Concurrent Investment Advisors 13F: Adds $89M to AAPL Stake
Concurrent Investment Advisors expanded its investment in Apple Inc. by 23.8%, according to a recent regulatory filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Concurrent Investment Advisors added 270,750 shares to its stake in Apple Inc. ($AAPL), a 23.89% increase, according to a 13F filing with the SEC dated October 16, 2026. It reported 1,404,218 shares worth $462.32 million at the end of the quarter.
Find the original: Concurrent Investment Advisors 13F filings on SEC EDGAR
AAPL
Apple Inc.
Key Points
- Concurrent Investment Advisors lifted its Apple Inc. position by 270,750 shares to reach a total of 1,404,218 shares.
- Apple Inc. recently posted trailing twelve-month revenue of $466.8 billion alongside a net profit margin of 27.6%.
- Several major institutional investors also adjusted their stakes, while Wall Street analysts maintain a consensus buy rating on the stock.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Apple Inc. alert may contain errors. Disclosures
Concurrent Investment Advisors boosted its holdings in Apple Inc. (NasdaqGS: AAPL) by 23.8% during the period, purchasing an additional 270,750 shares. The purchase brought the firm's total stake to 1,404,218 shares with a reported value of $462,320,335, according to a Form 13F filing submitted on October 16, 2026. Because 13F filings look backward at holdings from the end of the quarter, this disclosure shows past positioning and may not reflect current trading activity.
Other Institutional Activity in Apple Inc.
Other large investment firms also shifted their positions in Apple Inc. Blackrock Inc. grew its holdings by 18,314,912 shares, ending with 1,162,996,939 shares worth about $399,442,918,731 following a 1.6% increase. Vanguard Capital Management LLC lifted its stake by 5,246,239 shares, or 0.5%, to hold 959,107,911 shares valued at about $329,415,194,916. State Street Corporation added 12,770,030 shares for a 2.1% increase, holding 615,129,929 shares worth about $211,272,520,158. Geode Capital Management, LLC grew its position by 2,727,705 shares, or 0.7%, ending with 371,336,543 shares valued at around $127,539,245,885. Finally, Vanguard Portfolio Management LLC increased its holdings by 2,684,620 shares, representing a 0.8% rise to total 334,119,156 shares worth about $114,756,562,464.
Apple Inc. Stock Holds Steady
Apple Inc. shares recently traded around $343.01 as of October 16, 2026. The stock sits above its 50-day and 200-day moving averages and trades near its 52-week high of $348.15.
Recent Earnings
Apple Inc. reported trailing twelve-month revenue of $466,822,987,776 and earnings of $8.72 per share. The company generated a net profit margin of 27.6% and a return on equity of 148.8%. Revenue grew 16.4% year over year. The next quarterly earnings release 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. pays an annual dividend yield of 0.32% with a payout ratio of 12.0%.
Insider Buying and Selling at Apple Inc.
Company insiders completed multiple transactions prior to the filing. Officer Deirdre O'Brien sold 46,389 shares valued at $15,466,923 on October 2, 2026. Chief Executive Officer John Ternus disposed of 25,412 shares worth $8,460,740 on the same day. Officer and Director Timothy D Cook sold 191,753 shares for a total of $63,845,841 on October 2, 2026. General Counsel Jennifer Newstead sold 2,399 shares at a price of $332.01, totaling $796,492 on October 6, 2026.
Analysts Set New Price Targets
Analyst firms adjusted ratings and targets ahead of the filing. B of A Securities reiterated a buy rating with a $370.00 target on September 23, 2026. Morgan Stanley reiterated an overweight rating and a $360.00 target on September 29, 2026, before updating its target to $355.00 on October 1, 2026. Needham issued a hold rating on October 1, 2026. JP Morgan maintained an overweight rating and raised its target from $340.00 to $360.00 on October 12, 2026. The stock carries a consensus buy recommendation from 39 analysts, with a mean price target of $329.38.
About Apple Inc.
Apple Inc. designs, manufactures, and markets personal technology products worldwide, including iPhones, Macs, iPads, and wearable accessories like AirPods and Apple Watch. Institutional interest remains strong as the company prepares for its upcoming earnings release.
Bottom Line
Concurrent Investment Advisors holds a larger position in Apple Inc. following its latest reported purchase. Investors will watch the company's next earnings report on November 2, 2026, for further financial updates. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Concurrent Investment Advisors's 13F filing on $AAPL (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Concurrent Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts