Continuum Advisory LLC Boosts Stake in Apple Inc. $AAPL

Posted by Geri Gentry on Jun 11th, 2026

Continuum Advisory LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 147,654 shares of the iPhone maker’s stock after acquiring an additional 2,193 shares during the period. Apple accounts for about 4.0% of Continuum Advisory LLC’s portfolio, making the stock its 2nd biggest position. Continuum Advisory LLC’s holdings in Apple were worth $40,141,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Sellwood Investment Partners LLC increased its stake in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC increased its stake in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management bought a new position in Apple during the 4th quarter worth $65,000. PayPay Securities Corp increased its stake in Apple by 52.1% during the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock worth $99,000 after acquiring an additional 125 shares during the period. Finally, eCIO Inc. bought a new position in Apple during the 4th quarter worth $112,000. Institutional investors own 67.73% of the company’s stock.

Apple Trading Up 0.4%

Shares of AAPL stock opened at $291.58 on Thursday. The stock’s fifty day moving average price is $284.09 and its two-hundred day moving average price is $271.97. The company has a market cap of $4.28 trillion, a PE ratio of 35.26, a P/E/G ratio of 2.53 and a beta of 1.09. Apple Inc. has a fifty-two week low of $195.07 and a fifty-two week high of $317.40. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings data 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. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. During the same quarter last year, the business posted $1.65 EPS. Apple’s revenue for the quarter was up 16.6% on a year-over-year basis. Equities analysts predict 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. Investors of record on Monday, May 11th were issued a dividend of $0.27 per share. This is a positive change from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.06%.

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 30,002 shares of the firm’s 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 sale, the senior vice president owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the sale, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 97,759 shares of company stock worth $24,964,305. Insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on AAPL shares. Morgan Stanley set a $325.00 price objective on Apple in a research note on Tuesday. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a report on Tuesday. Stifel Nicolaus set a $330.00 target price on Apple in a report on Monday, March 2nd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Monday, March 2nd. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average target price of $314.59.

View Our Latest Analysis on AAPL

Apple News Summary

Here are the key news stories impacting Apple this week:

Positive Sentiment: Morgan Stanley and TD Cowen raised their price targets on Apple after WWDC, signaling confidence that the AI rollout could support longer-term upside. Morgan Stanley revamps Apple stock target after key event
Positive Sentiment: Analysts say Apple’s new AI features may help spark a bigger iPhone upgrade cycle and strengthen Services revenue over time. Apple’s AI could usher in a historic upgrade cycle that investors are overlooking
Neutral Sentiment: Apple introduced a more capable Siri and platform-wide AI upgrades at WWDC, which could matter for future device demand, but investors are still waiting for proof of monetization. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more
Negative Sentiment: The stock fell after WWDC because the AI reveal did not deliver the immediate breakthrough many investors expected, and the rollout looks gradual rather than explosive. Why Apple (AAPL) Shares Are Sliding Today
Negative Sentiment: Some analysts warned that older iPhones may not be able to run the new AI features well, limiting the addressable installed base and near-term upside. Apple’s AI Siri will be held back by aging devices, Morgan Stanley says

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.