AAPL at a glance
Apple Inc (AAPL, SEC CIK 320193) filed its latest 10-K annual report on October 31, 2025, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), Apple Inc (AAPL) reported revenue of $416.2 billion (up 6.4% from FY2024) and net income of $112.0 billion. Diluted EPS was $7.46.
- As of June 30, 2026, 77 institutional investment managers tracked by SignalX reported holding Apple Inc (AAPL) shares worth $1.55 trillion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ternus John on October 2, 2026 of 3,564 shares at $331.38 per share.
- In the last 90 days, AAPL insiders reported 0 open-market purchases ($0) and 18 open-market sales ($92.1M) on Form 4, a net sale of $92.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $416.2B
- +6.4% vs prior year
- Insiders · 90 days
- 0 buys · 18 sells
- Net −$92.1M
- 13F holders
- 77 funds
- $1.5T · −1 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business: Design, manufacture, and market of integrated hardware-software products and related services
- New emphasized products: Apple Vision Pro spatial computer with visionOS, Apple Watch Series 11 and Ultra 3, iPhone 17 Pro and iPhone Air
- Strategic focus on expanding market opportunities across smartphones, computers, tablets, wearables, and services amid intense competitive pricing pressure
- Employee count 166,000 full-time equivalents as of September 27, 2025, reflecting workforce scale and investment in human capital
- Distribution split 40% direct sales, 60% indirect sales channels, underscoring importance of diversified sales strategy
Risk Factors
- Tax risk from EU State Aid Decision, $10.7B decrease in income tax provision 2025 vs 2024
- Geopolitical exposure to foreign earnings with reduced effective tax rate impacting 15.6% rate in 2025
- R&D expense increase 10% driven by headcount and infrastructure cost growth to $34.55B in 2025
- SG&A expenses up 6% due to higher headcount and variable selling expenses to $27.60B in 2025
- Total operating expenses grew 8% to $62.15B, consuming 15% of net sales in 2025
Management Discussion & Analysis
- Revenue $416.2B, up 6% YoY from $391.0B in 2024, driven by Services and iPhone growth
- Gross margin 46.9% vs 46.2% in 2024; Products margin 36.8% vs 37.2%; Services margin 75.4% vs 73.9%
- Best segment: Europe revenue $111.0B, up 10% YoY; Worst segment: Greater China $64.4B, down 4% YoY
- Risks include new tariffs impacting supply chain, pricing, gross margin and potential adverse macroeconomic effects
AI summary of the AAPL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Near-term risks identified: macroeconomic conditions, tariffs, and other measures
- Forward-looking statements subject to significant uncertainty and risk factors
Risk Factors
- No material risk-factor changes since the 2025 Form 10-K
- Component supply constraints, especially advanced semiconductors, NAND, and DRAM, driving higher costs
- EU Digital Markets Act compliance requiring interoperability, alternative fees, and distribution changes
- Google antitrust remedies potentially restricting commercial terms for Apple search distribution
- Third-party cloud capacity constraints threatening AI feature availability and increasing operating costs
AI summary of the AAPL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO transition effective September 1, 2026, with John Ternus succeeding Tim Cook and Cook becoming Executive Chair
- Ternus compensation: $3 million salary, $2.5 million prorated fiscal 2026 RSU award, and $55 million fiscal 2027 equity award
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results covered quarter ended June 27, 2026
- Earnings press release issued July 30, 2026
Item EX-99.1: Item EX-99.1
- Q3 FY2026 revenue $109.4B, up 16% YoY; diluted EPS $2.02, up 29%
- Gross margin 50.1%, including approximately 2 percentage points from tariff refunds
Item 2.02: Results of Operations and Financial Condition
- Apple reported fiscal Q2 2026 results for the quarter ended March 28, 2026
- Press release issued April 30, 2026; detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Fiscal Q2 revenue $111.2B, up 17% year over year; diluted EPS $2.01, up 22%
- iPhone revenue $57.0B, up from $46.8B; Services reached $31.0B, up from $26.6B
AI summaries of AAPL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AAPL
Don't miss the next AAPL filing
- Alerts as it files. A push when AAPL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AAPL, by share count.
- Ask anything. An AI agent that reads every AAPL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ternus John | Sell | Oct 2, 2026 | 3,564 | $331.38 |
| Ternus John | Sell | Oct 2, 2026 | 5,348 | $332.26 |
| O'BRIEN DEIRDRE | Sell | Oct 2, 2026 | 5,625 | $333.91 |
| COOK TIMOTHY D | Sell | Oct 2, 2026 | 39,492 | $332.16 |
| COOK TIMOTHY D | Sell | Oct 2, 2026 | 40,879 | $333.94 |
| COOK TIMOTHY D | G | Oct 2, 2026 | 26,325 | - |
| COOK TIMOTHY D | Sell | Oct 2, 2026 | 88,239 | $333.26 |
| O'BRIEN DEIRDRE | Sell | Oct 2, 2026 | 40,764 | $333.35 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $391.0B | $416.2B |
| Gross Profit | - | $180.7B | $195.2B |
| Operating Income | - | $123.2B | $133.1B |
| Net Income | - | $93.7B | $112.0B |
| Gross Margin | - | 46.2% | 46.9% |
| Op. Margin | - | 31.5% | 32.0% |
| Net Margin | - | 24.0% | 26.9% |
| Balance Sheet | |||
| Total Assets | $352.6B | $365.0B | $359.2B |
| Equity | $62.1B | $57.0B | $73.7B |
| ROE | - | 164.6% | 151.9% |
| Per Share | |||
| EPS | - | $6.08 | $7.46 |
| Cash Flow | |||
| Operating CF | - | $118.3B | $111.5B |
| CapEx | - | $9.4B | $12.7B |
Source: XBRL data in Apple Inc (AAPL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AAPL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 77 | $1.55T |
| Q1 2026 | 78 | $1.35T |
| Q4 2025 | 74 | $1.50T |
| Q3 2025 | 77 | $1.44T |
| Q2 2025 | 77 | $1.12T |
| Q1 2025 | 73 | $904.84B |
| Q4 2024 | 71 | $859.08B |
| Q3 2024 | 65 | $383.59B |
- Franklin Resources+20.60M (+42%)
- BlackRock+18.30M (+2%)
- FMR LLC (Fidelity)+17.91M (+6%)
- State Street Corp+12.79M (+2%)
- Bank of America Corp+7.09M (+6%)
- T. Rowe Price Group−40.62M (-20%)
- Millennium Management−3.91M (-84%)
- BNY Mellon−3.73M (-4%)
- JPMorgan Chase & Co−2.86M (-1%)
- Morgan Stanley−1.86M (-1%)
- Viking Global Investors−3.59M
Source: 13F-HR filings on SEC EDGAR (aggregated from 592 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AAPL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | May 29, 2026 | - | - |
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AAPL SEC filings: frequently asked questions
Are AAPL insiders buying or selling?
In the last 90 days, Apple Inc (AAPL) officers, directors and 10% owners reported no open-market purchases and 18 open-market sales worth $92.1 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AAPL stock?
As of June 30, 2026, the largest Apple Inc (AAPL) holders among the 13F filers tracked by SignalX were BlackRock ($336.5 billion), Vanguard Capital Management LLC ($277.5 billion), State Street Corp ($178.0 billion), Vanguard Portfolio Management LLC ($96.7 billion), FMR LLC (Fidelity) ($94.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AAPL's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), Apple Inc (AAPL) reported revenue of $416.2 billion (up 6.4% from FY2024) and net income of $112.0 billion. Diluted EPS was $7.46. The figures come from the XBRL data in the 10-K.
What are the main risks in AAPL's latest 10-K?
In the 10-K filed October 31, 2025, Apple Inc (AAPL) flagged: Tax risk from EU State Aid Decision, $10.7B decrease in income tax provision 2025 vs 2024. Geopolitical exposure to foreign earnings with reduced effective tax rate impacting 15.6% rate in 2025. (AI summary of the Risk Factors section.)
What did AAPL report in its latest 8-K?
Apple Inc (AAPL) filed an 8-K on September 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). CEO transition effective September 1, 2026, with John Ternus succeeding Tim Cook and Cook becoming Executive Chair.
What are the latest AAPL SEC filings?
Apple Inc (AAPL) filed its latest 10-K annual report on October 31, 2025, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on October 5, 2026.
What is AAPL's SEC CIK number?
Apple Inc (AAPL)'s SEC Central Index Key (CIK) is 320193. EDGAR lists every AAPL filing under that number.
Ask anything about AAPL
The research agent reads AAPL's filings, financials, insider trades and 13F holders, then answers with sources.