Apple Inc. $AAPL Shares Bought by Charles Schwab Trust Co

Posted by ABMN Staff on Dec 28th, 2025

Charles Schwab Trust Co raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 67.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 53,060 shares of the iPhone maker’s stock after buying an additional 21,342 shares during the period. Apple makes up approximately 0.9% of Charles Schwab Trust Co’s portfolio, making the stock its 26th largest position. Charles Schwab Trust Co’s holdings in Apple were worth $13,511,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Tlwm raised its stake in shares of Apple by 3.9% in the third quarter. Tlwm now owns 13,977 shares of the iPhone maker’s stock valued at $3,559,000 after acquiring an additional 526 shares in the last quarter. Seneca House Advisors grew its stake in Apple by 9.5% during the 3rd quarter. Seneca House Advisors now owns 19,943 shares of the iPhone maker’s stock worth $5,078,000 after purchasing an additional 1,727 shares in the last quarter. Sarasin & Partners LLP increased its holdings in Apple by 3.8% during the 3rd quarter. Sarasin & Partners LLP now owns 1,450,538 shares of the iPhone maker’s stock worth $369,060,000 after purchasing an additional 53,657 shares during the period. Foster Victor Wealth Advisors LLC raised its position in Apple by 3.3% in the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 66,647 shares of the iPhone maker’s stock valued at $17,196,000 after purchasing an additional 2,136 shares in the last quarter. Finally, Douglas Lane & Associates LLC raised its position in Apple by 0.4% in the 3rd quarter. Douglas Lane & Associates LLC now owns 174,473 shares of the iPhone maker’s stock valued at $44,426,000 after purchasing an additional 727 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple Trading Down 0.1%

Shares of Apple stock opened at $273.40 on Friday. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The company has a fifty day simple moving average of $272.54 and a 200-day simple moving average of $242.02. The stock has a market cap of $4.04 trillion, a price-to-earnings ratio of 36.60, a PEG ratio of 2.56 and a beta of 1.10. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

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

Apple Announces Dividend

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

Analysts Set New Price Targets

AAPL has been the subject of a number of analyst reports. Loop Capital reissued a “buy” rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Morgan Stanley reiterated an “overweight” rating and set a $315.00 price target (up previously from $305.00) on shares of Apple in a report on Wednesday, December 17th. Melius increased their price objective on shares of Apple from $290.00 to $345.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Jefferies Financial Group reaffirmed a “hold” rating and set a $283.36 price objective on shares of Apple in a research report on Wednesday, December 17th. Finally, Wall Street Zen downgraded shares of Apple from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $283.92.

Get Our Latest Analysis on AAPL

Insider Activity

In other news, insider Chris Kondo sold 3,752 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Deirdre O’brien sold 43,013 shares of Apple stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $257.39, for a total transaction of $11,071,116.07. Following the completion of the transaction, the senior vice president directly 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 SEC filing for this sale provides additional information. Insiders have sold a total of 228,052 shares of company stock worth $58,604,588 over the last ninety days. 0.06% of the stock is owned by corporate insiders.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Federal judge denied a bid to block U.S. imports of certain Apple Watch models in a patent dispute, letting Apple continue shipments that protect near-term wearables sales and supply continuity. Apple (AAPL) Cleared to Keep Importing Watch Models amid Patent Dispute
Positive Sentiment: Barron’s reports a surprise jump in China’s imports of foreign-branded mobile phones (iPhone exposure), which supports revenue upside and helps offset macro worries in Apple’s largest cyclical market. Apple Stock Ticks Up After a Surprise From China—and a Legal Win
Positive Sentiment: High consumer-product satisfaction and continued endorsement from prominent investors/commentators (Jim Cramer highlighted Apple’s customer satisfaction edge), which supports brand resilience and premium pricing. Apple (AAPL)’s the Only One That Maintains High Consumer Product Satisfaction, Says Jim Cramer
Positive Sentiment: Apple publicly released a new AI model and product-level AI improvements (including live translation features), signaling product-driving AI steps rather than a race to ship unpolished tools — a potential catalyst for Services and device differentiation. Apple Just Released a New AI Model. Should You Buy AAPL Stock Here?
Positive Sentiment: Analyst sentiment and MarketBeat commentary point to steady upgrades and a material upside case into 2026 as Apple leverages iPhone strength and gradual AI rollouts. Apple: The AI Outlier (MarketBeat)
Neutral Sentiment: User reviews of features like AirPods live translation (NYT) show incremental product wins that improve the ecosystem but are unlikely to move near-term earnings materially. How Well Does Apple’s Live Translation Work for Japanese? I Tested It in Tokyo.
Neutral Sentiment: Coverage noting billionaires buying other AI stocks (possible future competitors or new leaders) is drawing headlines but doesn’t directly change Apple’s near-term fundamentals. Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s
Negative Sentiment: Ongoing narrative that Apple is a latecomer in generative AI creates valuation risk if investors re-rate tech leaders based on AI leadership; that debate may cap multiple expansion until clearer, product-level wins are delivered. Apple Doesn’t Need A Stronger AI Portfolio (Seeking Alpha)

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.