BigSur Wealth Management LLC Has $9.03 Million Stock Position in Apple Inc. $AAPL

BigSur Wealth Management LLC decreased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 16.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,453 shares of the iPhone maker’s stock after selling 6,944 shares during the period. Apple makes up 2.2% of BigSur Wealth Management LLC’s portfolio, making the stock its 9th biggest position. BigSur Wealth Management LLC’s holdings in Apple were worth $9,027,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Financial Futures Ltd Liability Co. raised its holdings in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker’s stock valued at $729,000 after acquiring an additional 415 shares in the last quarter. Bell & Brown Wealth Advisors LLC increased its position in shares of Apple by 0.4% during the first quarter. Bell & Brown Wealth Advisors LLC now owns 62,001 shares of the iPhone maker’s stock valued at $13,772,000 after purchasing an additional 240 shares during the period. Monarch Capital Management Inc. increased its position in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker’s stock valued at $13,740,000 after purchasing an additional 2,920 shares during the period. American National Bank & Trust raised its stake in shares of Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker’s stock valued at $40,107,000 after purchasing an additional 4,543 shares in the last quarter. Finally, Riverwater Partners LLC lifted its position in Apple by 17.9% in the second 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. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Apple

In related news, CEO Timothy D. Cook sold 129,963 shares of the company’s stock in a transaction dated Thursday, October 2nd. The shares were sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the transaction, the chief executive officer owned 3,280,295 shares in the company, valued at $842,412,558.95. This represents a 3.81% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Deirdre O’brien sold 43,013 shares of the 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 sale, the senior vice president directly owned 136,687 shares in the company, valued at approximately $35,181,866.93. This represents a 23.94% decrease in their position. 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. 0.06% of the stock is currently owned by company insiders.

Apple Stock Performance

NASDAQ AAPL opened at $273.00 on Wednesday. Apple Inc. has a 1-year low of $169.21 and a 1-year high of $288.62. The company has a 50 day moving average of $272.98 and a 200-day moving average of $243.39. 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 firm has a market cap of $4.03 trillion, a price-to-earnings ratio of 36.55, a PEG ratio of 2.56 and a beta of 1.10.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping the consensus estimate of $1.74 by $0.11. The business had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s revenue was up 8.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.64 EPS. On average, equities analysts forecast that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and bull case: multiple firms lifted targets and reiterations point to upside from iPhone strength, services growth and potential AI monetization in 2026 — some price targets sit well above the current price, supporting a constructive view. Why Apple Might Attract More of an AI Multiple in 2026
• Positive Sentiment: Buybacks & revenue outlook: Apple’s large 2025 buyback program and guidance point to improving EPS and a return to stronger revenue growth into fiscal 2026, which supports valuation and long‑term upside. Apple Is Likely to Return to Double-Digit Revenue Growth
• Neutral Sentiment: Options & range trading: Traders note AAPL has been rangebound; some market participants are generating income via selling out‑of‑the‑money puts (a neutral/constructive tactical trade if you expect limited near‑term downside). Shorting Puts Is The Best Play
• Neutral Sentiment: AI rotation theme: Market commentary highlights a shift from AI infrastructure to application‑layer winners; Apple is positioned as a distribution‑first player but is viewed as a later AI monetizer rather than an early infrastructure spender. The Application-Layer Rotation
• Negative Sentiment: Siri/AI execution concerns: Reporting says Apple missed a planned Siri generative‑AI update and faces perceptions of lagging rivals — this heightens investor worry that Apple must deliver compelling AI features to drive upgrades and multiple expansion. Apple needs to deliver an AI-charged Siri
• Negative Sentiment: Cautionary research and insider/large‑holder selling: Critical takes argue limited near‑term growth, and reporting shows significant sales by insiders and reductions by Berkshire/Buffett — both can weigh on sentiment and create selling pressure. The 76-Year-Old Reason Why Buffett Has Been Selling Apple & QuiverQuant insider/flow summary
• Negative Sentiment: Bearish/valuation concerns: Some articles warn limited upside near term and urge caution on growth expectations given heavy competition in AI and elevated multiples. Apple: Don’t Expect Much Growth Here

Analyst Ratings Changes

A number of research firms have weighed in on AAPL. Citigroup reiterated a “buy” rating and set a $330.00 price target (up previously from $315.00) on shares of Apple in a research note on Tuesday, December 9th. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 target price on the stock in a research report on Tuesday, November 4th. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Wednesday, December 3rd. Sanford C. Bernstein set a $325.00 price target on shares of Apple in a research note on Monday, November 3rd. Finally, Melius upped their price objective on Apple from $290.00 to $345.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $283.92.

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.