Uptick Partners LLC Has $7.02 Million Stake in Apple Inc. $AAPL

Posted by Brian Himes on May 31st, 2026

Uptick Partners LLC boosted its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 10.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,803 shares of the iPhone maker’s stock after purchasing an additional 2,408 shares during the period. Apple comprises approximately 1.5% of Uptick Partners LLC’s investment portfolio, making the stock its 13th biggest position. Uptick Partners LLC’s holdings in Apple were worth $7,015,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Isthmus Partners LLC increased its holdings in Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after purchasing an additional 5,808 shares during the period. Sellwood Investment Partners LLC boosted its holdings in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC boosted its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC boosted its holdings in Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s upcoming WWDC is expected to showcase a major Siri AI overhaul and broader iOS AI upgrades, reinforcing expectations for a stronger AI product cycle. Apple to Unveil Siri’s AI Overhaul at June Conference
Positive Sentiment: Analysts are increasingly bullish that Apple’s ecosystem could benefit from agentic AI, with Bank of America reportedly lifting its price target and pointing to user identity, payments, and app access as key advantages. Bank of America Raises Its Apple Stock Price Target to $380. Agentic AI Could Be the Upside Driver.
Positive Sentiment: Multiple pieces highlight Apple as a momentum stock and suggest Apple Intelligence could drive iPhone and Mac upgrades, which supports the case for further revenue growth. Apple Intelligence Drives Up iPhone & Mac Sales: More Upside Ahead?
Neutral Sentiment: Leak-driven coverage around the iPhone 18 Pro’s rumored colors and camera changes is generating buzz, but it is too early to be a major fundamental stock driver. iPhone 18 Pro dummy units reveal four color options [Gallery] – 9to5Mac
Negative Sentiment: Some technical commentary warns Apple is approaching long-term resistance and may need a consolidation period after a strong run, which could limit near-term upside. Apple (AAPL) Faces $355 Barrier at Top of Its Multi-Year Uptrend Structure

Analysts Set New Price Targets

Several brokerages recently commented on AAPL. Barclays reiterated an “underweight” rating and issued a $253.00 target price (up from $248.00) on shares of Apple in a report on Friday, May 1st. Bank of America restated a “buy” rating and issued a $380.00 target price (up from $330.00) on shares of Apple in a report on Tuesday. TD Cowen restated a “buy” rating and issued a $335.00 target price (up from $325.00) on shares of Apple in a report on Friday, May 1st. Jefferies Financial Group set a $330.00 target price on shares of Apple in a report on Wednesday, March 4th. Finally, Rosenblatt Securities boosted their target price on shares of Apple from $268.00 to $276.00 and gave the company a “neutral” rating in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned 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, Apple presently has a consensus rating of “Moderate Buy” and a consensus target price of $310.31.

View Our Latest Stock Analysis on Apple

Apple Trading Down 0.1%

Shares of AAPL stock opened at $312.06 on Friday. The company has a market cap of $4.58 trillion, a P/E ratio of 37.73, a PEG ratio of 2.72 and a beta of 1.06. The stock has a 50 day simple moving average of $275.43 and a two-hundred day simple moving average of $270.06. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. Apple Inc. has a fifty-two week low of $195.07 and a fifty-two week high of $315.00.

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

Apple Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were issued a $0.27 dividend. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. Apple’s dividend payout ratio is 13.06%.

Insider Activity at Apple

In other Apple news, SVP Deirdre O’brien sold 30,002 shares of the firm’s stock in a transaction on 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 completion of the sale, 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. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer owned 13,366 shares in the company, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 97,759 shares of company stock valued at $24,964,305. 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.