Mutual of America Capital Management 13F: Cuts AAPL Stake by $6.9M
Key Points
- Mutual of America Capital Management reduced its Apple Inc. AAPL position by 20,749 shares to end with 1.57 million shares worth about $521.6 million.
- Mutual of America Capital Management held 1,566,404 $AAPL shares at quarter end, down 1.31% from the prior quarter.
- Apple Inc. AAPL recently generated $466.8 billion in trailing twelve month revenue with an EPS of $8.72.
- Wall Street maintains a consensus buy rating on Apple Inc. AAPL with a mean target price of $328.35 ahead of earnings on November 2, 2026.
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Mutual of America Capital Management lowered its holdings in Apple Inc. AAPL by 20,749 shares during the quarter, according to a Form 13F filing with the SEC on October 23, 2026. The fund ended the period with 1.56 million shares worth about $521.6 million after a 1.3% reduction. Apple closed at $347.73 on the day of the filing.
AAPL
Apple Inc.
What Changed in Mutual of America Capital Management's Apple Inc. Position
Mutual of America Capital Management trimmed its investment by selling 20,749 shares, moving its total stake from 1,587,153 shares down to 1,566,404 shares. The reported value of the remaining holding sat at $521,643,860 at the close of the period. This adjustment reflects a 1.3% decrease in the fund's exposure to the consumer electronics giant.
Other Institutional Activity in Apple Inc.
Other large funds also made adjustments to their Apple holdings recently. BIP Wealth grew its holdings by 4,571 shares, ending with 125,602 shares worth about $41.8 million. U S Global Investors closed out its position by selling all 2,000 of its shares. Berkshire Hathaway, Inc kept its massive stake steady at 227,917,808 shares valued at roughly $79.3 billion.
Apple Inc. Stock Up 1.1%
Apple Inc. shares recently traded around $347.73 as of October 24, 2026, sitting right near its 52-week high of $348.36. The stock trades well above its 50-day moving average of $328.62 and its 200-day moving average of $293.98.
Recent Earnings
Apple Inc. generated $466.8 billion in trailing twelve month revenue, supported by a net profit margin of 27.6% and a return on equity of 148.8%. The company reported trailing earnings of $8.72 per share. Investors will get a fresh look at the financials when the company releases its next earnings report on 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 dividend yield of 0.31%. The payout ratio sits at 12.0% of earnings.
Insider Buying and Selling at Apple Inc.
Several insiders completed stock transactions ahead of the filing, including General Counsel Jennifer Newstead and CFO Kevan Parekh.
Analysts Set New Price Targets
Wall Street firms adjusted their views on the stock, with Morgan Stanley maintaining an overweight rating and a $355.00 price target. The stock carries a consensus buy rating from 39 analysts, with a mean price target of $328.35.
About Apple Inc.
Apple Inc. designs, manufactures, and markets popular consumer hardware and devices, including the iPhone, Mac, iPad, and a variety of wearable accessories and home products worldwide.
Bottom Line
Investors can watch the upcoming earnings release on November 2, 2026, for further clues on institutional momentum and product demand. The stock remains near record highs as markets weigh recent valuation levels against ongoing financial performance.
Related Filing Alerts
Source: Mutual of America Capital Management'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