SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Has $4.08 Million Stock Holdings in Apple Inc. $AAPL

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 44.2% during the fourth quarter, HoldingsChannel reports. The firm owned 15,962 shares of the iPhone maker’s stock after selling 12,667 shares during the quarter. Apple accounts for 3.5% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings, making the stock its 13th largest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Apple were worth $4,079,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of AAPL. First National Bank of Hutchinson boosted its holdings in shares of Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares in the last quarter. Eagle Capital Management LLC boosted its holdings in shares of Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC boosted its holdings in shares of Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after purchasing an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE boosted its holdings in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after purchasing an additional 1,155 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insider Activity

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 dated Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, the senior vice president owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their position. 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.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Board-approved internal succession to John Ternus signals continuity and a hardware-first CEO who knows Apple’s product roadmap — could accelerate device and M-series hardware initiatives that drive revenue. Who is John Ternus, Apple’s new CEO?
• Positive Sentiment: Immediate internal promotion of Johny Srouji to Chief Hardware Officer preserves engineering depth and reduces execution risk on chips and hardware — helpful given Apple’s silicon roadmap. Johny Srouji named Apple’s Chief Hardware Officer
• Positive Sentiment: Analyst and media support remains: Goldman maintains a bullish $330 target ahead of earnings; Jim Cramer and some strategists highlight Apple’s AI and hardware advantages — these views can help underpin sentiment into earnings. Goldman Sachs Holds $330 Target
• Neutral Sentiment: The transition is staged for Sept. 1 with Tim Cook remaining CEO through the summer to work with Ternus — the runway reduces immediate operational disruption but extends the period of leadership uncertainty. Apple press release on CEO transition
• Neutral Sentiment: Near-term calendar: earnings after the close on April 30 remain the closest fundamental catalyst; leadership news may amplify volatility into the report. Apple’s Q2 2026 Earnings: What to Expect
• Negative Sentiment: Market reaction was mixed — reports show shares dipped in after-hours trading as some investors questioned whether a hardware-focused CEO can sustain Cook’s growth and margin track record. That uncertainty can pressure the stock near-term. VIEW Apple CEO Cook is lauded by investors
• Negative Sentiment: Regulatory/legal risk: Apple has withheld data in an India antitrust probe and faces possible large penalties there — a high‑impact regulatory overhang if the case escalates. Apple withholds data in India antitrust case
• Negative Sentiment: Options and positioning: unusual put activity ahead of earnings suggests some investors are hedging or betting on near-term downside around the combination of leadership news and the upcoming results. Apple Has Unusual Put Options Activity

Apple Stock Performance

Shares of Apple stock opened at $273.05 on Tuesday. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The business has a 50-day moving average price of $259.68 and a two-hundred day moving average price of $264.28. Apple Inc. has a 1-year low of $189.81 and a 1-year high of $288.62. The company has a market cap of $4.01 trillion, a P/E ratio of 34.52, a PEG ratio of 2.48 and a beta of 1.11.

Apple (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business’s revenue was up 15.7% compared to the same quarter last year. During the same period last year, the business posted $2.40 EPS. As a group, analysts anticipate that Apple Inc. will post 8.49 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 paid a $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on AAPL shares. KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. TD Cowen reiterated a “buy” rating and issued a $325.00 price target on shares of Apple in a research note on Friday, January 30th. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Jefferies Financial Group set a $330.00 price target on Apple in a research note on Wednesday, March 4th. Finally, Monness Crespi & Hardt increased their price target on Apple from $300.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $301.33.

Apple Company 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.