Apple Inc. $AAPL Holdings Lowered by PFG Private Wealth Management LLC

PFG Private Wealth Management LLC trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL) by 63.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 6,194 shares of the iPhone maker’s stock after selling 10,972 shares during the period. Apple makes up about 0.7% of PFG Private Wealth Management LLC’s holdings, making the stock its 19th largest position. PFG Private Wealth Management LLC’s holdings in Apple were worth $1,684,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Reyes Financial Architecture Inc. raised its position in shares of Apple by 0.4% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after buying an additional 37 shares in the last quarter. WESPAC Advisors LLC raised its position in shares of Apple by 0.3% during the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock worth $3,351,000 after buying an additional 39 shares in the last quarter. American Alpha Advisors LLC raised its position in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker’s stock worth $293,000 after buying an additional 41 shares in the last quarter. Capstone Wealth Management LLC raised its position in shares of Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares in the last quarter. Finally, Seven Springs Wealth Group LLC raised its position in shares of Apple by 0.3% during the 3rd quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock worth $3,934,000 after buying an additional 42 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly testing multiple smart‑glasses designs and unique camera layouts as it prepares an AR/AI eyewear product aimed at Meta — a potential new hardware revenue stream and platform expansion that could support long‑term growth. Apple Plans AI Glasses to Rival Meta’s
• Positive Sentiment: Apple joined Project Glasswing, using Anthropic’s Mythos AI to help find and fix major OS vulnerabilities — a move that can strengthen enterprise trust in Apple devices and reduce security-related risks to ecosystem monetization. Apple Joins Project Glasswing As Mythos AI Raises New Valuation Questions
• Neutral Sentiment: Apple seeded iOS 26.5 beta 2 — includes Maps ads and other developer features — signaling ongoing services monetization opportunities but nothing immediate to materially change near‑term revenue. Beta cadence also shows continued software development progress. Apple releases iOS 26.5 beta 2 for iPhone – 9to5Mac
• Neutral Sentiment: TSMC’s record AI chip demand keeps pressure on advanced-node capacity — good for AI customers like Apple but also highlights supply/capex dynamics that could affect component availability and gross‑margin timing. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Negative Sentiment: Apple’s head of AI is reportedly leaving — this raises near‑term execution risk for Apple’s AI roadmap and could amplify investor concerns about delivery timing for AI features and products. In Major Blow, Apple’s (AAPL) Head of AI Is Leaving the Company
• Negative Sentiment: A fake Ledger app passed Apple’s review process and drained user crypto holdings — a high‑profile App Store security lapse that could pressure confidence in Apple’s app vetting and invite regulatory or reputational scrutiny. Musician loses $420k bitcoin retirement fund after installing fake Ledger app
• Negative Sentiment: Coverage highlighting Berkshire Hathaway trimming AAPL and pitches for cheaper AI alternatives add selling pressure and valuation scrutiny among investors comparing growth vs. premium price. Warren Buffett Reveals the Real Reason Berkshire Has Been Dumping Apple Stock

Wall Street Analysts Forecast Growth

A number of research firms have commented on AAPL. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research report on Monday, December 29th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a research note on Monday, March 2nd. Royal Bank Of Canada set a $325.00 price objective on shares of Apple in a research note on Monday, February 2nd. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $301.23.

Apple Stock Performance

Apple stock opened at $259.19 on Tuesday. The firm’s 50 day simple moving average is $260.54 and its 200-day simple moving average is $263.90. The company has a market cap of $3.81 trillion, a P/E ratio of 32.77, a price-to-earnings-growth ratio of 2.47 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a fifty-two week low of $189.81 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion for the quarter, compared to the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the firm posted $2.40 earnings per share. As a group, equities research analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were given a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple’s dividend payout ratio (DPR) is 13.15%.

Insider Activity at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the transaction, the chief executive officer directly owned 3,280,418 shares of the company’s stock, valued at $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the transaction, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.06% of the company’s stock.

Apple Profile

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.