Sepio Capital 13F: Adds $3.1M to Apple (AAPL) Stake
Key Points
- Sepio Capital boosted its Apple Inc. AAPL position by 13.7% to 76,372 shares worth roughly $25.4 million.
- Apple Inc. AAPL recently traded around $348.32, sitting near its 52-week high of $348.15.
- Wall Street firms adjusted their views on Apple Inc. AAPL ahead of the filing, with Morgan Stanley, Needham, JP Morgan, MoffettNathanson, and Loop Capital updating targets.
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Sepio Capital increased its stake in Apple Inc. AAPL by 13.7% during the quarter, acquiring 9,226 shares to bring its total investment to 76,372 shares. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the updated position carried a value of approximately $25.4 million. The fund owned 67,146 shares prior to the adjustment.
AAPL
Apple Inc.
What Changed in Sepio Capital's Apple Inc. Position
The reported filing shows Sepio Capital expanding its footprint in the consumer electronics giant by 13.7%. The addition of 9,226 shares lifted the total holding value to $25,433,679 based on the values reported in the period.
Other Institutional Activity in Apple Inc.
Other institutional investors also adjusted their positions in Apple Inc. AAPL during the filing period. Oriental Harbor Investment Master Fund reported a new holding of 274,351 shares valued at roughly $91.4 million. True North Advisors grew its holdings by 19,006 shares, ending with 319,401 shares worth about $106.4 million. Midwest Trust boosted its stake by 1.5%, adding 22,262 shares to hold 1,454,798 shares valued at about $484.5 million. Perigon Wealth Management trimmed its holdings by 4.1%, selling 46,447 shares to finish with 1,090,415 shares worth approximately $363.1 million. RMR Wealth Builders raised its stake by 2.3%, adding 3,671 shares to hold 161,937 shares valued at about $53.9 million.
Apple Inc. Stock Up 2.6%
Apple Inc. AAPL recently traded around $348.32, remaining close to its event-day close of $348.22 on October 22, 2026. The stock trades above its 50-day moving average of $327.70 and sits well above its 200-day moving average of $293.55. Shares have climbed significantly from their 52-week low of $243.42, trading near the upper boundary of their 52-week range.
Recent Earnings
Apple Inc. AAPL generated trailing-twelve-month revenue of $466.8 billion alongside an earnings per share total of $8.72. The company posted a net profit margin of 27.6% and a return on equity of 148.8%. Its next earnings report is 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 Inc. AAPL pays an annual dividend rate of $1.08 per share, translating to a dividend yield of 0.31%. The 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 191,753 shares valued at about $63.8 million on October 2, 2026. General Counsel Jennifer Newstead sold 2,399 shares at a price of $332.01 on October 6, 2026, totaling roughly $796,492. Chief Financial Officer Kevan Parekh sold 1,392 shares valued at approximately $480,315 on October 16, 2026. Officer Ben Borders sold 1,280 shares valued at about $442,108 on October 16, 2026.
Analysts Set New Price Targets
Analyst firms updated their stances on Apple Inc. AAPL throughout October 2026. On October 1, 2026, Morgan Stanley maintained its Overweight rating while lowering its price target from $360.00 to $355.00. On the same day, Needham reiterated its Hold rating on the stock. JP Morgan maintained its Overweight rating on October 12, 2026, and raised its price target from $340.00 to $360.00. MoffettNathanson maintained a Neutral rating on October 20, 2026, adjusting its price target down from $304.00 to $283.00. Loop Capital downgraded the stock to a Hold rating on October 20, 2026, and lowered its price target from $370.00 to $330.00. Overall, consensus ratings stand at a Buy, with a mean price target of $328.35 across 39 analyst opinions.
About Apple Inc.
Headquartered in Cupertino, California, Apple Inc. AAPL designs and markets consumer electronics, mobile communication devices, and personal computers. Its core offerings include the iPhone, Mac computers, iPad tablets, and wearables like AirPods and Apple Watch, alongside digital services and accessories.
Bottom Line
Sepio Capital's larger stake reflects ongoing portfolio adjustments among institutional managers following Apple Inc.'s recent share price performance. Investors will look toward the upcoming earnings release on November 2, 2026, for further updates on financial growth and profit margins.
Related Filing Alerts
Source: Sepio Capital's 13F filing on $AAPL (Oct 22, 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