Apple Inc. $AAPL Holdings Boosted by Westmount Partners LLC

Westmount Partners LLC grew its holdings in Apple Inc. (NASDAQ:AAPL) by 6.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 170,045 shares of the iPhone maker’s stock after acquiring an additional 10,392 shares during the period. Apple comprises about 11.6% of Westmount Partners LLC’s investment portfolio, making the stock its biggest position. Westmount Partners LLC’s holdings in Apple were worth $46,228,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Moody Lynn & Lieberson LLC lifted its position in shares of Apple by 1.1% in the fourth quarter. Moody Lynn & Lieberson LLC now owns 279,130 shares of the iPhone maker’s stock valued at $75,884,000 after acquiring an additional 3,171 shares in the last quarter. Heirloom Wealth Management increased its holdings in shares of Apple by 1.0% in the fourth quarter. Heirloom Wealth Management now owns 46,678 shares of the iPhone maker’s stock worth $12,690,000 after purchasing an additional 479 shares during the last quarter. Fifth Third Wealth Advisors LLC increased its holdings in shares of Apple by 1.4% in the fourth quarter. Fifth Third Wealth Advisors LLC now owns 374,297 shares of the iPhone maker’s stock worth $101,756,000 after purchasing an additional 5,242 shares during the last quarter. Shrier Wealth Management LLC bought a new stake in shares of Apple in the fourth quarter worth about $3,735,000. Finally, Brady Martz Wealth Solutions LLC increased its holdings in shares of Apple by 6.3% in the fourth quarter. Brady Martz Wealth Solutions LLC now owns 15,904 shares of the iPhone maker’s stock worth $4,324,000 after purchasing an additional 945 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

AAPL has been the topic of several research reports. Wedbush reaffirmed an “outperform” rating and issued a $350.00 target price on shares of Apple in a report on Friday, March 27th. Jefferies Financial Group set a $330.00 target price on Apple in a report on Wednesday, March 4th. Evercore reaffirmed an “outperform” rating on shares of Apple in a report on Monday, March 2nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a report on Wednesday, March 4th. Finally, Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and a consensus target price of $301.23.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: TSMC’s blowout AI-driven quarter highlights strong demand for advanced nodes used by Apple’s silicon roadmap; continued strength at TSMC supports Apple’s access to cutting-edge chips for iPhones and AI features, a tailwind for device performance and services growth. Read More.
• Positive Sentiment: Apple joined Project Glasswing, an industry cybersecurity alliance using Anthropic’s Mythos AI to find/fix severe OS vulnerabilities — this signals investment in platform security and enterprise trust, which can protect services revenue and device adoption. Read More.
• Positive Sentiment: Reports that Apple is testing multiple smart‑glasses designs (possible 2027 product, late‑2026 unveiling) reinforce the company’s long‑term hardware roadmap and new revenue vectors (wearables + AR/AI experiences). This keeps upside to future product-driven growth assumptions. Read More.
• Positive Sentiment: New, lower‑priced MacBook lineup and Apple TV expansion to Amazon Prime broaden distribution and addressable market, supporting near‑term sales and services exposure. Product affordability and distribution moves help revenue diversification. Read More.
• Neutral Sentiment: Coverage on Apple entering the foldable smartphone market emphasizes long‑term upside in China and new‑product optionality, but analysts stress timing and margin uncertainty — useful context, not an immediate catalyst. Read More.
• Neutral Sentiment: Media mentions (e.g., Jim Cramer discussing Qnity and Apple’s American Manufacturing Program) are peripheral — they can influence sentiment but don’t materially change Apple’s fundamentals. Read More.
• Negative Sentiment: A fake Ledger app on Apple’s App Store reportedly drained ~6 BTC from a user after they entered their seed phrase, raising App Store security and trust concerns that could attract regulatory scrutiny and damage reputation around self‑custody/crypto apps. Investors should watch App Store controls and any official responses. Read More.
• Negative Sentiment: Social media and trade chatter about engineering snags delaying Apple’s foldable iPhone pushed a short‑term selloff previously; while fundamentals later re‑asserted, delays (if confirmed) would defer revenue and could pressure near‑term sentiment. Read More.

Insider Activity at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the transaction, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company’s stock.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $260.48 on Monday. The business’s 50 day moving average is $260.76 and its two-hundred day moving average is $263.88. 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 1-year low of $186.06 and a 1-year high of $288.62. The stock has a market capitalization of $3.82 trillion, a P/E ratio of 32.93, a PEG ratio of 2.47 and a beta of 1.11.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion for the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the firm posted $2.40 earnings per share. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. As a group, research analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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