Wealthcare Advisory Partners LLC Has $57.44 Million Stock Position in Apple Inc. $AAPL

Posted by Brian Himes on Aug 26th, 2026

Wealthcare Advisory Partners LLC lowered its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 24.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 198,490 shares of the iPhone maker’s stock after selling 64,204 shares during the quarter. Apple makes up 1.1% of Wealthcare Advisory Partners LLC’s investment portfolio, making the stock its 18th largest holding. Wealthcare Advisory Partners LLC’s holdings in Apple were worth $57,435,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of AAPL. Evansbrook LLC lifted its position in shares of Apple by 0.4% in the 1st quarter. Evansbrook LLC now owns 8,095 shares of the iPhone maker’s stock valued at $2,054,000 after acquiring an additional 34 shares in the last quarter. JMG Financial Group Ltd. grew its position in Apple by 0.7% during the 1st quarter. JMG Financial Group Ltd. now owns 5,102 shares of the iPhone maker’s stock worth $1,295,000 after purchasing an additional 35 shares in the last quarter. Reyes Financial Architecture Inc. raised its stake in Apple by 0.4% during 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. Interactive Financial Advisors Inc. raised its stake in Apple by 4.0% during the 4th quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock valued at $286,000 after purchasing an additional 40 shares during the period. Finally, Sugar Maple Asset Management LLC lifted its holdings in shares of Apple by 2.0% in the first quarter. Sugar Maple Asset Management LLC now owns 2,029 shares of the iPhone maker’s stock valued at $515,000 after purchasing an additional 40 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: New AI-focused Macs strengthen Apple’s edge-computing strategy. Apple launched updated Mac mini and Mac Studio desktops powered by the M6 and M5 Ultra chips, emphasizing local AI workloads. The M6 reportedly uses a 2-nanometer process, while the M5 Ultra supports large models with up to 512GB of unified memory. The products could expand Apple’s role in AI development without requiring the massive infrastructure spending undertaken by rivals. Apple announces new Mac Mini and Mac Studio models with AI upgrades
Positive Sentiment: Evercore maintained an Outperform rating and $365 price target. The firm said the higher Mac mini prices appear justified by the performance improvements, providing a positive Wall Street signal even as AAPL trades at a demanding valuation. Apple Stock Reiterated as Outperform
Positive Sentiment: Apple’s capital-light AI approach is attracting investor interest. With technology shares exposed to concerns about an AI infrastructure spending race, Apple’s focus on on-device AI and its existing hardware ecosystem is being viewed as a relative advantage. Apple Rises as Investors Flee the AI Spending Arms Race
Neutral Sentiment: Apple reversed a planned change to Hide My Email. Preserving the privacy feature may support customer trust, but the move is unlikely to materially affect near-term revenue or earnings. Apple rescues Hide My Email feature
Negative Sentiment: Higher Mac prices and memory shortages could limit demand. The new Mac mini reportedly starts at $899, while the top Mac Studio configuration can cost substantially more. Persistent memory constraints could raise component costs and eventually contribute to higher iPhone prices, pressuring consumer demand and margins. Apple launches faster Mac mini and Mac Studio
Negative Sentiment: AI execution and restructuring remain concerns. Apple is cutting more than 200 positions across Siri and Vision Pro while redirecting resources toward AI and smart glasses. The shift may improve focus, but it also highlights delays and uncertainty around Apple’s AI product roadmap. Apple cuts 200 jobs in Siri and Vision Pro
Negative Sentiment: Valuation leaves limited room for disappointment. Around $310 per share, AAPL carries a market value above $4.5 trillion and a forward-looking growth profile that depends heavily on the next iPhone cycle. Analysts remain constructive, but investors are sensitive to evidence of slower growth, pricing pressure or weaker AI adoption.

Apple Stock Performance

Shares of NASDAQ AAPL opened at $309.90 on Wednesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. Apple Inc. has a one year low of $224.69 and a one year high of $344.57. The business’s 50-day moving average price is $311.12 and its two-hundred day moving average price is $287.69. The company has a market capitalization of $4.52 trillion, a P/E ratio of 35.54, a price-to-earnings-growth ratio of 2.66 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.13. The business had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%.The firm’s revenue was up 16.4% on a year-over-year basis. During the same period in the previous year, the company earned $1.57 EPS. Analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were paid a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s dividend payout ratio is 12.39%.

Insiders Place Their Bets

In other Apple news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $307.49, for a total transaction of $442,478.11. Following the transaction, the senior vice president directly owned 38,668 shares of the company’s stock, valued at $11,890,023.32. This represents a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Ben Borders sold 116 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 2,994 shares of company stock worth $919,567 in the last 90 days. 0.06% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on AAPL. Rosenblatt Securities raised their target price on Apple from $276.00 to $300.00 and gave the stock a “neutral” rating in a research report on Friday, July 31st. Barclays reissued an “underweight” rating and issued a $245.00 price objective (down from $253.00) on shares of Apple in a research note on Friday, July 31st. HSBC upgraded Apple from a “hold” rating to a “buy” rating and raised their price objective for the stock from $260.00 to $366.00 in a research report on Thursday, July 16th. Citigroup reiterated a “buy” rating and issued a $365.00 target price (up from $315.00) on shares of Apple in a report on Monday, July 13th. Finally, Tigress Financial reissued a “strong-buy” rating and issued a $375.00 price target (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, Apple presently has a consensus rating of “Moderate Buy” and an average target price of $330.53.

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Apple Company 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.