Apple Inc. $AAPL Stock Position Lowered by Green Ridge Wealth Planning LLC

Posted by Brenda Bartman on Aug 22nd, 2026

Green Ridge Wealth Planning LLC decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 5.4% during the 2nd quarter, Holdings Channel reports. The firm owned 32,089 shares of the iPhone maker’s stock after selling 1,837 shares during the period. Apple comprises about 3.9% of Green Ridge Wealth Planning LLC’s holdings, making the stock its 8th biggest holding. Green Ridge Wealth Planning LLC’s holdings in Apple were worth $9,285,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in AAPL. Vanguard Group Inc. lifted its holdings in Apple by 1.9% in 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 during the period. State Street Corp increased its holdings in shares of Apple by 1.1% during the fourth 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 Apple by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock worth $97,031,587,000 after buying an additional 1,866,103 shares during the last quarter. Morgan Stanley raised its holdings in Apple by 0.6% in the 4th quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock worth $62,659,118,000 after acquiring an additional 1,379,651 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Apple during the fourth quarter valued at $52,266,468,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, SVP Jennifer Newstead sold 1,439 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $307.49, for a total value of $442,478.11. Following the completion of the transaction, the senior vice president directly owned 38,668 shares in the company, valued at approximately $11,890,023.32. This represents a 3.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Ben Borders sold 116 shares of Apple stock in a transaction on Tuesday, June 16th. The shares were 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 of the company’s stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 2,994 shares of company stock worth $919,567. 0.06% of the stock is currently owned by insiders.

Apple Stock Down 0.6%

Shares of Apple stock opened at $309.35 on Friday. The firm’s 50 day moving average price is $310.63 and its 200-day moving average price is $287.04. The company has a quick ratio of 0.93, a current ratio of 1.00 and a debt-to-equity ratio of 0.66. Apple Inc. has a 52-week low of $224.69 and a 52-week high of $344.57. The company has a market cap of $4.51 trillion, a P/E ratio of 35.48, a PEG ratio of 2.67 and a beta of 1.09.

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

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s dividend payout ratio (DPR) is presently 12.39%.

Key Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Incoming CEO John Ternus is expected to reassess Apple’s research-and-development budget and potentially increase spending on AI. Analysts see stronger investment in Siri and other AI products as a way to close the gap with technology rivals. Apple Could Get a New R&D and AI Budget
Positive Sentiment: Potential product catalysts include an AI-enhanced Siri expected later this year, camera-equipped AI AirPods targeted for 2027 and a foldable iPhone that one analyst estimates could sell 14 million units by 2027. Successful launches could support a major upgrade cycle. Apple Wants to Pay Publishers to Improve Siri
Positive Sentiment: Walmart’s nationwide rollout of contactless payments will add Apple Pay acceptance across its U.S. stores, websites and apps. The move expands Apple Pay’s reach and strengthens Apple’s services ecosystem. Walmart Adds Apple Pay Nationwide
Neutral Sentiment: Options activity showed a modestly bullish bias, with calls outnumbering puts, while implied volatility remained below its 52-week median. However, the signal was not strong enough to establish a decisive near-term direction. Apple Options Sentiment
Neutral Sentiment: Apple’s leadership change on September 1 is creating both opportunity and uncertainty. Bank of America maintains a Buy view but says Ternus must deliver more surprising products and technologies because the company has become increasingly predictable. Apple Must Relearn How to Surprise
Negative Sentiment: Apple reportedly cut more than 200 positions tied to Siri and the Vision Pro headset while redirecting resources toward future devices. The restructuring may improve efficiency, but it also highlights execution challenges in AI and spatial computing.
Negative Sentiment: Analysts have warned that Apple’s insulation from macroeconomic and competitive headwinds is fading. With shares trading at a high earnings multiple, investors may be less tolerant of slower growth, regulatory pressure and delays in AI products. Apple’s Immunity to Headwinds Is Fading
Negative Sentiment: Reports that Apple is quietly shifting attention toward China add geopolitical and demand risk, while its substantial tax settlement and filings highlighting large profits routed through Ireland could renew regulatory scrutiny.
Negative Sentiment: Senior Vice President Jennifer Newstead sold 1,439 shares under a prearranged Rule 10b5-1 plan. The transaction is relatively small and does not necessarily signal a change in fundamentals, but it provides a modest negative headline.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on AAPL. Wedbush reissued an “outperform” rating and issued a $400.00 price objective on shares of Apple in a report on Friday, June 5th. DA Davidson restated a “neutral” rating and issued a $270.00 price target on shares of Apple in a research note on Friday, July 31st. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a report on Friday, July 31st. Rothschild & Co Redburn set a $400.00 target price on shares of Apple and gave the company a “buy” rating in a research report on Monday. Finally, Maxim Group restated a “buy” rating and set a $350.00 target price (up from $310.00) on shares of Apple in a research report on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $330.53.

Get Our Latest Report on AAPL

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.