Waverly Advisors 13F: Adds $23M to Apple (AAPL) Stake

Waverly Advisors Boosts Holdings in Apple Inc.

Waverly Advisors raised its stake in Apple Inc. NasdaqGS: AAPL during the reporting period, lifting its position by 6.7% according to a Form 13F filing submitted to the Securities and Exchange Commission. The firm acquired an additional 79,231 shares, bringing its total ownership to 1,267,737 shares. Based on filing data, the reported value of this major tech holding sits at approximately $363.9 million.

Inside Waverly Advisors' Expanded Apple Position

The added shares represent a meaningful commitment to the Cupertino-based tech giant within the firm's broader portfolio. Prior to this adjustment, Waverly Advisors held 1,188,506 shares of the company. The 6.7% increase reflects a steady appetite for the consumer electronics maker, even as other institutional managers take different tapproche. For instance, firms like Montrusco Bolton Investments and Kmg Fiduciary Partners trimmed their own Apple positions recently, while First Citizens Bank & Trust and B. Riley Wealth Advisors grew their stakes.

Apple Stock Performance and Market Context

Apple shares trade within a 52-week range spanning from a low of $243.42 to a high of $348.15. The consumer electronics leader commands a massive multi-trillion-dollar market cap. Its valuation sits at a trailing price-to-earnings ratio of 39.2, with a forward price-to-earnings ratio of 35.7. The stock continues to see heavy volume above both its short-term and long-term moving averages.

Recent Insider Activity at Apple

Corporate insiders have also adjusted their personal holdings in recent months. On October 13, 2026, Jennifer Newstead, Senior Vice President, General Counsel and Government Affairs lead, sold 2,399 shares at an average price of $345.00, totaling $827,655 under a planned trading program. Earlier on June 15, 2026, Ben Borders, Principal Accounting Officer, sold 124 shares at a price of $296.42 for a total of $36,756.08.

Wall Street Analyst Forecasts and Price Targets

Analyst firms maintain active coverage on the tech giant with generally favorable views. On October 12, 2026, JP Morgan maintained an overweight rating and raised its price target to $360.00 from $340.00. Morgan Stanley kept an overweight rating on October 1, 2026, with a target of $355.00, while Needham reiterated a hold rating on the same day. Evercore ISI Group maintained an outperform rating on September 18, 2026, lifting its target to $380.00 from $365.00, and TD Cowen reiterated a buy rating with a $400.00 target on September 10, 2026. The stock currently holds a consensus buy rating and a mean price target of $329.38 across 39 analyst opinions.

Overview of Apple Inc.

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories globally. The company offers iconic product lines like the iPhone, Mac, and iPad alongside services ranging from the App Store and Apple Music to cloud storage and payment platforms. It serves consumers, small businesses, and enterprise markets worldwide from its Cupertino, California headquarters.

What to Watch at Apple Inc.

Investors are looking ahead to the company's next scheduled earnings release on November 2, 2026, for updated financial results. Future institutional filings will show whether Waverly Advisors and other asset managers maintain their accumulation trends. Remember that Form 13F filings look backward at portfolio choices made at the close of a reporting period and may not reflect current trading activity.