Apple Inc. $AAPL Shares Sold by Silicon Valley Capital Partners

Posted by Francis Steltz on Aug 14th, 2026

Silicon Valley Capital Partners reduced its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 204,015 shares of the iPhone maker’s stock after selling 4,399 shares during the period. Apple accounts for about 5.1% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 7th biggest holding. Silicon Valley Capital Partners’ holdings in Apple were worth $51,777,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Cornerstone Wealth LLC TN bought a new stake in shares of Apple in the 1st quarter worth approximately $2,261,000. Paragon Private Wealth Management LLC boosted its position in Apple by 2.6% during the 1st quarter. Paragon Private Wealth Management LLC now owns 60,128 shares of the iPhone maker’s stock valued at $15,260,000 after purchasing an additional 1,519 shares during the period. Hamilton Wealth LLC grew its stake in Apple by 203.5% during the 1st quarter. Hamilton Wealth LLC now owns 364,434 shares of the iPhone maker’s stock worth $92,490,000 after buying an additional 244,347 shares during the last quarter. Financial Insights Inc. increased its position in Apple by 1.6% in the first quarter. Financial Insights Inc. now owns 49,313 shares of the iPhone maker’s stock worth $12,515,000 after buying an additional 769 shares during the period. Finally, Centaurus Financial Inc. increased its position in Apple by 5.6% in the first quarter. Centaurus Financial Inc. now owns 212,892 shares of the iPhone maker’s stock worth $54,030,000 after buying an additional 11,245 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of AAPL opened at $305.26 on Friday. The firm has a market capitalization of $4.46 trillion, a PE ratio of 35.01, a P/E/G ratio of 2.59 and a beta of 1.09. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. The firm has a 50-day moving average price of $309.00 and a 200 day moving average price of $285.04. Apple Inc. has a 52-week low of $223.78 and a 52-week high of $344.57.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. The company had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. Apple had a net margin of 27.62% and a return on equity of 135.46%. Apple’s revenue was up 16.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.57 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 annualized dividend and a yield of 0.4%. Apple’s payout ratio is presently 12.39%.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple reportedly received approximately $2.2 billion in tariff refunds, which could support near-term cash flow and earnings. More than 40 S&P 500 companies have reported receiving refunds from the broader tariff program. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
Positive Sentiment: Apple opened a 20,000-square-foot Advanced Manufacturing Center in Houston, where it plans to assemble Mac mini computers and co-locate advanced AI-server production. The facility strengthens Apple’s U.S. manufacturing narrative and may improve supplier capabilities. Apple’s Tim Cook joined by Howard Lutnick in opening Houston manufacturing plant
Positive Sentiment: Norway’s sovereign wealth fund disclosed Apple as its second-largest global holding, valued at roughly 522 billion Norwegian kroner. The position provides a signal of continued confidence from a major long-term investor. Apple Stock Rises While Norway Fund Reveals Huge Position
Neutral Sentiment: Apple is negotiating performance-based licensing agreements with publishers to supply current content for an upgraded, AI-powered Siri. The deals could improve Siri’s usefulness, but the potential nine-figure expense would pressure services margins and monetization remains uncertain. Apple in Talks to Pay Publishers to Improve AI-Powered Siri
Negative Sentiment: Jefferies reduced its Apple price target, questioning whether the company has enough product and artificial-intelligence momentum to justify its premium valuation. Google’s new Pixel 11 lineup also intensifies competition ahead of Apple’s expected Siri and iPhone updates. Apple Stock Falls After Jefferies Slashes Price Target
Negative Sentiment: Rising memory and other component costs could erode Apple’s margins even if demand remains strong. Apple is testing Chinese supplier CXMT for DRAM, which could diversify supply but introduces geopolitical and quality-related risks. Apple Stock’s Biggest Risk Is The Memory Bill, Not Demand
Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 Apple shares for approximately $443,000, reducing her direct stake by 3.46%. The transaction is relatively small but may add modest insider-selling pressure. Apple SEC Form 4 Insider Sale

Insider Buying and Selling

In other news, SVP Jennifer Newstead sold 1,439 shares of Apple stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $307.75, for a total transaction of $442,852.25. Following the transaction, the senior vice president directly owned 40,107 shares in the company, valued at approximately $12,342,929.25. This trade represents a 3.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ben Borders sold 116 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the completion of the sale, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This represents a 0.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. The Goldman Sachs Group reissued a “buy” rating and set a $360.00 price target (down from $370.00) on shares of Apple in a report on Friday, July 31st. Tigress Financial reiterated a “strong-buy” rating and issued a $375.00 price objective (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. Jefferies Financial Group lowered shares of Apple from a “buy” rating to an “underperform” rating and reduced their target price for the company from $285.56 to $263.66 in a research note on Monday. Evercore restated an “outperform” rating on shares of Apple in a research report on Wednesday, July 8th. Finally, Bank of America restated a “buy” rating and issued a $380.00 price target on shares of Apple in a research note on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average price target of $328.60.

Check Out Our Latest Report on Apple

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.