TCI Wealth Advisors Inc. Has $33.82 Million Holdings in Apple Inc. $AAPL

TCI Wealth Advisors Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 1.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 132,816 shares of the iPhone maker’s stock after selling 1,917 shares during the period. Apple comprises approximately 2.0% of TCI Wealth Advisors Inc.’s portfolio, making the stock its 13th largest holding. TCI Wealth Advisors Inc.’s holdings in Apple were worth $33,819,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Kingstone Capital Partners Texas LLC increased its stake in shares of Apple by 573,627.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after buying an additional 205,656,808 shares during the period. Norges Bank bought a new stake in Apple during the 2nd quarter worth approximately $38,942,255,000. Nuveen LLC bought a new stake in Apple during the 1st quarter worth approximately $17,472,482,000. PKS Advisory Services LLC raised its stake in shares of Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock valued at $12,106,000 after acquiring an additional 57,898,088 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its stake in shares of Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.

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)

Insider Activity

In other news, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the transaction, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This represents a 32.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Deirdre O’brien sold 43,013 shares of the business’s stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $257.39, for a total value of $11,071,116.07. Following the completion of the sale, the senior vice president directly owned 136,687 shares of the company’s stock, valued at $35,181,866.93. The trade was a 23.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 228,052 shares of company stock valued at $58,604,588. Corporate insiders own 0.06% of the company’s stock.

Apple Trading Down 0.1%

NASDAQ AAPL opened at $273.40 on Monday. The stock has a market capitalization of $4.04 trillion, a P/E ratio of 36.60, a P/E/G ratio of 2.56 and a beta of 1.10. The business has a 50 day simple moving average of $272.54 and a 200 day simple moving average of $242.33. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. Apple Inc. has a one year low of $169.21 and a one year high of $288.62.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. The firm had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same period in the prior year, the business earned $1.64 EPS. Research 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. Shareholders of record on Monday, November 10th were paid a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s payout ratio is 13.92%.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on AAPL shares. Argus set a $325.00 price objective on shares of Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. CLSA increased their price target on Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. The Goldman Sachs Group reiterated a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. Finally, Jefferies Financial Group restated a “hold” rating and set a $283.36 price target on shares of Apple in a report on Wednesday, December 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Apple 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.