Apple Inc. $AAPL Shares Sold by StrongBox Wealth LLC

StrongBox Wealth LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 22.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,875 shares of the iPhone maker’s stock after selling 6,463 shares during the period. Apple comprises approximately 1.9% of StrongBox Wealth LLC’s holdings, making the stock its 21st biggest holding. StrongBox Wealth LLC’s holdings in Apple were worth $5,570,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Financial Futures Ltd Liability Co. raised its position in shares of Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after buying an additional 415 shares during the last quarter. Bell & Brown Wealth Advisors LLC grew its stake in Apple by 0.4% in the 1st quarter. Bell & Brown Wealth Advisors LLC now owns 62,001 shares of the iPhone maker’s stock worth $13,772,000 after acquiring an additional 240 shares during the period. Monarch Capital Management Inc. raised its holdings in Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after acquiring an additional 2,920 shares during the last quarter. American National Bank & Trust lifted its stake in shares of Apple by 2.4% during the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock worth $40,107,000 after purchasing an additional 4,543 shares during the period. Finally, Riverwater Partners LLC lifted its stake in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker’s stock worth $1,109,000 after purchasing an additional 819 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a research note on Wednesday, December 3rd. Wedbush set a $350.00 price target on Apple and gave the company an “outperform” rating in a report on Monday, December 8th. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. UBS Group reiterated a “neutral” rating on shares of Apple in a report on Monday, December 8th. Finally, Bank of America raised their target price on shares of Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Key Stores Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analyst bullishness and price-target lifts are supporting momentum — Evercore ISI recently raised its price target, adding buy-side validation to Apple’s rally. Evercore ISI raises PT on Apple (AAPL) stock
• Positive Sentiment: Macro/strategy pieces argue 2026 could be a breakout year for Apple (AI roadmap + resilient iPhone sales), which supports longer-term investor demand and multiple expansion. Why 2026 May Be Apple’s Year
• Positive Sentiment: Large tech buybacks remain a market tailwind; Apple is part of the broader buyback-driven support in the sector that can buoy share price and EPS. These Techs Had The Biggest Stock Buybacks In Q3. What To Expect In 2026.
• Neutral Sentiment: Search and retail interest in AAPL is elevated (Zacks notes heavy investor searches), which can increase short-term liquidity and volatility but doesn’t guarantee direction. Investors Heavily Search Apple Inc. (AAPL): Here is What You Need to Know
• Neutral Sentiment: Political/private buying flows: a congressman’s continued purchases of Magnificent Seven names underscores retail/insider demand themes but is not a company-specific fundamental change. Congressman Can’t Stop Buying Magnificent 7 Stocks: These Are His Latest Picks
• Neutral Sentiment: Apple updated its developer agreement to allow recouping unpaid fees from in‑app transactions — that helps protect cash flows but may increase developer friction and headlines. Apple becomes a debt collector with its new developer agreement
• Negative Sentiment: Japan’s Mobile Software Competition Act forced Apple to allow alternative app stores and off‑platform payments there — a direct threat to App Store commission revenue and a regulatory precedent. Investors worry this could roll into other markets. Apple opens iPhone to alternative app stores in Japan
• Negative Sentiment: Regulatory pushback in Europe and criticism from apps groups over Apple’s DMA implementation add uncertainty and potential fee-reduction pressure beyond Japan. Apple stock (AAPL) slides as European apps group slams its DMA-dodging exorbitant fees
• Negative Sentiment: Prediction-market chatter that Alphabet could leapfrog Apple on market cap highlights competitive risk and can sap sentiment for mega-cap incumbents if sustained. Prediction market suggests Alphabet’s market cap can leapfrog Apple’s, Nvidia’s

Apple Stock Up 0.5%

AAPL opened at $273.67 on Friday. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The firm has a 50 day moving average price of $270.16 and a 200 day moving average price of $239.56. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The company has a market cap of $4.04 trillion, a PE ratio of 36.64, a price-to-earnings-growth ratio of 2.56 and a beta of 1.10.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The company had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same period in the previous year, the firm earned $1.64 earnings per share. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. Sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were issued a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, November 10th. Apple’s dividend payout ratio is currently 13.92%.

Insider Buying and Selling

In other Apple news, SVP Deirdre O’brien sold 43,013 shares of the business’s stock in a transaction dated Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total transaction of $11,071,116.07. Following the transaction, the senior vice president owned 136,687 shares in the company, valued at $35,181,866.93. The trade was a 23.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Katherine L. Adams sold 47,125 shares of the stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.79, for a total value of $12,101,228.75. Following the completion of the sale, the senior vice president owned 179,158 shares of the company’s stock, valued at approximately $46,005,982.82. This trade represents a 20.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 228,052 shares of company stock valued at $58,604,588 over the last ninety days. Insiders own 0.06% of the company’s stock.

Apple Company Profile

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.