Apple Inc. $AAPL Holdings Raised by Strata Wealth Advisors LLC

02 Nov 2026, 12:07 by Michael Walen · The Markets Daily

Strata Wealth Advisors LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 24.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 27,958 shares of the iPhone maker’s stock after purchasing an additional 5,511 shares during the period. Apple accounts for about 2.2% of Strata Wealth Advisors LLC’s holdings, making the stock its 12th biggest holding. Strata Wealth Advisors LLC’s holdings in Apple were worth $9,311,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of AAPL. Berkshire Hathaway Inc acquired a new stake in shares of Apple during the 2nd quarter worth approximately $65,950,297,000. Bank of America Corp DE acquired a new position in Apple in the second quarter valued at approximately $36,986,090,000. Legal & General Group Plc acquired a new position in Apple in the second quarter valued at approximately $30,443,242,000. Deutsche Bank AG acquired a new position in Apple in the second quarter valued at approximately $13,658,359,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Apple in the second quarter worth approximately $10,588,946,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have issued reports on AAPL shares. Moffett Nathanson set a $283.00 target price on Apple and gave the stock a “neutral” rating in a research note on Tuesday, October 20th. Royal Bank Of Canada set a $365.00 target price on Apple in a research report on Wednesday, July 15th. Loop Capital lowered Apple from a “buy” rating to a “hold” rating and decreased their price target for the company from $370.00 to $330.00 in a research note on Tuesday, October 20th. China Renaissance cut Apple from a “buy” rating to a “hold” rating and lowered their price target for the stock from $329.00 to $280.00 in a report on Tuesday, August 4th. Finally, Daiwa Securities Group increased their price target on Apple from $325.00 to $335.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $340.49.

Read Our Latest Stock Report on Apple

Apple Price Performance

Apple stock opened at $344.63 on Monday. Apple Inc. has a fifty-two week low of $243.42 and a fifty-two week high of $351.73. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The firm has a 50 day moving average price of $333.04 and a 200 day moving average price of $296.38. The company has a market capitalization of $5.03 trillion, a PE ratio of 39.52, a price-to-earnings-growth ratio of 2.74 and a beta of 1.07.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%. The company had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same quarter in the previous year, the company earned $1.57 earnings per share. The firm’s quarterly revenue was up 16.4% compared to the same quarter last year. Research analysts expect that Apple Inc. will post 8.75 earnings per share for the current year.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple acquired Ascension Labs, which operates as Ascend.io, gaining access to agentic artificial-intelligence talent and intellectual property. The deal supports Apple’s effort to strengthen its AI capabilities, although financial terms were not disclosed. Apple Acquires AI Firm Ascend.io Talent and Patents
Positive Sentiment: Demand indicators remain supportive: the foldable iPhone Duo reportedly sold out quickly, orders are backed up, and Apple is positioned to benefit from strong iPhone, Mac and Services demand. Analysts including Bank of America and Goldman Sachs remain constructive, with BofA reiterating a Buy rating and a $370 price target. Analyst Reiterates Buy on Apple
Positive Sentiment: The first touchscreen MacBook Pro, equipped with OLED displays and M5 Pro or M5 Max chips, expands Apple’s premium hardware lineup and could support a new product-cycle catalyst. Apple Shows First Touchscreen Laptops
Neutral Sentiment: Apple’s earnings report is the immediate focus. Investors will look for evidence that revenue growth, Services momentum and AI investments can offset rising component costs and potentially slower holiday growth. Options activity suggests substantial volatility around the release. Apple November 2 Earnings Preview
Negative Sentiment: AI-related demand has sharply increased flash-memory prices, raising concerns that Apple’s gross margin will come under pressure. Qualcomm also indicated that Apple-related revenue is declining faster than previously expected, reinforcing concerns about the pace of future iPhone growth. AI Has Made Flash Memory More Expensive
Negative Sentiment: At roughly 40 times earnings and near its yearly high, Apple has limited room for an earnings or guidance disappointment. A senior vice president’s repeated stock sales and a South Korean fine related to app-market practices add modest additional caution. Apple Insider Selling

Insider Transactions at Apple

In other news, SVP Jennifer Newstead sold 2,399 shares of Apple stock in a transaction on Tuesday, September 29th. The stock was sold at an average price of $336.18, for a total value of $806,495.82. Following the completion of the sale, the senior vice president directly owned 41,992 shares of the company’s stock, valued at approximately $14,116,870.56. The trade was a 5.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Timothy Cook sold 191,753 shares of Apple stock in a transaction on Friday, October 2nd. The shares were sold at an average price of $332.96, for a total value of $63,846,078.88. Following the completion of the sale, the insider directly owned 3,264,168 shares of the company’s stock, valued at $1,086,837,377.28. The trade was a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 289,252 shares of company stock valued at $96,301,063. Corporate insiders own 0.06% of the company’s stock.

Apple Company Profile

(Free Report)

Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.