Simplicity Wealth,LLC 13F: Adds $6.6M to Apple (AAPL) Stake
Key Points
- Simplicity Wealth boosted its Apple Inc. AAPL holdings by 19,741 shares to reach 216,914 shares valued at $72.2 million in a filing on October 23, 2026.
- Apple Inc. AAPL recently traded around $347.73 as of October 24, 2026, sitting near its 52-week high of $348.36.
- Multiple institutional funds adjusted their stakes, while company insiders reported several share sales during October 2026.
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Simplicity Wealth grew its stake in Apple Inc. AAPL by 19,741 shares during the period, according to a Form 13F filing with the SEC on October 23, 2026. The fund now owns 216,914 shares with a reported value of $72,236,762.
AAPL
Apple Inc.
What Changed in Simplicity Wealth's Apple Inc. Position
Simplicity Wealth lifted its investment in Apple Inc. AAPL by 10.0%, adding to the 197,173 shares it held previously. The adjustment brought its total share count to 216,914.
Other Institutional Activity in Apple Inc.
Other major funds also adjusted their positions around the same time. Mutual of America Capital Management lowered its holdings by 1.3% to end with 1,566,404 shares worth $521,643,860 after trimming 20,749 shares. BSN CAPITAL PARTNERS grew its holdings by 275,000 shares, ending with 850,000 shares worth about $276,110,500 following a 47.8% increase. Wilmington Savings Fund Society, FSB lowered its holdings by 9,619 shares, ending with 743,378 shares worth about $247,559,742 after a 1.3% reduction. Verity & Verity trimmed its position by 2,045 shares, ending with 120,728 shares worth about $40,204,803 following a 1.7% decrease. U S Global Investors closed its position by selling all 2,000 shares for a 100.0% reduction.
Apple Inc. Stock Up 1.1%
Apple Inc. AAPL shares recently traded around $347.73 as of October 24, 2026, remaining about equal to the closing price of $347.73 on October 23, 2026. The stock closed at $347.73 on the filing date.
Recent Earnings
Apple Inc. reported trailing-twelve-month revenue of $466.82 billion and earnings of $8.72 per share. The company is scheduled to release its next financial results 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
The company pays an annual dividend of $1.08 per share, giving it a dividend yield of 0.31%.
Insider Buying and Selling at Apple Inc.
Corporate insiders completed several transactions during October 2026. General Counsel Jennifer Newstead sold 2,399 shares on October 6, 2026, at an average price of $332.01 for a total value of $796,492. Chief Financial Officer Kevan Parekh sold 1,392 shares on October 16, 2026, valued at $480,315. Officer Ben Borders sold 1,280 shares on October 16, 2026, valued at $442,108. Jennifer Newstead sold another 2,399 shares on October 20, 2026, at an average price of $339.62 for a total value of $814,748.
Analysts Set New Price Targets
Several Wall Street firms recently updated their views. On October 1, 2026, Morgan Stanley maintained an Overweight rating while lowering its price target from $360.00 to $355.00. On October 1, 2026, Needham reiterated a Hold rating. On October 12, 2026, JP Morgan maintained an Overweight rating and raised its price target from $340.00 to $360.00. On October 20, 2026, MoffettNathanson maintained a Neutral rating and lowered its price target from $304.00 to $283.00. On October 20, 2026, Loop Capital downgraded the stock to a Hold rating and lowered its price target from $370.00 to $330.00.
About Apple Inc.
Apple Inc. designs and markets personal technology items, including phones, computers, tablets, and wearable accessories. The business serves consumer and enterprise customers worldwide through retail and digital channels.
Bottom Line
Market participants will track upcoming financial reports and institutional updates to gauge demand. Future regulatory filings will also show whether institutional interest continues to shift.
Related Filing Alerts
Source: Simplicity Wealth,LLC'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