MRA Advisory Group Has $4.34 Million Stock Holdings in Apple Inc. $AAPL

Posted by George Bondi on Aug 23rd, 2026

MRA Advisory Group decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 15.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 14,993 shares of the iPhone maker’s stock after selling 2,729 shares during the quarter. Apple makes up approximately 1.6% of MRA Advisory Group’s holdings, making the stock its 20th largest holding. MRA Advisory Group’s holdings in Apple were worth $4,338,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Lifetime Wealth Management P.C. acquired a new position in Apple in the fourth quarter valued at about $41,000. ROSS JOHNSON & Associates LLC boosted its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in shares of Apple during the 4th quarter worth about $69,000. LSV Asset Management acquired a new position in shares of Apple during the 4th quarter worth about $65,000. Finally, Inspire Investing LLC bought a new stake in shares of Apple in the 4th quarter valued at about $76,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analysts Set New Price Targets

AAPL has been the topic of a number of analyst reports. Wells Fargo & Company reiterated an “overweight” rating and issued a $350.00 price target (up from $310.00) on shares of Apple in a research report on Friday, July 31st. Raymond James Financial restated a “market perform” rating on shares of Apple in a report on Friday, July 31st. Evercore reaffirmed an “outperform” rating on shares of Apple in a research note on Wednesday, July 8th. DZ Bank lowered shares of Apple from a “buy” rating to a “hold” rating and set a $310.00 target price on the stock. in a report on Tuesday, August 4th. Finally, Robert W. Baird lifted their price target on shares of Apple from $310.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus target price of $330.53.

Check Out Our Latest Stock Report on AAPL

Key Stories Impacting Apple

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.

Insider Activity at Apple

In related news, insider Ben Borders sold 116 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the sale, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. This trade represents a 0.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $307.49, for a total transaction of $442,478.11. Following the completion of the sale, the senior vice president directly owned 38,668 shares in the company, valued at $11,890,023.32. This represents a 3.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,994 shares of company stock valued at $919,567 in the last quarter. Corporate insiders own 0.06% of the company’s stock.

Apple Trading Down 0.6%

NASDAQ:AAPL opened at $309.35 on Friday. Apple Inc. has a fifty-two week low of $224.69 and a fifty-two week high of $344.57. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The stock has a market capitalization of $4.51 trillion, a PE ratio of 35.48, a price-to-earnings-growth ratio of 2.65 and a beta of 1.09. The business’s 50-day simple moving average is $310.63 and its 200-day simple moving average is $287.04.

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

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, August 10th. Apple’s dividend payout ratio is 12.39%.

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.