Rothschild Wealth LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 21.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,785 shares of the iPhone maker’s stock after purchasing an additional 6,418 shares during the quarter. Apple accounts for approximately 0.9% of Rothschild Wealth LLC’s investment portfolio, making the stock its 24th largest holding. Rothschild Wealth LLC’s holdings in Apple were worth $9,729,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also made changes to their positions in the company. Isthmus Partners LLC lifted its position in shares of Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC lifted its position in shares of Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after purchasing an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC lifted its position in shares of Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in shares of Apple during the fourth quarter worth $65,000. Finally, Timmons Wealth Management LLC bought a new stake in shares of Apple during the fourth quarter worth $69,000. 67.73% of the stock is currently owned by institutional investors.
Insider Buying and Selling
In other Apple news, insider Ben Borders sold 1,274 shares of Apple stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total value 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer owned 13,366 shares in the company, valued at $3,675,650. This trade represents a 10.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 97,759 shares of company stock worth $24,964,305 over the last ninety days. 0.06% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Report on AAPL
Apple Stock Performance
Shares of Apple stock opened at $299.24 on Wednesday. The stock’s fifty day moving average price is $287.32 and its 200-day moving average price is $272.54. Apple Inc. has a 12 month low of $195.07 and a 12 month high of $317.40. 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 cap of $4.40 trillion, a P/E ratio of 36.18, a P/E/G ratio of 2.58 and a beta of 1.09.
Apple (NASDAQ:AAPL – Get Free Report) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) 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 analyst estimates of $109.46 billion. During the same quarter in the previous year, the firm earned $1.65 earnings per share. The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. On average, equities research analysts expect that Apple Inc. will post 8.75 earnings per share for the current fiscal year.
Apple Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. This represents a $1.08 annualized dividend 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 payout ratio is presently 13.06%.
Key Stories Impacting Apple
Here are the key news stories impacting Apple this week:
- Positive Sentiment: Apple is reportedly preparing a major 2027 product push featuring camera-equipped AirPods, AI sunglasses, a foldable iPhone, and a 20th-anniversary iPhone, which could reignite hardware growth. Apple (AAPL) Plans Camera AirPods and a Foldable iPhone for 2027 in Major Product Push
- Positive Sentiment: Wall Street remains upbeat after WWDC, with TD Cowen and Maxim reiterating bullish views and raising the price target, arguing Apple’s AI rollout is still in the early stages. Qualcomm Is Eyeing a Massive AI Pivot. Why Wall Street Is Still Cautious.
- Positive Sentiment: Investors are also encouraged by commentary that AI could strengthen Apple’s long-term bull case, since the company controls the device, operating system, and ecosystem where AI features will be delivered. AI Strengthens Apple (AAPL) Stock’s Bull Case
- Neutral Sentiment: Apple’s supplier Tata Electronics said India’s pollution board dropped scrutiny of its iPhone parts plant after contamination concerns were addressed, removing a near-term operational distraction. Tata says India pollution board drops scrutiny of Apple iPhone parts plant
- Neutral Sentiment: Apple is also facing a new Italy antitrust probe over cloud interoperability under the Digital Markets Act, which adds regulatory noise but is not yet a quantified financial hit. Italy’s antitrust regulator probes Apple over cloud services under Digital Market rules
- Negative Sentiment: Some reports say Apple was not fully able to meet investor expectations on AI at WWDC, and skepticism around near-term execution is weighing on sentiment. Here’s Why Apple Inc (AAPL) Is Falling Despite AI Advancements at WWDC 2026
- Negative Sentiment: Apple is reportedly planning changes to its Hide My Email privacy feature, which could make anonymous sign-ups easier to block and may be viewed as a privacy tradeoff. Apple plans to change its Hide My Email privacy feature that could make it less effective
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.
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