Apple Inc. $AAPL Holdings Lessened by GC Wealth Management RIA LLC

Posted by James Conley on May 30th, 2026

GC Wealth Management RIA LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 24.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 347,754 shares of the iPhone maker’s stock after selling 114,949 shares during the quarter. Apple accounts for 3.5% of GC Wealth Management RIA LLC’s holdings, making the stock its 6th biggest holding. GC Wealth Management RIA LLC’s holdings in Apple were worth $94,540,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Apple by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock valued at $387,749,545,000 after purchasing an additional 26,856,752 shares during the last quarter. State Street Corp boosted its stake in shares of Apple by 0.9% during the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the period. Geode Capital Management LLC boosted its stake in shares of Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Norges Bank purchased a new position in shares of Apple during the 2nd quarter worth about $38,942,255,000. Finally, Northern Trust Corp boosted its stake in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. Institutional investors own 67.73% of the company’s stock.

Apple Stock Down 0.1%

Shares of NASDAQ AAPL opened at $312.06 on Friday. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The stock has a market capitalization of $4.58 trillion, a PE ratio of 37.73, a price-to-earnings-growth ratio of 2.72 and a beta of 1.06. The stock’s fifty day simple moving average is $275.43 and its two-hundred day simple moving average is $270.06. Apple Inc. has a 12-month low of $195.07 and a 12-month high of $315.00.

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

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is 13.06%.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the sale, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. The trade was a 17.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is owned by company insiders.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s upcoming WWDC is expected to showcase a major Siri AI overhaul and broader iOS AI upgrades, reinforcing expectations for a stronger AI product cycle. Apple to Unveil Siri’s AI Overhaul at June Conference
Positive Sentiment: Analysts are increasingly bullish that Apple’s ecosystem could benefit from agentic AI, with Bank of America reportedly lifting its price target and pointing to user identity, payments, and app access as key advantages. Bank of America Raises Its Apple Stock Price Target to $380. Agentic AI Could Be the Upside Driver.
Positive Sentiment: Multiple pieces highlight Apple as a momentum stock and suggest Apple Intelligence could drive iPhone and Mac upgrades, which supports the case for further revenue growth. Apple Intelligence Drives Up iPhone & Mac Sales: More Upside Ahead?
Neutral Sentiment: Leak-driven coverage around the iPhone 18 Pro’s rumored colors and camera changes is generating buzz, but it is too early to be a major fundamental stock driver. iPhone 18 Pro dummy units reveal four color options [Gallery] – 9to5Mac
Negative Sentiment: Some technical commentary warns Apple is approaching long-term resistance and may need a consolidation period after a strong run, which could limit near-term upside. Apple (AAPL) Faces $355 Barrier at Top of Its Multi-Year Uptrend Structure

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Rosenblatt Securities boosted their price objective on Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Maxim Group raised shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Friday, January 30th. Wells Fargo & Company reissued an “overweight” rating and set a $310.00 target price (up from $300.00) on shares of Apple in a research note on Friday, May 1st. UBS Group set a $296.00 price target on shares of Apple and gave the stock a “neutral” rating in a research note on Friday, May 1st. Finally, Needham & Company LLC reissued a “hold” rating on shares of Apple in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $310.31.

Read Our Latest Research Report on Apple

About Apple

(Free Report)

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.