Roberts Wealth Advisors LLC Has $26.16 Million Stock Holdings in Apple Inc. $AAPL

Posted by Brian Himes on Sep 6th, 2026

Roberts Wealth Advisors LLC decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 90,395 shares of the iPhone maker’s stock after selling 2,042 shares during the quarter. Apple accounts for 5.9% of Roberts Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Roberts Wealth Advisors LLC’s holdings in Apple were worth $26,157,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Lifetime Wealth Management P.C. purchased a new position in shares of Apple in the 4th quarter worth $41,000. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% during 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 in the last quarter. Timmons Wealth Management LLC bought a new position in shares of Apple in the 4th quarter valued at about $69,000. LSV Asset Management bought a new position in shares of Apple in the 4th quarter valued at about $65,000. Finally, Inspire Investing LLC purchased a new position in Apple in the fourth quarter worth about $76,000. 67.73% of the stock is currently owned by institutional investors.

Apple Price Performance

Apple stock opened at $319.97 on Friday. The stock has a market cap of $4.67 trillion, a price-to-earnings ratio of 36.69, a price-to-earnings-growth ratio of 2.77 and a beta of 1.08. 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 1 year low of $225.95 and a 1 year high of $344.57. The firm has a 50-day moving average of $315.65 and a two-hundred day moving average of $290.34.

Apple (NASDAQ:AAPL – Get Free Report) last issued its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same period last year, the company posted $1.57 earnings per share. The company’s quarterly revenue was up 16.4% compared to the same quarter last year. On average, research analysts forecast that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. HSBC raised Apple from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $260.00 to $366.00 in a research note 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. Deutsche Bank Aktiengesellschaft downgraded Apple from a “buy” rating to a “hold” rating in a research report on Monday, August 17th. Phillip Securities downgraded Apple from a “hold” rating to a “moderate sell” rating in a research report on Monday, August 3rd. Finally, Rosenblatt Securities raised their price objective on shares of Apple from $300.00 to $303.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 1st. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average target price of $330.61.

View Our Latest Analysis on Apple

Key Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s Sept. 9 product event is generating significant interest under new CEO John Ternus, with expectations for new iPhones, an Apple Watch update and potentially the company’s first foldable iPhone. Citi estimates the foldable device could sell 7.3 million units despite a possible price above $2,000. Citi foldable iPhone sales forecast
Positive Sentiment: Apple’s latest quarter showed strong momentum, with revenue rising 16.4% year over year and earnings exceeding analyst expectations. Morgan Stanley has also suggested the foldable iPhone could contribute roughly $14 billion in December-quarter revenue if successfully launched. Morgan Stanley foldable iPhone estimate
Neutral Sentiment: John Ternus has succeeded Tim Cook as CEO, while Cook remains executive chairman. The transition offers continuity through a longtime Apple executive but raises questions about whether Ternus can accelerate Apple’s artificial-intelligence strategy and sustain Cook-era growth. John Ternus becomes Apple CEO
Negative Sentiment: Reports indicate initial foldable iPhone production was only a few hundred units per day in late August. Tight quality controls and memory shortages could limit launch supply, delay purchases and prevent Apple from fully capturing expected demand. Foldable iPhone production hurdles
Negative Sentiment: Memory costs have reportedly surged, potentially forcing Apple to raise iPhone prices, absorb lower margins or risk weaker demand. Jefferies has also downgraded AAPL amid skepticism about the foldable product’s market potential. iPhone memory cost concerns
Negative Sentiment: Apple faces a $2.7 billion UK lawsuit over alleged unfair app-tracking rules and a separate BASF patent lawsuit involving facial-authentication technology, adding regulatory and litigation risk. Apple UK app-tracking lawsuit

Insider Buying and Selling at Apple

In other Apple news, SVP Jennifer Newstead sold 1,439 shares of Apple stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $317.01, for a total transaction of $456,177.39. Following the completion of the sale, the senior vice president directly owned 35,790 shares of the company’s stock, valued at $11,345,787.90. The trade was a 3.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Ben Borders sold 116 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the sale, the insider owned 38,713 shares of the company’s stock, valued at $11,425,754.82. This represents a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 5,872 shares of company stock worth $1,823,201 over the last 90 days. 0.06% of the stock is currently owned by company 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.