Apple Inc. $AAPL Holdings Lowered by Community Financial Services Group LLC

Posted by ABMN Staff on Jan 21st, 2026

Community Financial Services Group LLC cut its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 9.3% in the third quarter, Holdings Channel.com reports. The fund owned 104,350 shares of the iPhone maker’s stock after selling 10,703 shares during the quarter. Apple comprises about 4.9% of Community Financial Services Group LLC’s portfolio, making the stock its 3rd largest holding. Community Financial Services Group LLC’s holdings in Apple were worth $26,571,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Ryan Investment Management Inc. purchased a new stake in Apple in the second quarter valued at approximately $31,000. ROSS JOHNSON & Associates LLC raised its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC boosted its stake in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management purchased a new position in Apple during the 4th quarter worth $65,000. Finally, Morgan Dempsey Capital Management LLC increased its stake in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after purchasing an additional 125 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

AAPL stock opened at $246.70 on Wednesday. The firm has a 50 day moving average of $270.94 and a 200-day moving average of $249.55. The company has a market cap of $3.63 trillion, a price-to-earnings ratio of 33.03, a PEG ratio of 2.39 and a beta of 1.09. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. 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 results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. The business 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 was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.64 EPS. As a group, equities analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Apple News Roundup

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple is integrating Google’s Gemini into Siri, which should materially improve Apple’s voice/AI capabilities and enhance product competitiveness. With Gemini Powering Apple’s Siri, Alphabet Could Soon Be the Undisputed AI Leader
Positive Sentiment: Evercore reiterated an Outperform/Buy stance with a $330 price target, highlighting upside into Apple’s upcoming earnings and the iPhone 17 cycle. Apple Stock (AAPL) Remains a Top Pick for Evercore Ahead of Q1 Earnings
Positive Sentiment: Citi projects Apple will ship millions of $2,000 foldable iPhones this year, supporting potential upside in unit growth and higher ASPs if production scales. Apple will ship millions of $2,000 foldable iPhones this year: Citi
Positive Sentiment: Goldman and other brokers are framing recent weakness as a buying opportunity ahead of January 29 earnings, citing strong iPhone revenue forecasts. ‘Buy the Dip,’ Says Goldman as Apple Pulls Back on Near-Term Concerns
Neutral Sentiment: Firm-level notes and letters point to Apple’s Q4 rebound and improved China smartphone share, which support fundamentals but are already priced into some analyst models. Apple (AAPL) Continued to Rebound in Q4
Negative Sentiment: Macro risk: tech stocks led a selloff after renewed Trump rhetoric around Greenland/tariffs, hitting Apple with broad Magnificent Seven weakness despite company-specific positives. America’s Biggest Tech Stocks Lead Tuesday’s Selloff as Trump’s Greenland Rhetoric Rattles Markets
Negative Sentiment: Despite analyst upgrades, traders sold AAPL — a disconnect highlighted by coverage noting a near‑3% intraday slide amid risk-off positioning. Apple stock tumbles nearly 3% despite analyst upgrade: here’s why
Negative Sentiment: Regulatory watch: an important antitrust date in India (Jan. 27) adds near‑term uncertainty that could affect services and distribution in a key market. Dear Apple Stock Fans, Mark Your Calendars for January 27
Negative Sentiment: Bearish commentary (e.g., 24/7 Wall St.) warns Apple could underperform peers this year, which may deepen sentiment-driven selling if momentum fades. This Magnificent 7 Stock Will Plunge This Year

Insider Activity at Apple

In related news, insider Chris Kondo sold 3,752 shares of the 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 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.06% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on AAPL. Citigroup reissued a “buy” rating and set a $315.00 price target (down previously from $330.00) on shares of Apple in a report on Tuesday. Argus set a $325.00 target price on Apple and gave the company a “buy” rating in a report on Friday, October 31st. Weiss Ratings restated a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the company an “overweight” rating in a research report on Friday, October 31st. Finally, Morgan Stanley restated an “overweight” rating and set a $315.00 price objective (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $283.62.

View Our Latest Research Report on AAPL

About Apple

(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.