Apple Inc. $AAPL Stock Holdings Decreased by KFA Private Wealth Group LLC

Posted by George Bondi on Sep 7th, 2026

KFA Private Wealth Group LLC lessened its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 12.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 17,976 shares of the iPhone maker’s stock after selling 2,649 shares during the quarter. Apple makes up approximately 1.4% of KFA Private Wealth Group LLC’s holdings, making the stock its 16th biggest holding. KFA Private Wealth Group LLC’s holdings in Apple were worth $5,202,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Avenir Tech Ltd acquired a new stake in shares of Apple during the second quarter worth $29,000. Longfellow Investment Management Co. LLC acquired a new position in shares of Apple in the 2nd quarter valued at about $30,000. Lifetime Wealth Management P.C. acquired a new position in shares of Apple in the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC grew its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in Apple during the fourth quarter worth about $65,000. Institutional investors own 67.73% of the company’s stock.

Insiders Place Their Bets

In related news, insider Ben Borders sold 116 shares of Apple stock in a transaction dated 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. The trade was a 0.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 company’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $317.01, for a total transaction of $456,177.39. Following the completion of the sale, the senior vice president directly owned 35,790 shares of the company’s stock, valued at $11,345,787.90. The trade was a 3.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 5,872 shares of company stock worth $1,823,201 over the last three months. Corporate insiders own 0.06% of the company’s stock.

Analyst Ratings Changes

AAPL has been the topic of a number of recent research reports. Jefferies Financial Group cut shares of Apple from a “buy” rating to an “underperform” rating and cut their target price for the stock from $285.56 to $263.66 in a report on Monday, August 10th. Robert W. Baird increased their price target on Apple from $310.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Barclays reissued an “underweight” rating and issued a $245.00 price target (down from $253.00) on shares of Apple in a report on Friday, July 31st. Wedbush restated an “outperform” rating and set a $400.00 price objective on shares of Apple in a research report on Friday, June 5th. Finally, The Goldman Sachs Group initiated coverage on Apple in a research report on Monday, August 17th. They issued a “buy” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average target price of $330.61.

View Our Latest Stock Analysis on AAPL

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s Sept. 9 product event is generating significant interest under new CEO John Ternus, with expectations for new iPhones, an Apple Watch update and potentially the company’s first foldable iPhone. Citi estimates the foldable device could sell 7.3 million units despite a possible price above $2,000. Citi foldable iPhone sales forecast
Positive Sentiment: Apple’s latest quarter showed strong momentum, with revenue rising 16.4% year over year and earnings exceeding analyst expectations. Morgan Stanley has also suggested the foldable iPhone could contribute roughly $14 billion in December-quarter revenue if successfully launched. Morgan Stanley foldable iPhone estimate
Neutral Sentiment: John Ternus has succeeded Tim Cook as CEO, while Cook remains executive chairman. The transition offers continuity through a longtime Apple executive but raises questions about whether Ternus can accelerate Apple’s artificial-intelligence strategy and sustain Cook-era growth. John Ternus becomes Apple CEO
Negative Sentiment: Reports indicate initial foldable iPhone production was only a few hundred units per day in late August. Tight quality controls and memory shortages could limit launch supply, delay purchases and prevent Apple from fully capturing expected demand. Foldable iPhone production hurdles
Negative Sentiment: Memory costs have reportedly surged, potentially forcing Apple to raise iPhone prices, absorb lower margins or risk weaker demand. Jefferies has also downgraded AAPL amid skepticism about the foldable product’s market potential. iPhone memory cost concerns
Negative Sentiment: Apple faces a $2.7 billion UK lawsuit over alleged unfair app-tracking rules and a separate BASF patent lawsuit involving facial-authentication technology, adding regulatory and litigation risk. Apple UK app-tracking lawsuit

Apple Stock Performance

AAPL opened at $319.97 on Monday. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66. The business’s 50 day moving average is $315.65 and its 200-day moving average is $290.59. The stock has a market cap of $4.67 trillion, a PE ratio of 36.69, a price-to-earnings-growth ratio of 2.77 and a beta of 1.08. Apple Inc. has a twelve month low of $225.95 and a twelve month high of $344.57.

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, topping analysts’ consensus estimates 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 prior year, the company posted $1.57 EPS. The business’s revenue for the quarter was up 16.4% compared to the same quarter last year. On average, analysts predict that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Dividend Announcement

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

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.