Chicago Partners Investment Group 13F: Adds $5.6M to AAPL Stake
Key Points
- Chicago Partners Investment Group's total reported value in Apple is about $1.51 billion, accounting for 8.11% of its portfolio.
- Chicago Partners Investment Group held 353,007 $AAPL shares at quarter end, up 4.81% from the prior quarter.
- As of October 27, 2026, Apple shares closed at $347.10, slightly below its 52-week high of $351.73.
- Analysts are generally positive on Apple, with a consensus rating of 'buy' and a mean price target of $329.25.
Get Apple text alerts
We text you when insiders, Congress, analysts or big funds move on $AAPL.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Apple Inc. alert may contain errors. Disclosures
On October 27, 2026, Chicago Partners Investment Group boosted its position in Apple Inc. (AAPL) by 16,209 shares, raising its total to 353,007 shares. This increase is valued at approximately $12.3 million, as disclosed in a filing with the SEC.
AAPL
Apple Inc.
Chicago Partners Investment Group vs. the S&P 500
Hypothetical returns from Chicago Partners Investment Group's disclosed trades, not real profit or advice. How we model this.
What Changed in Chicago Partners Investment Group's Apple Position
The fund added 16,209 shares, which is a 4.8% increase from its previous total of 336,798 shares. This move reflects a growing confidence in Apple as it represents 8.11% of the fund's total reported value of about $1.51 billion.
Where Apple Fits in Chicago Partners Investment Group's Portfolio
Apple is currently the fourth-largest position in Chicago Partners Investment Group's portfolio.
Other Institutional Activity in Apple
First Horizon trimmed its holdings by 3,600 shares, ending with 254,270 shares valued at about $84.7 million. Meanwhile, UniSuper Management grew its stake by 498,764 shares, totaling 4,832,331 shares worth around $1.61 billion. Berkshire Hathaway maintained its position with 227,917,808 shares, valued at approximately $79.1 billion.
Apple Inc. Stock Down 0.2%
As of October 27, 2026, Apple shares closed at $347.10, which is about equal to the recent trading price of $347.08. The stock is trading above its 50-day moving average by 5.1% and its 200-day average by 17.7%, indicating strong momentum.
Recent Earnings
Apple reported trailing twelve-month revenue of approximately $466.8 billion, with a net margin of 27.6%. The company is scheduled to announce its next earnings report on November 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
10 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 1.1%. Revenue missed estimates by 0.6%.
-
Profit surprise
EBITDA beat by 2 percent. Operating income beat by 3 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
10 target raises.
-
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 trading prices.
Insider Buying and Selling at Apple Inc.
Recent insider transactions include Jennifer Newstead, the General Counsel, selling 2,399 shares at an average price of $332.01 on October 6, 2026, and Kevan Parekh, the CFO, selling 1,392 shares on October 16, 2026. These sales were not planned transactions.
Analysts Set New Price Targets
On October 1, 2026, Morgan Stanley maintained an 'Overweight' rating on Apple with a price target of $355. JP Morgan also kept an 'Overweight' rating on October 12, 2026, with a target of $360. The consensus recommendation for Apple is a 'buy' with a target mean price of $329.25.
About Apple Inc.
Apple Inc. designs and sells a range of consumer electronics, including smartphones, tablets, and personal computers. The company's products like the iPhone and Mac have a strong global presence, contributing to its significant revenue growth.
Bottom Line
Investors should keep an eye on Apple's upcoming earnings date on November 2, 2026, and any further filings from Chicago Partners Investment Group. The fund's recent boost in its Apple stake suggests continued confidence in the tech giant's performance.
Related Filing Alerts
Source: Chicago Partners Investment Group'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