TMB Capital Partners LLC Makes New $8.57 Million Investment in Apple Inc. $AAPL

Posted by Francis Steltz on Jun 19th, 2026

TMB Capital Partners LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 31,511 shares of the iPhone maker’s stock, valued at approximately $8,567,000. Apple makes up 2.9% of TMB Capital Partners LLC’s portfolio, making the stock its 6th biggest position.

Other large investors have also recently added to or reduced their stakes in the company. Reyes Financial Architecture Inc. raised its holdings in shares of Apple by 0.4% during the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after acquiring an additional 37 shares in the last quarter. WESPAC Advisors LLC grew its stake in Apple by 0.3% in the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock valued at $3,351,000 after purchasing an additional 39 shares in the last quarter. Interactive Financial Advisors Inc. grew its position in Apple by 4.0% in the fourth quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock worth $286,000 after acquiring an additional 40 shares in the last quarter. Orion Investment Co boosted its holdings in Apple by 0.3% in the fourth quarter. Orion Investment Co now owns 14,354 shares of the iPhone maker’s stock worth $3,902,000 after purchasing an additional 41 shares in the last quarter. Finally, Seven Springs Wealth Group LLC increased its holdings 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 valued at $3,934,000 after acquiring an additional 42 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Bank of America reiterated a Buy rating on Apple and kept a $380 price target, citing Apple’s pricing power, strong supply-chain position, and ability to manage rising memory costs. Article Title
Positive Sentiment: President Trump said Apple will work with Intel to design and build chips in the U.S., raising hopes for a domestic supply-chain boost and stronger strategic positioning for Apple. Article Title
Positive Sentiment: Analysts said Apple is relatively well positioned to weather the AI-driven memory shortage because of its scale, inventory, and supplier relationships, which may help protect hardware margins. Article Title
Neutral Sentiment: Apple reportedly plans to raise prices across its product lineup, which could support margins but may also weigh on consumer demand if the increases are too large. Article Title
Neutral Sentiment: Apple is also reportedly developing new AI wearables and a foldable iPhone for 2027, which supports the long-term product pipeline but is unlikely to affect near-term earnings. Article Title
Negative Sentiment: Italy opened a Digital Markets Act probe into Apple’s cloud interoperability practices, adding another regulatory risk for the company in Europe. Article Title

Insider Activity at Apple

In related news, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider owned 38,713 shares in the company, valued at $11,226,770. The trade was a 3.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Deirdre O’brien sold 30,002 shares of the 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 transaction, the senior vice president owned 136,810 shares in the company, valued at $34,934,433.50. The trade was 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. Over the last 90 days, insiders have sold 97,875 shares of company stock worth $24,998,541. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

AAPL has been the topic of several recent analyst reports. Barclays reiterated an “underweight” rating on shares of Apple in a report on Tuesday, June 9th. BNP Paribas Exane raised Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price target on the stock in a research report on Friday, April 17th. KeyCorp reiterated a “sector weight” rating on shares of Apple in a research note on Tuesday, June 9th. DA Davidson reissued a “neutral” rating and set a $270.00 price objective on shares of Apple in a research report on Friday, May 1st. Finally, TD Cowen raised their target price on Apple from $335.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Apple presently has a consensus rating of “Moderate Buy” and an average price target of $314.59.

View Our Latest Stock Report on Apple

Apple Stock Up 0.7%

AAPL opened at $298.01 on Friday. The company has a market capitalization of $4.38 trillion, a P/E ratio of 36.04, a P/E/G ratio of 2.58 and a beta of 1.09. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The firm’s fifty day moving average price is $288.95 and its two-hundred day moving average price is $272.80. Apple Inc. has a fifty-two week low of $196.85 and a fifty-two week high of $317.40.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same period in the prior year, the company posted $1.65 EPS. The company’s revenue was up 16.6% compared to the same quarter last year. On average, analysts anticipate that Apple Inc. will post 8.75 EPS for the current year.

Apple Increases Dividend

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

About Apple

(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.