For informational purposes only — not investment advice

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AAPL

LONGINSIDER SELLCONGRESS BUYCONGRESS SELL

APPLE INC

Research: Finviz ↗·Perplexity ↗

🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.

Funds
3
Score
4.29
vs SPY
+1.1%
Stock return (since Q-end)
+20.8%
SPY return (since Q-end)
+19.7%
Current price
$305.93
Days to cover (short int.)
2.4d-3.4%
as of 2026-07-31

News Summary

Negative

Apple delivered strong Q2 and Q3 earnings beats with iPhone sales surging 22% YoY and Services reaching record levels, but issued weak forward guidance citing supply constraints and provided conservative Q4 outlook at 9-11% growth (vs. ~12% analyst expectations). The company faces multiple headwinds: regulatory pressures in EU/US, upcoming CEO transition, and supply chain constraints that may pressure margins and growth.

Red flags

  • Weak forward guidance for Q4 (9-11% growth vs. analyst expectations) due to supply constraints
  • Services revenue posted first sequential decline since 2022 and weakest third-quarter growth since 2023
  • Pre-market stock dropped ~7.3% following Q3 guidance; extended trading drop >6% on supply concerns
  • Multiple regulatory headwinds: US Epic Games lawsuit restricting commission charges, EU Digital Markets Act investigations/fines, DOJ antitrust litigation
  • CEO transition effective September 1, 2026 creates leadership uncertainty during critical iPhone 18/foldable launch period
  • Ongoing supply constraints impacting iPhone, Mac, and iPad production
  • Price increases already implemented on iPads/Macs with potential iPhone price hikes anticipated

Funds Buying (3)

FundManagerShares Held∆ SharesPosition Value% of FundQoQStatus
Viking GlobalAndreas Halvorsen3.6M+3.6M$912M2.6%NEW
Soros Fund ManagementSoros Family Office501K+84K$127M1.7%+20%Existing
Himalaya CapitalLi Lu111K+111K$28M0.9%NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.

Portfolio Context

Where AAPL ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.

Viking Global

position #10 of this fund's book

  1. 7MCDONALDS CORP$1,127M
  2. 8SHERWIN WILLIAMS CO$998M
  3. 9TESLA INC$927M
  4. 10APPLE INC$912M
  5. 11BRIDGEBIO PHARMA INC$879M
  6. 12CARVANA CO$874M
  7. 13MICROSOFT CORP$855M
Soros Fund Management

position #13 of this fund's book

  1. 10RIVIAN AUTOMOTIVE INC$154M
  2. 11JD.COM INC$150M
  3. 12LINDE PLC$129M
  4. 13APPLE INC$127M
  5. 14TKO GROUP HOLDINGS INC$122M
  6. 15SEALED AIR CORP NEW$116M
  7. 16LUMENTUM HLDGS INC$114M
Himalaya Capital

position #13 of this fund's book

  1. 10S&P GLOBAL INC$52M
  2. 11BLOCK H & R INC$52M
  3. 12MOODYS CORP$51M
  4. 13APPLE INC$28M
  5. 14MSCI INC$10M

Values are quarter-end position sizes. Shown only for funds where AAPL ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.

Insider Activity

NameTitleTypeSharesPriceValueFiledSrc
Newstead JenniferSVP, GC and SecretarySELL1K$307.75$0.44M2026-08-11
Borders BenPrincipal Accounting OfficerSELL116$295.14$0.03M2026-06-16
LEVINSON ARTHUR DSELL50K$311.02$15.55M2026-05-27
Borders BenPrincipal Accounting OfficerSELL1K$290.00$0.37M2026-05-08
LEVINSON ARTHUR DSELL150K$284.57$42.55M2026-05-06
LEVINSON ARTHUR DSELL100K$285.04$28.64M2026-05-06
Parekh KevanSenior Vice President, CFOSELL2K$275.00$0.42M2026-04-23
O'BRIEN DEIRDRESenior Vice PresidentSELL20K$255.12$5.19M2026-04-02
O'BRIEN DEIRDRESenior Vice PresidentSELL10K$255.82$2.47M2026-04-02
COOK TIMOTHY DChief Executive OfficerSELL5K$251.25$1.28M2026-04-02
COOK TIMOTHY DChief Executive OfficerSELL9K$252.11$2.31M2026-04-02
COOK TIMOTHY DChief Executive OfficerSELL2K$253.13$0.48M2026-04-02
COOK TIMOTHY DChief Executive OfficerSELL16K$254.37$4.09M2026-04-02
COOK TIMOTHY DChief Executive OfficerSELL28K$255.17$7.19M2026-04-02
COOK TIMOTHY DChief Executive OfficerSELL5K$256.00$1.17M2026-04-02

Beneficial Ownership (13D/13G)

FilerFormShares% of ClassFiledSrc
The Vanguard GroupSC 13G/A1415.8M9.5%2025-07-29

SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.

Congressional Trading

MemberChamberStateTypeAmount RangeTransaction DateFiledSrc
Shelley M CapitosenateSELL$1,001 - $15,0002026-07-212026-08-04
Sheldon WhitehousesenateSELL$15,001 - $50,0002026-06-242026-07-08
Matthew Robert Van EppshouseTN07SELL$1,001 - $15,0002026-06-162026-06-17
Gilbert CisneroshouseCA31BUY$1,001 - $15,0002026-06-052026-07-02
Daniel CrenshawhouseTX02SELL$1,001 - $15,0002026-06-012026-07-16
Alan ArmstrongsenateBUY$1,001 - $15,0002026-03-302026-07-21
Alan ArmstrongsenateBUY$250,001 - $500,0002026-03-272026-07-21
Thomas H TubervillesenateSELL$50,001 - $100,0002025-12-172026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002025-10-072026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002025-04-152026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002025-01-102026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002024-10-292026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002024-10-292026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002024-08-262026-08-05
Thomas H TubervillesenateSELL$15,001 - $50,0002024-03-122026-08-05

Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.