Institutional Holdings Update on Apple Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AAPL?
Source: seekingalpha
- Holding Overview: BlackRock added 8.3 million shares of Apple (AAPL), bringing its total to 1.15 billion shares valued at $313.91 billion, representing 5.31% of its portfolio, indicating sustained confidence in Apple's performance.
- Morgan Stanley Increase: Morgan Stanley increased its Apple holdings to over 230 million shares worth $62.7 billion, making up 3.74% of its portfolio, further solidifying Apple's central role in its investment strategy.
- Vanguard Group Boost: Vanguard Group raised its Apple holdings to 1.43 billion shares valued at $387.75 billion, now accounting for 5.62% of its portfolio, reflecting institutional optimism regarding Apple's growth potential.
- Reduction Analysis: Despite the increases, Warren Buffett's Berkshire Hathaway trimmed its stake by 4.3% in Q4, maintaining over 227 million shares valued at nearly $62 billion, highlighting a divergence in market sentiment towards Apple.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 264.350
Low
239.00
Averages
306.89
High
350.00
Current: 264.350
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Liberty Wealth Acquires DFGX ETF Shares Worth $19 Million
- New Position Disclosure: On February 4, 2026, Liberty Wealth Management LLC disclosed a new position by acquiring 367,041 shares of Dimensional Global ex U.S. Core Fixed Income ETF, with an estimated trade value of $19.3 million, indicating a strategic interest in international fixed-income markets.
- Asset Allocation Strategy: DFGX represents 2.5% of Liberty Wealth's 13F assets, and while it does not rank among the top five holdings, the firm's total asset value stands at $775 million, reflecting a balanced investment strategy across a diverse portfolio.
- Market Environment Impact: Following two rate cuts by the Federal Reserve last year, further cuts are anticipated in 2026, making the current purchase of bond funds a strategic move to lock in higher yields and potentially position for a bond rotation in the upcoming year.
- Portfolio Diversification: DFGX offers a low-cost avenue for investors to gain exposure to foreign government bonds, enhancing the stability of Liberty Wealth's portfolio while complementing its second-largest holding, the iShares S&P 500 Growth ETF, demonstrating a balanced approach to pursuing quality growth and income.
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- Holding Overview: BlackRock added 8.3 million shares of Apple (AAPL), bringing its total to 1.15 billion shares valued at $313.91 billion, representing 5.31% of its portfolio, indicating sustained confidence in Apple's performance.
- Morgan Stanley Increase: Morgan Stanley increased its Apple holdings to over 230 million shares worth $62.7 billion, making up 3.74% of its portfolio, further solidifying Apple's central role in its investment strategy.
- Vanguard Group Boost: Vanguard Group raised its Apple holdings to 1.43 billion shares valued at $387.75 billion, now accounting for 5.62% of its portfolio, reflecting institutional optimism regarding Apple's growth potential.
- Reduction Analysis: Despite the increases, Warren Buffett's Berkshire Hathaway trimmed its stake by 4.3% in Q4, maintaining over 227 million shares valued at nearly $62 billion, highlighting a divergence in market sentiment towards Apple.
See More
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- Asset Allocation Strategy: DFGX represents 2.5% of Liberty Wealth's 13F assets, and while it does not rank among the top five holdings, the firm's total asset value stands at $775 million, reflecting a balanced investment strategy across a diverse portfolio.
- Market Environment Impact: Following two rate cuts by the Federal Reserve last year, further cuts are anticipated in 2026, making the current purchase of bond funds a strategic move to lock in higher yields and potentially position for a bond rotation in the upcoming year.
- Portfolio Diversification: DFGX offers a low-cost avenue for investors to gain exposure to foreign government bonds, enhancing the stability of Liberty Wealth's portfolio while complementing its second-largest holding, the iShares S&P 500 Growth ETF, demonstrating a balanced approach to pursuing quality growth and income.
See More
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- Holding Overview: BlackRock added 8.3 million shares of Apple (AAPL), bringing its total to 1.15 billion shares valued at $313.91 billion, representing 5.31% of its portfolio, indicating sustained confidence in Apple's performance.
- Morgan Stanley Increase: Morgan Stanley increased its Apple holdings to over 230 million shares worth $62.7 billion, making up 3.74% of its portfolio, further solidifying Apple's central role in its investment strategy.
- Vanguard Group Boost: Vanguard Group raised its Apple holdings to 1.43 billion shares valued at $387.75 billion, now accounting for 5.62% of its portfolio, reflecting institutional optimism regarding Apple's growth potential.
- Reduction Analysis: Despite the increases, Warren Buffett's Berkshire Hathaway trimmed its stake by 4.3% in Q4, maintaining over 227 million shares valued at nearly $62 billion, highlighting a divergence in market sentiment towards Apple.
See More
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- Indictment for Trade Secret Theft: Three Silicon Valley engineers have been indicted for allegedly stealing trade secrets from Google and other tech firms, with each facing up to 10 years in prison and $250,000 fines if convicted, highlighting the severe legal repercussions of corporate espionage.
- Exploitation of Positions: The defendants exploited their roles at leading mobile processor companies to obtain hundreds of confidential files, including critical information related to processor security and cryptography, indicating a significant threat to industry integrity and security.
- Concealment Tactics: The defendants allegedly routed stolen files through a third-party communication platform and took deliberate steps to conceal their identities, demonstrating a clear awareness of the legal consequences of their actions and complicating the prosecution's case.
- Google's Security Measures: Google detected the alleged theft through routine security monitoring and promptly enhanced its safeguards, including restricting employee access to sensitive information and implementing two-factor authentication, underscoring the company's commitment to protecting its trade secrets.
See More
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- New Position Established: Lynx Investment Advisory initiated a position in the Akre Focus ETF during Q4 2026, acquiring 87,467 shares valued at $5.73 million, which represents 3.1% of its reportable assets, indicating initial confidence in the fund.
- Asset Allocation Overview: While the Akre Focus ETF remains outside Lynx's top five holdings, its asset allocation reflects a preference for low-risk growth, particularly alongside investments in the iShares S&P 500 Quality ETF and Apple.
- Fund Performance Analysis: As of February 5, 2026, the Akre Focus ETF was priced at $57.11, down 16.2% from its 52-week high, and has declined 17.4% over the past year, significantly trailing the S&P 500 by 31 percentage points, highlighting challenges in the market.
- Investment Strategy Outlook: The Akre Focus ETF has delivered over 14% annualized returns since its inception in 2009, and despite underperforming in the last five years, its focus on high-quality growth stocks may yield better returns in the future, aligning with Lynx's low-risk growth investment strategy.
See More
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- Share Increase: Financial Council LLC disclosed a purchase of 159,189 shares of iShares MSCI ACWI ex U.S. ETF during Q4 2025, valued at approximately $10.55 million, indicating strong confidence in international markets.
- Asset Allocation Impact: This acquisition raises ACWX's share to 5.65% of Financial Council's reportable assets, making it one of the top five holdings, reflecting a commitment to a diversified global investment strategy.
- Outstanding Market Performance: ACWX achieved a 35.4% total return over the past year, outperforming the S&P 500 by 21.4 percentage points, showcasing its competitiveness and appeal in the international equity market.
- Investment Trend: As investors seek better value and growth opportunities, ACWX's performance highlights the market's focus on non-U.S. equities, which is expected to continue attracting capital inflows for improved investment returns.
See More
Valley Wealth Managers Increases Stake in Nexstar Media Group
- Stake Increase Transaction: On February 4, 2026, Valley Wealth Managers increased its stake in Nexstar Media Group by purchasing 24,243 shares for approximately $4.73 million, reflecting confidence in Nexstar's future growth potential.
- Asset Management Growth: This acquisition raises Nexstar's share to 1.72% of Valley Wealth Managers' assets under management, with a quarter-end value increase of $5.50 million, indicating a positive stock price trend.
- Strong Market Performance: As of February 3, 2026, Nexstar's stock price stood at $208.11, marking a 42.5% increase over the past year and outperforming the S&P 500 by 27.07 percentage points, showcasing its sustained competitiveness in the media sector.
- Significant Acquisition Impact: Nexstar's recent $6.2 billion acquisition of Tegna is expected to increase its television station count to 265, with an anticipated net benefit of approximately $300 million, further solidifying its market position and enhancing profitability.
See More
