George Soros Is Doubling Down on Apple Stock. Should You Also Load Up on AAPL in 2026?

Apple (AAPL) is once again at the center of institutional investors’ portfolio rebalancing. From George Soros to BlackRock (BLK) and Vanguard, some of the biggest players on Wall Street have increased their exposure to the iPhone maker in recent weeks. However, some high-profile investors, such as Warren Buffett and Ray Dalio, have also reduced their stakes in the tech giant. The question is, will 2026 be the year investors should bet more on Apple stock? The macroeconomic environment is also adding to the intrigue, as the tech sector — comprised of the largest-cap tech companies — is a major contributor to the broader market’s performance. 

Apple is also one of the largest components of popular exchange-traded funds (ETFs) such as the Invesco QQQ Trust (QQQ) and the Technology Select Sector SPDR Fund (XLK). As Apple’s shares are trading near $274, just below their 52-week high of $288.62, investors are trying to determine whether the fundamentals justify the premium valuation.