Apple Inc. $AAPL Shares Acquired by Kestra Advisory Services LLC

Posted by Francis Steltz on Jul 23rd, 2026

Kestra Advisory Services LLC grew its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 11.3% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 3,156,209 shares of the iPhone maker’s stock after acquiring an additional 320,833 shares during the period. Apple comprises 3.0% of Kestra Advisory Services LLC’s investment portfolio, making the stock its biggest holding. Kestra Advisory Services LLC’s holdings in Apple were worth $801,014,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Lifetime Wealth Management P.C. purchased a new position in shares of Apple during the fourth quarter worth $41,000. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares in the last quarter. Timmons Wealth Management LLC purchased a new stake in shares of Apple in the 4th quarter valued at $69,000. LSV Asset Management purchased a new stake in shares of Apple in the 4th quarter valued at $65,000. Finally, Inspire Investing LLC acquired a new position in Apple during the 4th quarter worth about $76,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Apple

In related news, insider Ben Borders sold 116 shares of the stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the sale, the insider directly owned 38,713 shares of the company’s stock, valued at $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.06% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Barclays reissued an “underweight” rating on shares of Apple in a research report on Tuesday, June 9th. Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Tuesday, June 9th. Citigroup restated a “buy” rating and set a $365.00 price objective (up from $315.00) on shares of Apple in a research report on Monday, July 13th. UBS Group set a $365.00 target price on shares of Apple in a research report on Tuesday. Finally, Royal Bank Of Canada set a $365.00 target price on shares of Apple in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $325.71.

View Our Latest Stock Analysis on AAPL

Apple Price Performance

Shares of AAPL opened at $325.89 on Thursday. Apple Inc. has a fifty-two week low of $201.50 and a fifty-two week high of $334.99. The company has a market capitalization of $4.79 trillion, a price-to-earnings ratio of 39.41, a price-to-earnings-growth ratio of 2.83 and a beta of 1.10. The firm has a 50-day simple moving average of $305.49 and a 200-day simple moving average of $278.27. 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 issued its quarterly 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. The firm had revenue of $111.18 billion for the quarter, compared to analysts’ expectations 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 quarter in the previous year, the firm posted $1.65 EPS. On average, equities research analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Increases Dividend

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple reportedly plans a major overhaul of its Mac lineup to meet demand for AI-powered computers, with new versions of every Mac product expected. That could support future hardware upgrades and help Apple participate more directly in the AI spending cycle. Apple Plans To Overhaul Computers to Meet AI Demand
Positive Sentiment: Apple is also set to launch a new “Apple Upgrade” device leasing program with Klarna, which could make iPhones, Macs, iPads and Apple Watches easier to finance and potentially lift replacement demand. Apple to launch ‘Upgrade’ device leasing program to spur sales, Bloomberg News reports
Positive Sentiment: Several commentators remain constructive on Apple’s long-term momentum, arguing the company’s ecosystem, pricing power and upcoming product cycle still support the stock despite recent volatility. Why Apple (AAPL) is a Top Momentum Stock for the Long-Term
Neutral Sentiment: Samsung’s new foldable launches and rising prices highlight the competitive pressure in premium mobile devices, while also signaling that Apple’s expected entry into foldables is increasingly on investors’ radar. Samsung unveils wider foldable phone, hikes prices as chip costs rise
Neutral Sentiment: Apple remains a top-market-cap stock and is trading near peak valuations, which keeps sentiment mixed heading into earnings and makes the shares more sensitive to any disappointment. Is Apple stock overvalued? Here’s what AlphaSpace valuation metrics say.
Negative Sentiment: Apple lost a key court bid in its Masimo dispute, leaving a $634 million Apple Watch patent verdict in place. That legal overhang is a direct negative for sentiment because it preserves a costly judgment and keeps the litigation risk alive. Apple Fails to Overturn $634 Million Masimo Verdict
Negative Sentiment: Some investors and analysts are warning that Apple’s stock has become expensive after a strong run, which is pressuring the shares as traders lock in gains ahead of earnings. The Risk in Apple’s Stock That Nobody Is Talking About

Apple 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.