RMR Wealth Builders 13F: Adds $1.2M to Apple (AAPL) Stake

RMR Wealth Builders added to its holdings in Apple Inc. AAPL, purchasing 3,671 more shares during the quarter. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the firm's total investment grew by 2.3% to reach 161,937 shares. The updated stake was valued at approximately $53.9 million at the time of the report.

AAPL Apple Inc.

$348.22 ▲ +28.84% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in RMR Wealth Builders's Apple Inc. Position

The fund lifted its position from 158,266 shares up to 161,937 shares. That 3,671-share adjustment represents a 2.3% increase for the portfolio.

Other Institutional Activity in Apple Inc.

Other institutional investors also adjusted their positions in the consumer electronics giant. Midwest Trust grew its holdings by 22,262 shares, ending with 1,454,798 shares worth about $484.5 million. Perigon Wealth Management trimmed its Apple Inc. holdings by 46,447 shares, holding 1,090,415 shares valued at about $363.1 million. True North Advisors boosted its holdings by 19,006 shares, ending the period with 319,401 shares worth roughly $106.4 million. Berkshire Hathaway, Inc kept its massive position unchanged at 227,917,808 shares valued at about $79.4 billion.

Apple Inc. Stock Up 2.6%

Apple Inc. shares recently traded around $348.32 as of October 23, 2026, sitting right near the close of $348.22 recorded on the filing date. The stock recently traded 6.3% above its 50-day moving average of $327.70 and 18.7% above its 200-day moving average of $293.55. The recent price sits near its 52-week high of $348.15 and well above its 52-week low of $243.42.

Recent Earnings

Apple Inc. generated $466.8 billion in revenue over the trailing twelve months and recorded a net profit margin of 27.6%. The company posted earnings of $8.72 per share over the same period, alongside a return on equity of 148.8%. The next earnings report is scheduled for November 2, 2026.

Dividend

Apple Inc. pays an annual dividend of $1.08 per share, which translates to a dividend yield of 0.31%. The company's payout ratio stands at 12.0% of earnings.

Insider Buying and Selling at Apple Inc.

Company insiders completed several transactions ahead of the filing. Officer and director Timothy D Cook disposed of 19,175 shares valued at roughly $63.8 million on October 2, 2026. General Counsel Jennifer Newstead sold 2,399 shares at an average price of $332.01 for a total of $796,492 on October 6, 2026. Chief financial officer Kevan Parekh sold 1,392 shares worth about $480,315 on October 16, 2026. Officer Ben Borders sold 1,280 shares valued at approximately $442,108 on the same day.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Morgan Stanley maintained its Overweight rating with a $355.00 price target on October 1, 2026. Needham reiterated its Hold rating on the same day. JP Morgan maintained an Overweight rating and raised its target from $340.00 to $360.00 on October 12, 2026. MoffettNathanson maintained a Neutral rating while lowering its target from $304.00 to $283.00 on October 20, 2026. Loop Capital downgraded the stock to Hold with a $330.00 target on October 20, 2026. Overall, the stock carries a consensus buy rating with a mean price target of $328.35 across 39 analyst opinions.

About Apple Inc.

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Its hardware lineup includes the iPhone smartphone family, Mac personal computers, iPad multi-purpose tablets, and accessories such as AirPods, Apple Vision Pro, Apple TV, Apple Watch, Beats products, and HomePod.

Bottom Line

Investors will look ahead to the company's upcoming earnings release on November 2, 2026, for fresh details on revenue and profitability trends. Institutional filings like this one offer a retrospective look at how smaller wealth managers positioned themselves during the quarter.