Stocklore

Apple Inc. (AAPL)

IT Hardware · US stock

What changed in recent filings

  • Revenue +16% YoYQuarter ended Jun 27, 2026
  • Services segment 21% → 28%Dec 28, 2024 → Jun 27, 2026
  • Institutions — 1 new13F · 2026 Q1 · 45-day lag

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Apple Inc.

How many of the institutions we track reported this stock among their largest positions, quarter by quarter.

2019 Q1 · 12019 Q2 · 12019 Q3 · 12019 Q4 · 12020 Q1 · 12020 Q2 · 22020 Q3 · 22020 Q4 · 22021 Q1 · 12021 Q2 · 12021 Q3 · 12021 Q4 · 22022 Q1 · 12022 Q2 · 12022 Q3 · 12022 Q4 · 12023 Q1 · 12023 Q2 · 22023 Q3 · 12023 Q4 · 12024 Q1 · 32024 Q2 · 62024 Q3 · 42024 Q4 · 22025 Q1 · 12025 Q2 · 12025 Q3 · 12025 Q4 · 12026 Q1 · 219 Q122 Q326 Q1max 6

2019 Q1: 1 → 2026 Q1: 2 institutions

Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.

Company overview

Designs and sells consumer electronics such as the iPhone, Mac, and iPad, with high-margin services like the App Store and Apple Music forming a second revenue pillar. A powerful ecosystem and brand loyalty are its moat. But with about half of revenue concentrated in the iPhone, a maturing smartphone market and reliance on China weigh on it, and it faces regulatory pressure over App Store fees.

What is the IT Hardware sector?

PCs, servers, and storage. Benefits from data centers alongside chips.

Apple Inc. is classified under the IT Hardware sector. See peers below.

Apple Inc. key financials

Based on SEC filings · latest quarter (TTM)

151.9%
0.77x
as of Jun 27, 2026

Tap a metric name to see its meaning in the glossary.

Apple Inc. vs IT Hardware sector benchmark

Median of 14 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
14.2%vs benchmark 18.0%↓ below
Operating margin
32.6%vs benchmark 25.0%↑ above
Net margin
27.6%vs benchmark 20.1%↑ above
ROE
151.9%vs benchmark 20.3%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

AAPL revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-27 revenue was $109.4B, +16.4% YoY.

The largest segment is iPhone, 49.6% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the iPhone segment (about 63% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

AAPL segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

24.12월25.3월25.6월25.9월25.12월26.3월26.6월
iPhone 50%Services 28%Mac 9%Wearables, Home and Accessories 7%iPad 6%

ETFs holding Apple Inc.

Per SEC N-PORT · 2026-03-31 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
13.63%
QQQInvesco QQQ Trust, Series 1
7.63%
QQQMInvesco NASDAQ 100 ETF
7.59%
SPY
6.66%
VOOVANGUARD 500 INDEX FUND
6.66%
IVViShares Core S&P 500 ETF
6.65%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
5.94%
ITOTiShares Core S&P Total U.S. Stock Market ETF
5.88%
DIA
3.36%
JEPIJPMorgan Equity Premium Income ETF
1.39%
RSPInvesco S&P 500 Equal Weight ETF
0.18%

AAPL on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — valuation and growth vs the IT Hardware average
See full AAPL analysis →

Peers · IT Hardware

AAPL FAQ

What is Apple Inc. (AAPL)?

Designs and sells consumer electronics such as the iPhone, Mac, and iPad, with high-margin services like the App Store and Apple Music forming a second revenue pillar. A powerful ecosystem and brand loyalty are its moat. But with about half of revenue concentrated in the iPhone, a maturing smartphone market and reliance on China weigh on it, and it faces regulatory pressure over App Store fees.

What sector is Apple Inc. in?

Apple Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.

What are Apple Inc.'s key financials?

Based on the latest quarter (TTM) from SEC filings: Revenue growth (YoY) 14.2%, Operating margin 32.6%, Net margin 27.6%, ROE 151.9%, Debt-to-equity 0.77x. Definitions and interpretation are available on Stocklore.

What are Apple Inc.'s main revenue segments?

The largest segment is iPhone, about 49.6% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Apple Inc. (AAPL) stock?

On Stocklore you can see AAPL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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