Kmg Fiduciary Partners 13F: Cuts Apple (AAPL) Stake by $4.7M
The fund trimmed its Apple holdings by 5.9%, selling over 14,000 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners sold 14,258 shares from its stake in Apple Inc. ($AAPL), a 5.93% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 226,143 shares worth $75.31 million at the end of the quarter.
Since the filing, $AAPL is up 0.1% to date (from the $342.96 close on Oct 14, 2026).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
AAPL
Apple Inc.
Key Points
- Kmg Fiduciary Partners reduced its holdings in Apple Inc. by 5.9%, selling 14,258 shares and leaving it with 226,143 shares valued at $75.3 million.
- Apple Inc. trades on the NasdaqGS with a market cap of $4.99 trillion, a P/E ratio of 39.2, and a 52-week range between $243.42 and $348.15.
- Apple offers a 0.32% dividend yield and analysts have a 'buy' recommendation with a mean target price of $329.38.
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Kmg Fiduciary Partners has trimmed its stake in Apple Inc. (NasdaqGS: AAPL), according to its latest Form 13F filing with the SEC. The fund sold 14,258 shares, reducing its holdings by 5.9% to 226,143 shares. The value of the remaining stake is approximately $75.3 million as of the reporting period.
Kmg Fiduciary Partners vs. the S&P 500
Hypothetical returns from Kmg Fiduciary Partners's disclosed trades, not real profit or advice. How we model this.
What Changed in Kmg Fiduciary Partners' Apple Position
Kmg Fiduciary Partners decided to reduce its position in Apple Inc., selling 14,258 shares. This action brought its total holdings down to 226,143 shares, marking a 5.9% decrease from its previous count of 240,401 shares.
Apple Inc. Stock Down 0.4%
Shares of Apple Inc. (NasdaqGS: AAPL) have been trading within a 52-week range of $243.42 to $348.15. The company boasts a market capitalization of approximately $4.99 trillion and has a P/E ratio of 39.2. Its forward P/E is slightly lower at 35.7, suggesting expectations of future growth. Apple's beta is 1.069, indicating it is slightly more volatile than the market. The stock's 50-day moving average is $325.08, while the 200-day moving average stands at $292.11.
Recent Earnings
Apple Inc. reported revenues of approximately $466.8 billion, with a revenue growth of 16.4%. The net margin was a robust 27.6%, and the return on equity (ROE) was a notable 148.8%. The company's earnings per share (EPS) was $8.72. Investors are looking ahead to Apple's next earnings release, 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 offers an annual dividend yield of 0.32%, with a payout ratio of 12.04%. This provides a modest income stream for investors alongside potential capital gains. The company's consistent dividend policy reflects its strong cash flow and commitment to returning value to shareholders.
About Apple Inc.
Apple Inc., headquartered in Cupertino, California, is a leader in the technology sector, specializing in consumer electronics. The company designs and manufactures a range of products including iPhones, Macs, iPads, and wearables like the Apple Watch. Under the leadership of CEO John Ternus, Apple also provides various services such as Apple Music, Apple TV, and Apple Pay. Founded in 1976, Apple continues to innovate and expand its product and service offerings globally.
Bottom Line
The decision by Kmg Fiduciary Partners to reduce its Apple holdings reflects a strategic adjustment in its portfolio. Investors keep a close eye on Apple due to its substantial market presence and innovative product lineup. While the 13F filing provides a snapshot of past holdings, it doesn't necessarily indicate current positions. Apple's robust financial performance and attractive dividend yield continue to make it a company of interest in the technology sector.
Related Filing Alerts
Source: Kmg Fiduciary Partners's 13F filing on $AAPL (Oct 14, 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: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts