Integrated Wealth Concepts LLC Grows Stake in Apple Inc. $AAPL

Integrated Wealth Concepts LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 963,471 shares of the iPhone maker’s stock after purchasing an additional 33,200 shares during the period. Apple accounts for about 2.2% of Integrated Wealth Concepts LLC’s investment portfolio, making the stock its 3rd biggest holding. Integrated Wealth Concepts LLC’s holdings in Apple were worth $245,329,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Isthmus Partners LLC lifted its holdings in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management bought a new position in shares of Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC lifted its stake in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock worth $76,000 after buying an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple acquired MotionVFX, a maker of Final Cut Pro plugins and motion-graphics tools — a strategic tuck-in to bolster Final Cut Pro/creator ecosystem and subscription stickiness. Article Title
• Positive Sentiment: Apple unveiled the second-generation AirPods Max (H2 chip, improved ANC, Live Translation) at $549 — a premium product refresh that supports accessory revenue and services integration. Preorders and ASPs could help near-term revenue. Article Title
• Positive Sentiment: Reports suggest Apple is using aggressive pricing on some new hardware (e.g., $599 MacBook Neo, iPhone 17e) to gain share — this could pressure rivals while expanding ecosystem reach and driving volume. Article Title
• Neutral Sentiment: Analyst note: Robert W. Baird reiterated a bullish stance, highlighting Apple’s durable ecosystem and services growth — supportive for long-term earnings but not an immediate catalyst. Article Title
• Neutral Sentiment: Comparisons to Amazon and broader AI/tech narratives are circulating — useful context for relative valuation debates but not a direct Apple-specific driver. Article Title
• Neutral Sentiment: Nvidia’s GTC and chip/AI momentum continue to dominate headlines; indirect implications for Apple include component demand and competitive AI feature expectations. Article Title
• Negative Sentiment: Apple is sliding relative to peers in March and is down from recent highs — momentum and sector rotation (Nvidia leadership) are weighing on sentiment. Article Title
• Negative Sentiment: Apple postponed its smart home display release — a product delay that could defer revenue and push back ecosystem expansion timelines. Article Title
• Neutral Sentiment: Short-interest data reported today appears anomalous/garbled (zeros/NaN); read-through on investor positioning is unclear — treat short-interest headline with caution.

Apple Price Performance

NASDAQ:AAPL opened at $252.82 on Tuesday. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a fifty day moving average price of $261.79 and a 200 day moving average price of $261.88. The stock has a market cap of $3.71 trillion, a P/E ratio of 31.96, a PEG ratio of 2.23 and a beta of 1.10.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analyst estimates of $138.25 billion. During the same period last year, the business posted $2.40 EPS. The business’s quarterly revenue was up 15.7% on a year-over-year basis. Analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were paid 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 (DPR) is presently 13.15%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. JPMorgan Chase & Co. upped their price objective on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Evercore reiterated an “outperform” rating on shares of Apple in a report on Monday, March 2nd. DA Davidson reissued a “neutral” rating and set a $270.00 target price on shares of Apple in a research report on Friday, January 30th. KeyCorp restated a “sector weight” rating on shares of Apple in a report on Thursday. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $315.00 price target (up from $305.00) on shares of Apple in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average price target of $297.58.

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.