STOCK

AAPL APPLE INC

Held by 33 of 73 curated managers · 33 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $4.85T
P/E (Trailing) 37.46
P/E (Forward) 34.70
PEG Ratio 2.48
Price/Book 45.15
Profit Margin 27.6%
Gross Margin 48.7%
Revenue Growth YoY 16.4%
Earnings Growth YoY 28.7%
Dividend Yield 0.3%
52-Week Range $229.02 – $344.57

Fundamentals: Yahoo Finance · cached · Sep 12, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — AAPL

$80.5B$161B+0%+30%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 6 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding AAPL

  1. Berkshire Hathaway Inc. The original. Buffett + Munger discipline.
    Name to know Mega
    22.0% of portfolio
  2. Svb Wealth LLC Broad tech exposure with outsized alpha generation.
    Top performer
    9.8% of portfolio
  3. Vanguard Group Inc. Passive indexer with modest active tilts.
    Name to know Mega
    5.6% of portfolio
  4. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    5.5% of portfolio
  5. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    5.3% of portfolio
  6. CV Advisors LLC Concentrated small-cap tech plays, 29% alpha.
    Top performer
    5.2% of portfolio
  7. Somerset Group LLC Logistics-focused generalist. Sixty-five percent annual outperformance.
    Top performer
    4.7% of portfolio
  8. Erste Asset Management GmbH Outsize alpha. Tech-heavy concentration. Sparse positioning.
    Top performer
    4.3% of portfolio
  9. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    3.4% of portfolio
  10. Shufro Rose & Co. LLC Concentrated small-cap value with outsized alpha.
    Top performer
    3.3% of portfolio
EDITORIAL BRIEF

The editorial brief for AAPL is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Levinson Arthur D May 6, 2026 SELL $42.55M
  • Levinson Arthur D May 6, 2026 SELL $28.64M
  • Levinson Arthur D Aug 28, 2025 SELL $20.89M
  • Levinson Arthur D May 27, 2026 SELL $15.55M
  • Cook Timothy D Oct 2, 2025 SELL $15.39M
CONGRESS TRADES · recent