Inc.
Company insiders completed several stock sales ahead of the filing. General Counsel Jennifer Newstead sold 2,399 shares on October 6, 2026, at an average price of $332.01 for $796,492, and later sold another 2,399 shares on October 20, 2026, at $339.62 for $814,748. Chief Financial Officer Kevan Parekh sold 1,392 shares on October 16, 2026, worth $480,315. Officer Ben Borders sold 1,280 shares on October 16, 2026, valued at $442,108.
Analysts Set New Price Targets
Wall Street firms updated their views on Apple Inc. AAPL through October. Morgan Stanley maintained an Overweight rating with a $355.0 target on October 1, 2026. Needham reiterated a Hold rating on the same day. JP Morgan maintained an Overweight rating while raising its target to $360.0 on October 12, 2026. MoffettNathanson maintained a Neutral rating with a $283.0 target on October 20, 2026. Loop Capital downgraded the stock to Hold with a $330.0 target on October 20, 2026. Overall, the stock carries a consensus Buy rating from 39 analysts with a mean price target of $328.35.
About Apple Inc.
Apple Inc. AAPL designs and manufactures popular consumer electronics and personal tech devices. Its product lineup includes iPhones, Mac computers, iPads, and wearables like Apple Watches and AirPods. Institutional interest remains high as the company prepares for its next quarterly financial update.
Bottom Line
Investors will look toward the upcoming earnings release on November 2, 2026, for clues on hardware demand and services growth. Institutional fund managers continue to reposition their portfolios ahead of the announcement.
Related Filing Alerts
Source: BSN CAPITAL 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