Mosaic Advisors LLC Has $6.65 Million Position in Apple Inc. $AAPL

Posted by Stanley Muller on Jul 30th, 2026

Mosaic Advisors LLC increased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 8.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,531 shares of the iPhone maker’s stock after acquiring an additional 1,820 shares during the period. Apple comprises about 9.0% of Mosaic Advisors LLC’s portfolio, making the stock its 3rd largest position. Mosaic Advisors LLC’s holdings in Apple were worth $6,649,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Lifetime Wealth Management P.C. acquired a new position in shares of Apple during the fourth quarter worth about $41,000. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% in the 1st 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 during the last quarter. Timmons Wealth Management LLC acquired a new stake in Apple in the 4th quarter valued at approximately $69,000. LSV Asset Management bought a new stake in Apple in the 4th quarter valued at approximately $65,000. Finally, Inspire Investing LLC bought a new stake in Apple in the 4th quarter valued at approximately $76,000. 67.73% of the stock is owned by institutional investors.

Apple Price Performance

NASDAQ:AAPL opened at $338.19 on Thursday. 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 fifty day simple moving average of $308.94 and a 200 day simple moving average of $280.73. Apple Inc. has a 1-year low of $201.50 and a 1-year high of $344.57. The stock has a market capitalization of $4.97 trillion, a PE ratio of 40.89, a P/E/G ratio of 2.94 and a beta of 1.10.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter last year, the company posted $1.65 earnings per share. The company’s revenue for the quarter was up 16.6% compared to the same quarter last year. On average, research analysts expect that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple News Summary

Here are the key news stories impacting Apple this week:

Positive Sentiment: Strong iPhone demand and steady pricing are expected to produce Apple’s strongest June-quarter revenue growth in five years. Analysts are also watching for contributions from Services, Mac, and iPhone 17 shipments. Apple set for strongest June-quarter sales growth in 5 years
Positive Sentiment: Apple’s new Apple Upgrade program, powered by Klarna, lets U.S. customers lease iPhones, Macs, iPads, and Apple Watches through monthly payments. The initiative could lower upfront costs, increase upgrade frequency, and support device sales. Apple launches US device leasing program with Klarna
Positive Sentiment: Erste Group modestly raised its fiscal 2027 EPS forecast to $9.57 from $9.56, above the current-year consensus estimate of $8.76, reinforcing the bullish long-term earnings outlook.
Neutral Sentiment: Apple’s record valuation reflects investor confidence in its relatively disciplined AI spending and improving product demand, while money has rotated away from Nvidia and other high-spending chip stocks. However, options markets imply a comparatively contained post-earnings move, suggesting much of the optimism may already be priced in. Apple Could Swing $170 Billion In Value After Earnings
Negative Sentiment: Apple faces a leadership transition, with Tim Cook preparing for his final earnings call as CEO and hardware chief John Ternus scheduled to succeed him. Investors will seek evidence that the incoming CEO can sustain growth beyond the iPhone.
Negative Sentiment: Proposed U.K. App Store rules could loosen Apple’s control over in-app payments and reduce commission revenue; Apple argues the measures amount to price regulation. Apple says UK App Store proposal amounts to price regulation
Negative Sentiment: A federal lawsuit alleges a fraudulent Bitcoin wallet app remained available in Apple’s App Store, raising potential legal costs and renewed concerns about app-review and platform liability.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Wells Fargo & Company reaffirmed an “overweight” rating and set a $310.00 price target (up from $300.00) on shares of Apple in a research note on Friday, May 1st. KeyCorp reissued an “underweight” rating and issued a $250.00 price objective on shares of Apple in a research report on Tuesday. DA Davidson restated a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, May 1st. BNP Paribas Exane raised shares of Apple from a “neutral” rating to an “outperform” rating and set a $300.00 target price for the company in a research report on Friday, April 17th. Finally, Wedbush reiterated an “outperform” rating and issued a $400.00 price target on shares of Apple in a research note on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $327.40.

Check Out Our Latest Research Report on AAPL

Insider Buying and Selling at Apple

In other news, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the sale, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.06% of the stock is owned by corporate insiders.

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.