Wealthspire Advisors LLC Grows Stake in Apple Inc. $AAPL

Posted by Brenda Bartman on Jun 13th, 2026

Wealthspire Advisors LLC grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 33.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 590,564 shares of the iPhone maker’s stock after acquiring an additional 147,930 shares during the period. Apple accounts for approximately 1.3% of Wealthspire Advisors LLC’s investment portfolio, making the stock its 19th biggest holding. Wealthspire Advisors LLC’s holdings in Apple were worth $160,551,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of AAPL. Reyes Financial Architecture Inc. lifted its position in Apple by 0.4% during the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock valued at $2,520,000 after purchasing an additional 37 shares in the last quarter. WESPAC Advisors LLC lifted its position in shares of Apple by 0.3% in the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock valued at $3,351,000 after acquiring an additional 39 shares in the last quarter. Interactive Financial Advisors Inc. lifted its position in shares of Apple by 4.0% in the fourth quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock valued at $286,000 after acquiring an additional 40 shares in the last quarter. American Alpha Advisors LLC lifted its position in shares of Apple by 3.7% in the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock valued at $293,000 after acquiring an additional 41 shares in the last quarter. Finally, Orion Investment Co lifted its position in shares of Apple by 0.3% in the fourth quarter. Orion Investment Co now owns 14,354 shares of the iPhone maker’s stock valued at $3,902,000 after acquiring an additional 41 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s Services business posted record revenue in the fiscal second quarter, supported by ecosystem growth, AI-related updates, and its huge installed device base. Apple Continues to Expand Services Business: What’s the Path Ahead?
Positive Sentiment: Several commentators said Apple still has strong fundamentals, including a solid balance sheet, loyal customer base, and products investors continue to love, which supports the long-term bull case. Jim Cramer on Apple: “It Still Has Products We All Love”
Positive Sentiment: Analysts at Erste Group Bank raised their earnings estimates for Apple, signaling expectations for steady profit growth over the next two fiscal years. Apple earnings estimate update
Neutral Sentiment: Apple’s WWDC announcements showed a clearer AI roadmap, including next-generation Siri features and device software updates, but the market appears to be waiting for stronger evidence that these changes will drive meaningful revenue growth. Apple Unveils Siri AI. Here’s Why It’s Not Impressing Investors
Neutral Sentiment: Some coverage suggested Apple’s AI launch could help the stock over time, but it may take more than Siri upgrades alone to restore investor enthusiasm. Apple Just Gave Investors a Glimpse of Is AI Future at WWDC. It May Take More to Revive AAPL Stock.
Negative Sentiment: Investors are worried Apple’s AI ambitions are colliding with a memory-cost crunch, creating pricing pressure that could weigh on margins. Apple Faces a No-Win Pricing Dilemma. Should Investors Be Worried?
Negative Sentiment: Multiple reports say the market was disappointed that Apple’s Siri AI reveal did not feel like a big enough breakthrough to justify a sharper rerating of the stock. Apple’s AI News Underwhelms. Siri AI Release Concerns Persist.

Apple Price Performance

NASDAQ:AAPL opened at $291.13 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 company has a market capitalization of $4.28 trillion, a P/E ratio of 35.20, a P/E/G ratio of 2.57 and a beta of 1.09. Apple Inc. has a 12 month low of $195.07 and a 12 month high of $317.40. The business’s 50-day moving average is $285.64 and its 200 day moving average is $272.27.

Apple (NASDAQ:AAPL – Get Free Report) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.65 earnings per share. On average, equities research analysts forecast that Apple Inc. will post 8.75 earnings per share for the current fiscal year.

Apple Increases Dividend

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

Insider Transactions at Apple

In related news, SVP Deirdre O’brien sold 30,002 shares of the business’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was 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 $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 97,759 shares of company stock valued at $24,964,305 over the last three months. Corporate insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on AAPL. Rosenblatt Securities restated a “neutral” rating and issued a $276.00 price objective on shares of Apple in a research report on Tuesday. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a research report on Monday, March 2nd. Needham & Company LLC restated a “hold” rating on shares of Apple in a research report on Tuesday. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research report on Monday. Finally, Morgan Stanley set a $325.00 price objective on Apple in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $314.59.

View Our Latest Stock Analysis on AAPL

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.