Global Financial Private Client LLC Has $12.99 Million Holdings in Apple Inc. $AAPL

Global Financial Private Client LLC cut its position in shares of Apple Inc. (NASDAQ:AAPL) by 22.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 51,000 shares of the iPhone maker’s stock after selling 14,783 shares during the period. Apple accounts for approximately 4.6% of Global Financial Private Client LLC’s holdings, making the stock its 2nd largest holding. Global Financial Private Client LLC’s holdings in Apple were worth $12,986,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Capstone Wealth Management LLC boosted its stake in shares of Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after purchasing an additional 42 shares in the last quarter. Baker Boyer National Bank lifted its stake in Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after purchasing an additional 47 shares during the last quarter. Beddow Capital Management Inc. boosted its position in Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after buying an additional 47 shares during the period. Uncommon Cents Investing LLC grew its stake in shares of Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock valued at $2,701,000 after buying an additional 47 shares during the last quarter. Finally, Red Tortoise LLC increased its holdings in shares of Apple by 0.9% in the second quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock worth $1,173,000 after buying an additional 49 shares during the period. 67.73% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s long-term AI strategy shifted toward a major deal with Google’s Gemini to power the next-generation Siri and Apple Intelligence — a faster route to competitive AI features that could boost services engagement and stickiness. Read More.
• Positive Sentiment: Apple TV+ is showing momentum and is highlighted as a growing threat to Netflix, which supports the case for accelerating services revenue and margin diversification beyond hardware. Read More.
• Neutral Sentiment: Apple remains a core holding inside mega-cap / AI-heavy ETFs that outperformed in 2025; that structural demand supports liquidity and index flows but isn’t a direct company-specific catalyst. Read More.
• Neutral Sentiment: Proposed U.S. bill to expand veteran training in emerging tech names Apple among potential beneficiaries (more skilled talent in semiconductors/AI over time) — long-term, indirect. Read More.
• Negative Sentiment: India issued a final warning that it will proceed with an antitrust case after delays in Apple’s responses — a move that raises regulatory and large‑fine risk in a key market. That adds tangible downside risk to investor sentiment. Read More.
• Negative Sentiment: Cathie Wood’s ARK and other commentators argue Apple’s reliance on Google for core AI models signals strategic weakness — this critique is amplifying short‑term sell‑side debate about Apple’s independence on AI and could pressure the stock. Read More.
• Negative Sentiment: Memory and storage price spikes are creating headwinds for hardware makers; rising component costs could compress iPhone and Mac margins if Apple cannot fully pass them through. Read More.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on AAPL shares. Loop Capital restated a “buy” rating and set a $325.00 target price (up from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Rosenblatt Securities upped their price target on shares of Apple from $241.00 to $250.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Wall Street Zen cut shares of Apple from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Melius raised their price target on shares of Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $284.07.

Insiders Place Their Bets

In other Apple news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the sale, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.06% of the company’s stock.

Apple Trading Down 1.0%

NASDAQ AAPL opened at $255.53 on Friday. The firm has a market capitalization of $3.76 trillion, a PE ratio of 34.21, a P/E/G ratio of 2.39 and a beta of 1.09. The stock’s 50 day moving average is $271.79 and its 200 day moving average is $248.76. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data 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. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same quarter in the prior year, the company earned $1.64 earnings per share. The firm’s quarterly revenue was up 8.7% compared to the same quarter last year. Research 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. Investors of record on Monday, November 10th were paid a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s payout ratio is presently 13.92%.

About Apple

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.