O ROURKE & COMPANY Inc Reduces Holdings in Apple Inc. $AAPL

Posted by George Bondi on May 21st, 2026

O ROURKE & COMPANY Inc decreased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 79,456 shares of the iPhone maker’s stock after selling 2,082 shares during the quarter. Apple accounts for about 8.4% of O ROURKE & COMPANY Inc’s investment portfolio, making the stock its biggest position. O ROURKE & COMPANY Inc’s holdings in Apple were worth $21,601,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in AAPL. First National Bank of Hutchinson increased its holdings in shares of Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC increased its holdings in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares during the period. Brighton Jones LLC increased its holdings in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after acquiring an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE boosted its position in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after acquiring an additional 1,155 shares in the last quarter. Institutional investors own 67.73% of the company’s stock.

Insider Activity

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the transaction, the insider owned 38,713 shares in the company, valued at $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 97,759 shares of company stock valued at $24,964,305 in the last ninety days. 0.06% of the stock is currently owned by corporate insiders.

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s App Store fraud prevention system blocked $2.2 billion in fraudulent transactions last year, underscoring the strength and scale of its Services ecosystem. Apple uses AI and human reviews to prevent $2.2B in potential App Store fraud
Positive Sentiment: Analysts continue to point to Services as a major growth driver for Apple, which could support earnings even as iPhone growth matures. AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth
Positive Sentiment: Apple is reportedly offering China price cuts for the 618 holiday, a move that could help its sales and market-share push in a competitive market. Apple cutting prices in China for 618 holiday likely to aid market share push: Wedbush
Neutral Sentiment: Apple received some favorable media attention after Google’s I/O event, with commentary suggesting Google’s AI showcase may have strengthened expectations that Apple will have room to compete aggressively at WWDC. Google I/O 2026 had nothing to say and said it badly ahead of Apple’s WWDC
Neutral Sentiment: Reports that Apple is reorganizing its hardware team and pushing more AI-powered features suggest a product-development refresh, but the impact on near-term earnings is unclear. Apple reportedly plans hardware team shake up to ramp up future devices
Negative Sentiment: KeyBanc turned cautious on Apple, warning that valuation looks stretched and suggesting the stock may be due for profit-taking. KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.
Negative Sentiment: Apple remains exposed to regulatory and strategic risks, including an Indian court order to cooperate in an App Store antitrust probe and ongoing concerns about AI feature delays. Apple ordered by Indian court to ‘fully cooperate’ in iPhone App Store antitrust probe

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AAPL. Stephens set a $315.00 target price on shares of Apple in a research report on Monday, January 26th. BNP Paribas Exane upgraded shares of Apple from a “neutral” rating to an “outperform” rating and set a $300.00 target price on the stock in a research report on Friday, April 17th. Wedbush reiterated an “outperform” rating and set a $400.00 target price (up from $350.00) on shares of Apple in a research report on Friday, May 8th. Phillip Securities upgraded shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. Finally, Bank of America lifted their target price on shares of Apple from $320.00 to $325.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. 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 given a Sell rating to the stock. Based on data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average target price of $308.74.

Check Out Our Latest Report on Apple

Apple Price Performance

NASDAQ:AAPL opened at $302.25 on Thursday. The firm has a market cap of $4.44 trillion, a PE ratio of 36.55, a price-to-earnings-growth ratio of 2.60 and a beta of 1.06. Apple Inc. has a 12 month low of $193.46 and a 12 month high of $303.20. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The company’s 50-day moving average price is $267.80 and its two-hundred day moving average price is $268.10.

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 analysts’ consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion for 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 revenue for the quarter was up 16.6% compared to the same quarter last year. During the same period in the previous year, the business earned $1.65 earnings per share. On average, equities analysts anticipate that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Apple Profile

(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.