Kingswood Wealth Advisors LLC Raises Stake in Apple Inc. $AAPL

Posted by Geri Gentry on May 20th, 2026

Kingswood Wealth Advisors LLC boosted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 22.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 311,859 shares of the iPhone maker’s stock after buying an additional 58,083 shares during the period. Apple makes up about 4.1% of Kingswood Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Kingswood Wealth Advisors LLC’s holdings in Apple were worth $84,782,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in AAPL. Norges Bank bought a new position in Apple in the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC bought a new position in Apple in the 1st quarter worth approximately $17,472,482,000. Laurel Wealth Advisors LLC increased its position in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the period. Northern Trust Corp increased its position in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock worth $42,918,365,000 after buying an additional 20,079,472 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Apple by 14.3% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker’s stock worth $26,220,566,000 after buying an additional 13,137,968 shares during the period. 67.73% of the stock is owned by institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple is rolling out new Apple Intelligence features, including AI-powered accessibility tools and planned iOS 27 upgrades such as smarter writing help, Shortcuts improvements, and wallpaper features, reinforcing the view that AI can drive the next phase of growth. Apple announces Apple Intelligence powered accessibility feature updates
Positive Sentiment: Multiple recent articles highlight Apple’s Services business as a major profit engine, suggesting investors are starting to value Apple less as just an iPhone maker and more as a higher-margin platform company. AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth
Positive Sentiment: Apple remains near record levels, with commentary pointing to strong iPhone and Services performance and analyst targets well above current trading ranges, which supports the bullish valuation narrative. Apple Trades Close to 52-Week High: Buy, Sell or Hold the Stock?
Positive Sentiment: Institutional investors continue to add Apple exposure, including a new near-$1 billion stake from Viking Global, signaling ongoing big-money confidence in AAPL. Viking Global Opens Fresh Apple Stake Worth Nearly $1 Billion As Big Tech Trade Roars Back
Neutral Sentiment: Apple’s return of Fortnite to the App Store removes one high-profile friction point, but it also keeps attention on Apple’s App Store control and ongoing platform disputes. Fortnite Returns to the App Store Amid Clashes With Apple
Negative Sentiment: An Indian court ordered Apple to fully cooperate in an App Store antitrust probe, adding to regulatory risk around Apple’s platform practices and potential penalties. Indian court tells Apple to ‘cooperate’ in antitrust case
Negative Sentiment: Samsung and Google unveiled AI smart glasses to challenge Meta and Apple, underscoring intensifying competition in next-generation consumer AI hardware. Samsung and Google Announce AI Smart Glasses to Challenge Meta and Apple
Negative Sentiment: Reuters reported that Apple’s global Formula 1 streaming ambitions may take time to expand beyond the U.S. because of differing international media-rights cycles, limiting the near-term boost from that deal. After U.S. deal, Apple’s global F1 push may take time

Apple Price Performance

Shares of AAPL stock opened at $298.97 on Wednesday. The stock’s fifty day moving average is $266.95 and its 200-day moving average is $267.88. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The stock has a market capitalization of $4.39 trillion, a PE ratio of 36.15, a PEG ratio of 2.59 and a beta of 1.06. Apple Inc. has a 52 week low of $193.46 and a 52 week high of $303.20.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.65 earnings per share. Equities research analysts expect that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a dividend of $0.27 per share. The ex-dividend date was Monday, May 11th. This is a boost from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.06%.

Analyst Ratings Changes

AAPL has been the topic of a number of research reports. Citigroup restated a “buy” rating on shares of Apple in a research report on Tuesday, April 21st. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a research report on Friday, January 30th. Tigress Financial restated a “strong-buy” rating and set a $375.00 price objective (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. Moffett Nathanson boosted their price objective on Apple from $241.00 to $270.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Finally, Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $308.74.

Read Our Latest Analysis on AAPL

Insiders Place Their Bets

In other news, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction 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 sale, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the sale, the chief executive officer owned 3,280,418 shares in the company, valued at $833,980,668.14. The trade was a 1.94% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 97,759 shares of company stock worth $24,964,305 over the last ninety days. Company insiders own 0.06% of the company’s stock.

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.