Triad Wealth Partners LLC Buys 6,258 Shares of Apple Inc. $AAPL

Posted by Brenda Bartman on Jun 25th, 2026

Triad Wealth Partners LLC boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 8.6% during the 1st quarter, Holdings Channel.com reports. The firm owned 79,095 shares of the iPhone maker’s stock after purchasing an additional 6,258 shares during the period. Apple comprises about 1.6% of Triad Wealth Partners LLC’s portfolio, making the stock its 12th biggest holding. Triad Wealth Partners LLC’s holdings in Apple were worth $20,074,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of AAPL. Vanguard Group Inc. increased its holdings in Apple by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock worth $387,749,545,000 after acquiring an additional 26,856,752 shares during the last quarter. State Street Corp lifted its holdings in Apple by 1.1% during the fourth quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock valued at $164,218,801,000 after purchasing an additional 6,555,392 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Apple by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock valued at $97,031,587,000 after purchasing an additional 1,866,103 shares during the last quarter. Morgan Stanley boosted its position in Apple by 0.6% during the fourth quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock worth $62,659,118,000 after purchasing an additional 1,379,651 shares during the period. Finally, Norges Bank bought a new position in Apple during the fourth quarter worth about $52,266,468,000. 67.73% of the stock is owned by institutional investors.

Apple Trading Down 0.4%

Shares of Apple stock opened at $293.05 on Thursday. The company’s 50-day moving average price is $291.83 and its 200-day moving average price is $273.15. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. Apple Inc. has a 12-month low of $199.26 and a 12-month high of $317.40. The company has a market cap of $4.30 trillion, a price-to-earnings ratio of 35.44, a PEG ratio of 2.56 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. Apple’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.65 earnings per share. On average, equities analysts expect that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s new Siri and broader AI reset is being viewed positively by analysts, with BofA reiterating a Buy rating and saying the WWDC update could strengthen Apple’s AI position and support the stock. BofA Says Apple’s (AAPL) New Siri Strategy Could Strengthen its AI Position
Positive Sentiment: Apple’s reported chip partnership with Intel is being framed as strategically important, with investors focused on supply-chain diversification and a longer-term domestic chip roadmap that could benefit future product cycles. Apple-Intel chip deal makes strategic sense but production is years away
Positive Sentiment: Several market commentaries say Apple shares are building toward a possible breakout, with the stock staying close to its all-time high and forming a fresh buy zone as momentum improves. Apple Stock Polishing New Buy Zone With All-Time High In Sight
Neutral Sentiment: Apple is also drawing attention for comments from Eddy Cue about expanding entertainment offerings on Apple TV and in theaters, which supports the long-term services story but is not an immediate earnings catalyst. Apple aims for better and more entertainment offerings, executive Cue says
Negative Sentiment: Investors are still weighing headwinds from rising memory costs and the possibility of iPhone price increases, which could pressure demand if Apple passes through higher component prices. Apple Price Hike Fears May Be Overblown, Says J.P. Morgan
Negative Sentiment: Apple also faces legal overhang after a UK tribunal allowed a $4 billion iCloud class-action lawsuit to proceed, adding another potential regulatory and financial risk. Apple supplier Lingyi iTech prices $1.06 billion Hong Kong IPO to tap AI demand

Analyst Ratings Changes

A number of analysts recently commented on the stock. Citigroup restated a “buy” rating on shares of Apple in a research note on Monday, June 1st. Morgan Stanley set a $325.00 price objective on shares of Apple in a research note on Tuesday, June 9th. Robert W. Baird set a $310.00 target price on shares of Apple in a report on Friday, May 1st. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Tuesday, June 9th. Finally, UBS Group reaffirmed a “buy” rating on shares of Apple in a report on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $314.85.

View Our Latest Report on AAPL

Insider Activity

In related news, CFO Kevan Parekh sold 1,534 shares of Apple stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the transaction, the chief executive officer owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 97,875 shares of company stock worth $24,998,541. Company insiders own 0.06% of the company’s stock.

About Apple

(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.