Detalus Advisors LLC Purchases 3,144 Shares of Apple Inc. $AAPL

Posted by George Bondi on Jul 8th, 2026

Detalus Advisors LLC boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 13.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,621 shares of the iPhone maker’s stock after purchasing an additional 3,144 shares during the quarter. Apple comprises 1.5% of Detalus Advisors LLC’s investment portfolio, making the stock its 15th biggest position. Detalus Advisors LLC’s holdings in Apple were worth $6,756,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in Apple by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock worth $387,749,545,000 after buying an additional 26,856,752 shares in the last quarter. State Street Corp raised its holdings in shares of Apple by 1.1% in the 4th quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock valued at $164,218,801,000 after acquiring an additional 6,555,392 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Apple by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock valued at $97,031,587,000 after acquiring an additional 1,866,103 shares in the last quarter. Morgan Stanley boosted its position in shares of Apple by 0.6% during the 4th quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock valued at $62,659,118,000 after acquiring an additional 1,379,651 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Apple during the fourth quarter worth about $52,266,468,000. 67.73% of the stock is owned by institutional investors.

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $310.66 on Wednesday. The company has a market cap of $4.56 trillion, a price-to-earnings ratio of 37.56, a price-to-earnings-growth ratio of 2.72 and a beta of 1.10. The company has a 50-day moving average price of $296.83 and a 200-day moving average price of $274.38. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. Apple Inc. has a 12 month low of $201.50 and a 12 month high of $317.40.

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

Apple Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on AAPL shares. Rosenblatt Securities restated a “neutral” rating and issued a $276.00 price objective on shares of Apple in a research report on Tuesday, June 9th. KeyCorp reissued a “sector weight” rating on shares of Apple in a research note on Tuesday, June 9th. TD Cowen increased their price target on shares of Apple from $335.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Wells Fargo & Company restated an “overweight” rating and set a $310.00 price objective (up from $300.00) on shares of Apple in a research report on Friday, May 1st. Finally, Citigroup reaffirmed a “buy” rating on shares of Apple in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and a consensus target price of $314.85.

Check Out Our Latest Research Report on AAPL

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: J.P. Morgan reportedly raised its price target on Apple, reinforcing bullish expectations heading into fiscal Q3 earnings and signaling confidence in Apple’s growth and margins. J.P. Morgan Lifts Apple Stock (AAPL) Price Target Ahead of Q3 Earnings
Positive Sentiment: Apple’s extended chip partnership with Broadcom through 2031 strengthens its AI and connectivity supply chain, improving visibility for future products and supporting sentiment around Apple’s long-term execution. Broadcom, Apple extend chip partnership through 2031
Positive Sentiment: Several reports say investors are warming to Apple’s “cheap AI” strategy, with attention shifting to Macs, Siri, and other ecosystem features rather than just the iPhone, which could create new upside drivers. Why Investors Fell Back In Love With Apple’s Cheap AI Strategy
Positive Sentiment: Analysts said Apple should be able to weather hardware price increases because demand remains resilient, suggesting consumers may be less price-sensitive than feared. Apple Sales Seen Weathering Hardware Price Increases

Insider Transactions at Apple

In other news, insider Ben Borders sold 1,274 shares of the stock in a transaction that occurred 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 transaction, the insider owned 38,713 shares of the company’s stock, valued at approximately $11,226,770. This represents a 3.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were 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 of the company’s stock, valued at approximately $3,675,650. The trade was a 10.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 2,924 shares of company stock valued at $825,546. 0.06% of the stock is owned by insiders.

Apple 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.