Beaumont Financial Advisors LLC Has $65.21 Million Holdings in Apple Inc. $AAPL

Posted by Brian Himes on Aug 1st, 2026

Beaumont Financial Advisors LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 256,931 shares of the iPhone maker’s stock after selling 4,338 shares during the quarter. Apple makes up 4.5% of Beaumont Financial Advisors LLC’s holdings, making the stock its largest holding. Beaumont Financial Advisors LLC’s holdings in Apple were worth $65,207,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Reyes Financial Architecture Inc. grew its stake in shares of Apple by 0.4% in the 3rd 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 during the period. WESPAC Advisors LLC lifted its holdings in Apple by 0.3% during the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock worth $3,351,000 after acquiring an additional 39 shares in the last quarter. Interactive Financial Advisors Inc. boosted its stake in Apple by 4.0% in the 4th quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock worth $286,000 after purchasing an additional 40 shares during the period. Sugar Maple Asset Management LLC raised its position in Apple by 2.0% in the 1st quarter. Sugar Maple Asset Management LLC now owns 2,029 shares of the iPhone maker’s stock valued at $515,000 after buying an additional 40 shares during the last quarter. Finally, Orion Investment Co raised its holdings in Apple by 0.3% during the fourth quarter. Orion Investment Co now owns 14,354 shares of the iPhone maker’s stock worth $3,902,000 after acquiring an additional 41 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Trading Down 7.4%

NASDAQ:AAPL opened at $308.91 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. Apple Inc. has a 12 month low of $201.50 and a 12 month high of $344.57. The company has a market cap of $4.54 trillion, a PE ratio of 35.43, a price-to-earnings-growth ratio of 2.88 and a beta of 1.10. The company has a 50 day simple moving average of $309.51 and a two-hundred day simple moving average of $281.45.

Apple (NASDAQ:AAPL – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. The firm had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. Apple had a return on equity of 142.29% and a net margin of 27.62%.The business’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.57 earnings per share. Research analysts forecast that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 13th. Shareholders of record on Monday, August 10th will be issued a $0.27 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is currently 12.39%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple reported record June-quarter revenue of $109.4 billion, up 16.4% year over year, and diluted EPS of $2.02, exceeding Wall Street expectations. iPhone revenue rose 22% to $54.3 billion, while Mac revenue increased 29% to $10.4 billion. Apple reports third quarter results
Positive Sentiment: Apple’s large installed base, strong hardware demand and potential consumer-AI opportunities remain long-term supports. Some analysts remain bullish: TD Cowen raised its price target to $400, while other firms maintained Buy or Overweight ratings despite trimming estimates. Analyst raises Apple price target
Positive Sentiment: The company declared a quarterly dividend of $0.27 per share, payable August 13 to shareholders of record August 10. Apple also continues to emphasize an AI strategy that requires less capital spending than the infrastructure-heavy approach used by some peers. Apple Q3 financial results

Insider Activity at Apple

In related news, insider Ben Borders sold 116 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the transaction, the insider 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 SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on AAPL. BNP Paribas Exane upgraded 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. Bank of America reissued a “buy” rating and set a $380.00 price objective on shares of Apple in a research report on Thursday, June 18th. TD Cowen raised their target price on Apple from $350.00 to $400.00 and gave the company a “buy” rating in a report on Friday. Sanford C. Bernstein restated an “outperform” rating on shares of Apple in a research note on Monday, June 8th. Finally, Royal Bank Of Canada set a $365.00 price target on Apple in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Apple presently has an average rating of “Moderate Buy” and an average price target of $331.60.

View Our Latest Analysis on Apple

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.