Apple Inc. $AAPL is Vista Cima Wealth Management LLC’s 4th Largest Position

Posted by Stanley Muller on Jun 11th, 2026

Vista Cima Wealth Management LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 39.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 21,411 shares of the iPhone maker’s stock after buying an additional 6,098 shares during the period. Apple comprises approximately 4.9% of Vista Cima Wealth Management LLC’s holdings, making the stock its 4th largest position. Vista Cima Wealth Management LLC’s holdings in Apple were worth $5,821,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vise Technologies Inc. raised its stake in Apple by 76.9% during the 4th quarter. Vise Technologies Inc. now owns 514,365 shares of the iPhone maker’s stock valued at $139,835,000 after buying an additional 223,526 shares during the last quarter. Continuum Advisory LLC raised its stake in Apple by 1.5% during the 4th quarter. Continuum Advisory LLC now owns 147,654 shares of the iPhone maker’s stock valued at $40,141,000 after buying an additional 2,193 shares during the last quarter. Daiwa Securities Group Inc. raised its stake in Apple by 0.5% during the 4th quarter. Daiwa Securities Group Inc. now owns 5,848,633 shares of the iPhone maker’s stock valued at $1,590,015,000 after buying an additional 29,699 shares during the last quarter. Platform Wealth Management LLC purchased a new stake in Apple during the 4th quarter valued at $61,863,000. Finally, TD Asset Management Inc raised its stake in Apple by 4.8% during the 4th quarter. TD Asset Management Inc now owns 16,985,985 shares of the iPhone maker’s stock valued at $4,617,810,000 after buying an additional 785,242 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 EPS estimates for Apple, signaling continued confidence in earnings power and helping support the longer-term bull case.
Positive Sentiment: Morgan Stanley raised its price target on Apple after WWDC, saying the event clarified Apple’s AI strategy and could support a stronger upgrade cycle over time. Article Title
Positive Sentiment: TD Cowen also increased its price target, reflecting optimism that Apple’s AI rollout and ecosystem advantages can still drive upside from current levels.
Neutral Sentiment: Apple unveiled Siri AI, updated iOS/macOS features, and several developer-facing changes at WWDC, but much of the reaction depends on whether these features translate into real device upgrades and services revenue.
Neutral Sentiment: Reports that Apple will use Google Cloud and Nvidia GPUs for advanced AI workloads highlight a pragmatic AI strategy, but also suggest Apple is leaning on partners rather than owning the full stack.
Negative Sentiment: Several articles say investors were disappointed that WWDC did not deliver a more dramatic AI surprise, with Siri AI viewed as incremental and monetization timing still unclear. Article Title
Negative Sentiment: Analysts and option activity point to caution around Apple’s intermediate-term outlook, with some concern that older iPhones may not support the most compelling AI features, limiting the near-term upgrade cycle.

Insiders Place Their Bets

In other Apple news, insider Ben Borders sold 1,274 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the sale, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 value of $7,661,010.70. Following the completion of the sale, the senior vice president owned 136,810 shares of the company’s stock, valued at $34,934,433.50. The trade was a 17.99% 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. Over the last quarter, insiders have sold 97,759 shares of company stock worth $24,964,305. 0.06% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

AAPL has been the subject of several analyst reports. Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Tuesday. UBS Group restated a “buy” rating on shares of Apple in a research note on Tuesday. Stifel Nicolaus set a $330.00 price objective on Apple in a research note on Monday, March 2nd. TD Cowen upped their price objective on Apple from $335.00 to $350.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Evercore restated an “outperform” rating on shares of Apple in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $314.59.

View Our Latest Stock Report on Apple

Apple Trading Up 0.4%

Shares of AAPL stock opened at $291.58 on Thursday. Apple Inc. has a 52-week low of $195.07 and a 52-week high of $317.40. 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 firm has a market capitalization of $4.28 trillion, a PE ratio of 35.26, a PEG ratio of 2.53 and a beta of 1.09. The stock has a fifty day simple moving average of $284.09 and a two-hundred day simple moving average of $271.97.

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

Apple Increases Dividend

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

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.