James Hambro & Partners 13F: Adds $769K to Apple (AAPL) Stake

James Hambro & Partners boosted its stake in Apple Inc. AAPL by 89.9% during the quarter, according to a Form 13F filing disclosed on October 19, 2026.

AAPL Apple Inc.

$339.49 ▲ +25.61% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in James Hambro & Partners's Apple Inc. Position

The firm added 2,310 shares of Apple Inc. AAPL during the period, growing its prior position of 2,568 shares up to 4,878 shares. The reported value of the holdings reached $1,624,593 at the time of the filing. The stock closed at $342.94 on the filing date.

Other Institutional Activity in Apple Inc.

Other large investors adjusted their positions in Apple Inc. AAPL around the same time. Annex Advisory Services grew its holdings by 91,508 shares, ending with 545,415 shares worth about $181.6 million. PensionDanmark Pensionsforsikringsaktieselskab reduced its holdings by 54,487 shares, ending with 2,847,703 shares worth about $948.3 million. Berkshire Hathaway, Inc kept its massive stake unchanged at 227,917,808 shares valued at roughly $77.9 billion.

Apple Inc. Stock Down 0.1%

Apple Inc. AAPL recently traded around $342.97 as of October 20, 2026, remaining close to its 52-week peak of $348.15. The shares trade about 17.1% above their 200-day moving average of $292.82 and sport a market capitalization over $5 trillion.

Recent Earnings

Apple Inc. AAPL generated $466.8 billion in revenue over the trailing twelve months, alongside earnings of $8.72 per share. The Cupertino-based maker of the iPhone, Mac, and iPad maintains a net profit margin of 27.6% and a return on equity of 148.8%. The company is scheduled to report its next round of financial results on November 2, 2026.

Dividend

Apple Inc. AAPL pays an annual dividend of $1.08 per share, giving investors a dividend yield of 0.31%. The company allocates 12.0% of its earnings toward dividend payments.

Insider Buying and Selling at Apple Inc.

Company insiders completed several transactions in October 2026. Officer and Director Timothy D Cook disposed of 191,753 shares valued at approximately $63.8 million on October 2. General Counsel Jennifer Newstead sold 2,399 shares at $332.01 for a total of $796,492 on October 6. Senior Vice President and CFO Kevan Parekh sold 1,392 shares under a planned trading arrangement at $345.05 on October 16, while Principal Accounting Officer Ben Borders sold 1,280 shares under a pre-arranged plan at $345.40 on the same day.

Analysts Set New Price Targets

Wall Street firms updated their views on Apple Inc. AAPL through September and October 2026. On September 23, B of A Securities reiterated a Buy rating with a $370 price target. Morgan Stanley maintained an Overweight rating on October 1 with a $355 target, lowering it slightly from $360. Needham reiterated a Hold rating on October 1, and JP Morgan maintained an Overweight rating with a $360 target on October 12. The stock carries a consensus Buy rating from 39 analysts, with a mean price target of $329.38.

About Apple Inc.

Apple Inc. AAPL designs, manufactures, and markets popular personal technology devices, including iPhones, Mac computers, iPads, and wearable accessories like AirPods and the Apple Vision Pro. The company connects its hardware ecosystem through software services and digital stores worldwide.

Bottom Line

James Hambro & Partners expanded its exposure to Apple Inc. AAPL alongside varied moves from other major market participants. Investors will look toward the company's upcoming earnings report on November 2, 2026, for further updates on hardware demand and profit margins.