Waldron Private Wealth LLC Has $29.48 Million Stake in Apple Inc. $AAPL

Waldron Private Wealth LLC grew its holdings in Apple Inc. (NASDAQ:AAPL) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 115,765 shares of the iPhone maker’s stock after purchasing an additional 3,100 shares during the quarter. Apple comprises about 1.2% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 14th largest position. Waldron Private Wealth LLC’s holdings in Apple were worth $29,477,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. American Alpha Advisors LLC grew its stake in shares of Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after purchasing an additional 41 shares during the last quarter. Capstone Wealth Management LLC lifted its holdings in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares in the last quarter. Baker Boyer National Bank lifted its holdings in Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. boosted its position in Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after buying an additional 47 shares during the last quarter. Finally, Uncommon Cents Investing LLC increased its stake in shares of Apple by 0.4% in the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after buying an additional 47 shares during the period. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is rolling out an integrated video‑podcast experience this spring, a direct push into formats dominated by YouTube, Spotify and Netflix that could expand engagement and ad/subscription opportunities for Apple Podcasts. Apple takes on YouTube and Spotify with new video podcasting push
• Positive Sentiment: Apple confirmed a March 4 product event, which typically supports revenue visibility (new devices/accessories) and investor optimism around hardware refreshes. Apple Preps for March 4 Product Launch
• Positive Sentiment: Partner news: Acast will be among the first to distribute video podcasts via Apple Podcasts (HLS), helping accelerate content supply and potential monetization. Acast to Power Video Podcast Distribution on Apple Podcasts via HLS
• Neutral Sentiment: Some analysts still see upside: consensus targets remain well above current levels, framing the recent pullback as a potential buying opportunity if fundamentals hold. Apple (AAPL) Trading 10% Below Analyst Targets After This Week’s 8% Drop
• Neutral Sentiment: Insider/position moves: reports of a Pelosi sale and mixed hedge‑fund positioning are circulating; these are notable for sentiment but not necessarily a change to fundamentals. Nancy Pelosi Sold Apple and Bought This 1 Stock Instead
• Neutral Sentiment: OpenAI delayed its first consumer device to 2027; that eases near‑term competitive hardware headline risk but keeps longer‑term AI device competition on the radar. OpenAI Delays First Consumer Device to 2027
• Negative Sentiment: Execution/AI concerns: reports about delays to Apple’s Siri AI upgrades have triggered investor worry about product roadmap execution and AI competitiveness — a key reason for recent selling pressure. Apple’s Siri shocker is flashing a warning AAPL bulls can’t ignore
• Negative Sentiment: Broader sector weakness: a choppy tech week and rotation (Oracle surge while some Magnificent Seven names fell) has pressured growth multiples, amplifying AAPL’s pullback amid macro/AI spending debates. Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week
• Negative Sentiment: Analyst/market caution pieces (e.g., opinion that the 2026 rally is under threat) are amplifying fear that a sharper correction could occur, pressuring sentiment beyond near‑term fundamentals. Why Apple Stock’s 2026 Rally Is Under Threat

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on AAPL. DA Davidson reaffirmed a “neutral” rating and set a $270.00 price target on shares of Apple in a research note on Friday, January 30th. Melius Research set a $345.00 target price on shares of Apple in a research report on Friday, October 31st. Needham & Company LLC reiterated a “hold” rating on shares of Apple in a research report on Friday, January 30th. JPMorgan Chase & Co. boosted their price target on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Finally, Barclays reaffirmed an “underweight” rating and issued a $239.00 price objective (up from $230.00) on shares of Apple in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $292.13.

Apple Stock Down 2.3%

Shares of NASDAQ:AAPL opened at $255.78 on Tuesday. The company has a 50 day moving average price of $266.17 and a two-hundred day moving average price of $256.48. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a market capitalization of $3.76 trillion, a PE ratio of 32.34, a PEG ratio of 2.28 and a beta of 1.09. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period last year, the firm posted $2.40 earnings per share. The business’s quarterly revenue was up 15.7% compared to the same quarter last year. Analysts forecast that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple’s dividend payout ratio is 13.15%.

Apple Profile

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.