U S Global Investors 13F: Exits Apple (AAPL) Stake
Key Points
- U S Global Investors exited its Apple Inc. AAPL stake, selling all 2,000 shares according to a Form 13F filed on October 22, 2026.
- Apple Inc. AAPL shares traded near their 52-week high of $348.36, closing at $348.22 on the filing date.
- Several other institutional investors adjusted their positions in the consumer electronics giant during the same filing period.
Since the filing, $AAPL is down 0.1% to date (from the $348.22 close on Oct 22, 2026).
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U S Global Investors sold out of its position in Apple Inc. AAPL, getting rid of all 2,000 shares according to a Form 13F filed with the SEC on October 22, 2026. The exit brought the firm's ending share count to zero. Apple Inc. shares closed at $348.22 on the filing date.
AAPL
Apple Inc.
What Changed in U S Global Investors's Apple Inc. Position
U S Global Investors completely closed out its stake in Apple Inc. AAPL during the period, selling its entire holding of 2,000 shares. The fund held 2,000 shares prior to the sale, leaving it with no remaining shares after the transaction.
Other Institutional Activity in Apple Inc.
Other institutional investors made various adjustments to their Apple Inc. holdings around the same time. SBI Securities reduced its stake by 5,719 shares to end with 464,200 shares valued at about $154.6 million. BIP Wealth grew its holdings by 4,571 shares, ending with 125,602 shares worth about $41.8 million. True North Advisors boosted its stake by 19,006 shares, bringing its total to 319,401 shares valued at about $106.4 million. Midwest Trust added 22,262 shares to reach 1,454,798 shares worth about $484.5 million. Perigon Wealth Management trimmed its position by 46,447 shares, holding 1,090,415 shares worth about $363.1 million at the close of the period.
Apple Inc. Stock Up 1.1%
Apple Inc. AAPL shares closed at $348.22 on October 22, 2026, and recently traded around $347.73 as of October 24, 2026. The recent price sits about equal to its 52-week high of $348.36 and roughly 42.9% above its 52-week low of $243.42. The stock trades above both its 50-day moving average of $328.62 and its 200-day moving average of $293.98.
Recent Earnings
Apple Inc. AAPL reported trailing twelve month revenue of $466.8 billion and earnings of $8.72 per share. The company posted a net profit margin of 27.6% and a return on equity of 148.8%, with revenue growing 16.4% year over year. 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, yielding 0.31% with a payout ratio of 12.0%.
Insider Buying and Selling at Apple Inc.
Company insiders completed several transactions ahead of the filing. 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, and later sold another 2,399 shares on October 20, 2026, under a planned program at $339.62 per share for $814,748. Chief Financial Officer Kevan Parekh sold 1,392 shares on October 16, 2026, valued at $480,315, and officer Ben Borders sold 1,280 shares on the same day for $442,108.
Analysts Set New Price Targets
Wall Street analysts updated their views on Apple Inc. AAPL through October. On October 1, 2026, Morgan Stanley maintained its overweight rating while lowering its price target to $355.0 from $360.0. Needham reiterated a hold rating on the same day, while JP Morgan maintained an overweight rating and raised its target to $360.0 from $340.0 on October 12, 2026. MoffettNathanson maintained a neutral rating and lowered its target to $283.0 from $304.0 on October 20, 2026, and Loop Capital downgraded the stock to hold and cut its target to $330.0 from $370.0. The stock carries a consensus recommendation of buy with a mean price target of $328.35 across 39 analyst opinions.
About Apple Inc.
Apple Inc. AAPL designs, manufactures, and markets consumer electronics, personal computers, and mobile devices, alongside software and digital services. Key hardware lines include iPhones, Mac computers, iPads, and wearables like AirPods and Apple Watches. Institutional adjustments in the stock coincide with steady product demand and upcoming quarterly updates.
Bottom Line
Investors will look ahead to Apple Inc.'s upcoming earnings release on November 2, 2026, for further updates on financial performance and market demand. Monitoring subsequent 13F filings will show how other institutional portfolios adjust their tech allocations.
Related Filing Alerts
Source: U S Global Investors'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