Apple Inc. $AAPL Shares Sold by Financial Alternatives Inc

Posted by Brenda Bartman on Jun 4th, 2026

Financial Alternatives Inc cut its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 15.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,768 shares of the iPhone maker’s stock after selling 2,090 shares during the quarter. Apple makes up approximately 1.9% of Financial Alternatives Inc’s portfolio, making the stock its 13th largest holding. Financial Alternatives Inc’s holdings in Apple were worth $3,199,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Reyes Financial Architecture Inc. boosted its holdings in shares of Apple by 0.4% during the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after purchasing an additional 37 shares during the last quarter. WESPAC Advisors LLC boosted its holdings in shares of Apple by 0.3% during the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock worth $3,351,000 after purchasing an additional 39 shares during the last quarter. American Alpha Advisors LLC boosted its holdings in shares of Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after purchasing an additional 41 shares during the last quarter. Seven Springs Wealth Group LLC boosted its holdings in shares of Apple by 0.3% during the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock worth $3,934,000 after purchasing an additional 42 shares during the last quarter. Finally, Avant Capital LLC boosted its holdings in shares of Apple by 0.9% during the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker’s stock worth $1,226,000 after purchasing an additional 43 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Apple

In related news, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their position. The transaction was disclosed in a legal 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, insider Ben Borders sold 1,274 shares of Apple stock in a transaction on Friday, May 8th. The shares were 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 97,759 shares of company stock worth $24,964,305. Insiders own 0.06% of the company’s stock.

Apple Trading Down 1.6%

Shares of AAPL opened at $310.26 on Thursday. 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 firm has a market capitalization of $4.56 trillion, a P/E ratio of 37.52, a price-to-earnings-growth ratio of 2.74 and a beta of 1.09. The stock’s fifty day simple moving average is $279.10 and its 200 day simple moving average is $270.84. Apple Inc. has a twelve month low of $195.07 and a twelve month high of $316.94.

Apple (NASDAQ:AAPL – Get Free Report) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.06. The business 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 business’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.65 EPS. On average, equities research analysts forecast that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

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

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on AAPL. Morgan Stanley restated an “overweight” rating on shares of Apple in a report on Monday. Wedbush restated an “outperform” rating and set a $400.00 price objective (up from $350.00) on shares of Apple in a report on Friday, May 8th. KeyCorp restated a “sector weight” rating on shares of Apple in a report on Thursday, March 12th. Wells Fargo & Company restated an “overweight” rating and set a $310.00 price objective (up from $300.00) on shares of Apple in a report on Friday, May 1st. Finally, Citigroup reaffirmed a “buy” rating on shares of Apple in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $312.82.

Get Our Latest Analysis on AAPL

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Multiple analysts reiterated bullish views on Apple ahead of WWDC, including Goldman Sachs keeping a Buy rating with a $340 target and Evercore ISI lifting its target to $365, citing Apple’s AI roadmap, ecosystem strength, and services growth. Article Title
Positive Sentiment: Investor expectations remain high that Apple will unveil major AI updates at WWDC, especially a rebuilt Siri and deeper Apple Intelligence features, which could extend the stock’s recent rally. Article Title
Positive Sentiment: Reports suggest Apple may expand its ecosystem with a native bill-splitting/payment feature in iOS, which could deepen user engagement and strengthen its services revenue stream. Article Title
Positive Sentiment: Commentary around Apple’s stock has been upbeat, with articles highlighting outperformance versus the S&P 500 and strong demand for iPhones and Macs ahead of the conference. Article Title
Neutral Sentiment: UBS said not to expect fireworks from WWDC and kept a Neutral rating, suggesting the event may not deliver a near-term stock catalyst if announcements disappoint. Article Title
Neutral Sentiment: Apple’s recent gains and all-time high have also prompted valuation concerns, with some analysts and commentators warning the shares may already price in a lot of good news. Article Title
Negative Sentiment: Reuters reported that Apple agreed to submit India business financials in an antitrust case, keeping regulatory risk in focus and raising the possibility of penalties. Article Title
Negative Sentiment: Competitive headlines from Nvidia, Walmart, and others show mounting pressure on parts of Apple’s ecosystem, including PCs and payments, which could weigh on sentiment if rivals gain traction. Article Title

Apple Company 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.