GLOBALT Investments LLC / GA 13F: Adds $5.3M to AAPL Stake
Key Points
- GLOBALT Investments increased its holdings in Apple Inc. by 15,812 shares, bringing its total to 141,409 shares valued at about $47.1 million.
- The fund's stake in Apple now represents 2.8% of its total reported value of $1.68 billion.
- As of October 28, 2026, Apple shares recently traded around $347.08, which is about equal to the event close of $347.10 on October 27.
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In a filing on October 27, 2026, GLOBALT Investments LLC raised its position in Apple Inc. (AAPL) by 15,812 shares.
AAPL
Apple Inc.
What Changed in GLOBALT Investments's Apple Position
GLOBALT Investments boosted its stake in Apple by 15,812 shares, marking a 12.6% increase from the previous total of 125,597 shares. The reported value of this position is about $47,092,087.
Where Apple Fits in GLOBALT Investments's Portfolio
Apple now accounts for 2.8% of GLOBALT Investments's total reported value of $1,683,853,713. The fund ranks 8th among its 212 holdings, indicating this is a significant position for them.
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. The stock is trading above its 50-day moving average by 5.1% and above its 200-day moving average by 17.7%, suggesting strong momentum.
Recent Earnings
Apple reported trailing twelve-month revenue of approximately $466.8 billion, with an EPS of $8.72. The next earnings report is set 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 share prices.
Insider Buying and Selling at Apple Inc.
Several insiders sold shares recently. Jennifer Newstead, General Counsel, sold 2,399 shares at an average price of $332.01 on October 6, 2026, totaling about $796,492. On October 16, 2026, Chief Financial Officer Kevan Parekh sold 1,392 shares valued at $480,315. Additionally, on October 20, 2026, Newstead sold another 2,399 shares at $339.62, bringing in $814,748.
Analysts Set New Price Targets
On October 1, 2026, Morgan Stanley maintained an "Overweight" rating with a price target of $355. JP Morgan also maintained an "Overweight" rating with a target of $360 on October 12, 2026. Meanwhile, Loop Capital downgraded its rating to "Hold" with a target of $330 on October 20, 2026.
About Apple Inc.
Apple Inc. designs and sells consumer electronics such as smartphones, tablets, and computers. Its popular products include the iPhone, iPad, and Mac. This filing reflects a growing confidence in Apple's market position and future prospects.
Bottom Line
GLOBALT Investments's increased stake in Apple highlights its belief in the company's growth potential. Investors will be watching for the upcoming earnings report on November 2, 2026, as well as any further movements from institutional investors.
Related Filing Alerts
Source: GLOBALT Investments LLC / GA'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