Atria Investments 13F: Adds $25M to Apple (AAPL) Stake

In a Form 13F filing on October 15, 2026, Atria Investments revealed it boosted its stake in Apple Inc. (NasdaqGS: AAPL) during the quarter. Please note that 13F filings are backward-looking and reflect holdings as of the reporting period, which may not represent the investor's current position today.

What Changed in Atria Investments's Apple Inc. Position

Atria Investments added 73,827 shares of Apple Inc. to its portfolio, representing a 17.8% increase over the previous quarter. The fund ended the period with 486,957 shares valued at approximately $162.1 million. This follows Atria's previous holdings of 413,130 shares.

Other Institutional Activity in Apple Inc.

Other major institutional investors made sizeable moves in Apple during the same reporting window. Blackrock Inc. grew its holdings by 18,314,912 shares, ending with 1,162,996,939 shares worth about $399.4 billion. Vanguard Capital Management LLC lifted its stake by 5,246,239 shares to hold 959,107,911 shares valued at roughly $329.4 billion. State Street Corporation added 12,770,030 shares for a total of 615,129,929 shares worth about $211.2 billion. Geode Capital Management, LLC grew its position by 2,727,705 shares to finish with 371,336,543 shares valued at roughly $127.5 billion. Vanguard Portfolio Management LLC increased its investment by 2,684,620 shares, ending with 334,119,156 shares worth about $114.7 billion.

Apple Inc. Stock Holds Steady

Apple shares recently traded around $343.01 as of October 16, 2026. The stock sits about 5.5% above its 50-day moving average of $325.08 and roughly 17.4% above its 200-day moving average of $292.11. The company has a market capitalization of roughly $4.99 trillion and a trailing price-to-earnings ratio of 39.2.

Recent Earnings

For its trailing twelve months, Apple reported 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%. The tech giant's next quarterly earnings report is scheduled for November 2, 2026.

Dividend

Apple pays an annual dividend yielding 0.32%, with a dividend payout ratio of 12.0%.

Insider Buying and Selling at Apple Inc.

Company insiders executed several stock sales prior to the filing. Officer Deirdre O'Brien sold 46,389 shares worth approximately $15.4 million on October 2, 2026. Chief Executive Officer John Ternus sold 25,412 shares valued at about $8.4 million on the same day. Officer and Director Timothy D Cook sold 191,753 shares worth roughly $63.8 million on October 2. 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.

Analysts Set New Price Targets

Wall Street analysts have updated their outlooks on the stock in recent weeks. On September 23, 2026, B of A Securities reiterated its Buy rating with a $370.00 price target. Morgan Stanley reiterated an Overweight rating with a $360.00 target on September 29, and later maintained the Overweight rating while adjusting its target to $355.00 on October 1. Needham reiterated a Hold rating on October 1, while JP Morgan maintained an Overweight rating and raised its price target to $360.00 from $340.00 on October 12, 2026. Apple currently holds a consensus recommendation of buy with a mean price target of $329.38 across 39 analyst opinions.

About Apple Inc.

Apple designs and builds popular consumer technology products, including the iPhone line of smartphones, Mac personal computers, iPad tablets, and wearables like AirPods and the Apple Vision Pro. The company also offers various digital services and accessories worldwide.

Bottom Line

Atria Investments' increased investment underscores continued institutional interest in Apple as the company heads toward its November earnings release. Investors should watch upcoming filings and the upcoming earnings report to gauge whether institutional support remains strong.