Apple Inc. $AAPL Holdings Reduced by My Personal CFO LLC

My Personal CFO LLC reduced its stake in shares of Apple Inc. (NASDAQ:AAPL) by 4.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 43,221 shares of the iPhone maker’s stock after selling 1,979 shares during the quarter. Apple comprises approximately 4.8% of My Personal CFO LLC’s holdings, making the stock its 5th biggest position. My Personal CFO LLC’s holdings in Apple were worth $10,969,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of AAPL. Vanguard Group Inc. lifted its holdings in Apple by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock valued at $387,749,545,000 after acquiring an additional 26,856,752 shares during the period. State Street Corp boosted its position in Apple by 1.1% in the 4th quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock worth $164,218,801,000 after purchasing an additional 6,555,392 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Apple by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock worth $97,031,587,000 after purchasing an additional 1,866,103 shares during the period. Morgan Stanley increased its holdings in shares of Apple by 0.6% during the 4th quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock valued at $62,659,118,000 after purchasing an additional 1,379,651 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Apple during the 4th quarter valued at approximately $52,266,468,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s expanded chip partnership with Broadcom through 2031 is a bullish signal for Apple’s AI infrastructure and next-generation devices, reinforcing confidence in the company’s long-term product roadmap and supplier relationships.
• Positive Sentiment: Reports about a foldable iPhone, an iPhone Ultra, and major 2027 updates for iPad Pro and MacBook Pro suggest Apple has fresh hardware catalysts ahead, which could support future upgrade cycles and revenue growth.
• Positive Sentiment: Apple’s latest iOS 27 beta additions, including more Siri customization and new Apple Intelligence home features, highlight continued AI feature rollout that may improve services monetization and ecosystem stickiness.
• Neutral Sentiment: Several articles argue Apple may be “already priced in” after its recent rally, implying the market is increasingly focused on execution rather than just announcements.
• Neutral Sentiment: Commentary on Apple stock after its recent pullback suggests long-term investors may view weakness as a buying opportunity, but this is more a valuation debate than a direct business development.
• Negative Sentiment: One article said Apple used steep iPhone discounts during China’s 618 shopping festival to regain the No. 2 smartphone spot, but sales still fell, underscoring ongoing competitive pressure and softer demand in a key market.
• Negative Sentiment: Analyst commentary also warned that the first foldable iPhone could face supply constraints or delayed availability, which could push out any revenue lift from that product launch.

Analysts Set New Price Targets

Several analysts recently commented on the stock. KeyCorp restated a “sector weight” rating on shares of Apple in a research report on Tuesday, June 9th. Wedbush restated an “outperform” rating and issued a $400.00 price target on shares of Apple in a research note on Friday, June 5th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $310.00 price target (up from $300.00) on shares of Apple in a report on Friday, May 1st. KGI Securities lowered Apple from an “outperform” rating to a “hold” rating and set a $315.00 price objective on the stock. in a report on Monday, June 22nd. Finally, BNP Paribas Exane upgraded Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price objective for the company in a research report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $314.85.

Apple Price Performance

AAPL stock traded down $0.60 during trading on Tuesday, hitting $312.06. The stock had a trading volume of 4,675,987 shares, compared to its average volume of 50,389,621. Apple Inc. has a twelve month low of $201.50 and a twelve month high of $317.40. The company’s 50-day moving average price is $295.25 and its two-hundred day moving average price is $273.84. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The stock has a market capitalization of $4.58 trillion, a P/E ratio of 37.72, a PEG ratio of 2.68 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same quarter last year, the firm posted $1.65 EPS. The firm’s revenue for the quarter was up 16.6% on a year-over-year basis. As a group, research analysts predict that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were paid a $0.27 dividend. This is an increase from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, May 11th. Apple’s payout ratio is 13.06%.

Insider Transactions at Apple

In other Apple news, insider Ben Borders sold 1,274 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the sale, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 2,924 shares of company stock worth $825,546 over the last 90 days. 0.06% of the stock is currently owned by company insiders.

Apple Company 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.