Apple Inc. $AAPL Stock Holdings Lifted by Citizens National Bank Trust Department

Citizens National Bank Trust Department grew its stake in Apple Inc. (NASDAQ:AAPL) by 7.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 131,390 shares of the iPhone maker’s stock after purchasing an additional 8,597 shares during the period. Apple makes up about 6.0% of Citizens National Bank Trust Department’s holdings, making the stock its largest holding. Citizens National Bank Trust Department’s holdings in Apple were worth $33,456,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC increased its position in Apple by 333.3% during the second 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 last quarter. LSV Asset Management purchased a new position in Apple during the fourth quarter worth about $65,000. Morgan Dempsey Capital Management LLC boosted its holdings in Apple by 41.0% in the 2nd 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 last quarter. Finally, HFM Investment Advisors LLC purchased a new stake in shares of Apple in the 1st quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone demand and services growth are expected to drive record-like Q1 revenue, supporting upside to guidance and near-term topline. Strong iPhone sales to power Apple’s holiday quarter, Google AI deal in focus
• Positive Sentiment: Wall Street previews and some analyst upgrades (Wedbush optimism, JPMorgan chatter) highlight 2026 as potentially pivotal for Apple’s AI strategy and revenue re-acceleration. Apple earnings: Wedbush’s Ives sees iPhone strength, AI strategy taking shape
• Neutral Sentiment: Investors are bracing for volatility: options markets imply a ~4.15% move around earnings, which can amplify short-term selling or buying. Apple Is About to Report Q1 Earnings. Options Traders Are Expecting a 4-15% Move
• Neutral Sentiment: Apple’s Gemini-powered Siri rollout (deep Google tie-up) is coming and is central to investor debate — it’s a potential long-term catalyst but raises scrutiny over execution and partner dynamics. Apple’s Gemini‑Powered Siri Arrives in February
• Neutral Sentiment: Some headlines (CEO Tim Cook’s public comments and supplier strength like Corning) keep the narrative mixed — supportive fundamentals but headline risk from non-financial issues. Apple’s Cook says he’s ‘heartbroken’ by Minneapolis events and has spoken with Trump
• Negative Sentiment: Legal risk: Apple was hit with a U.S. antitrust/technology theft suit, adding regulatory/legal overhang that can pressure sentiment ahead of results. Apple sued for allegedly breaking US antitrust law, stealing camera tech
• Negative Sentiment: Analyst downgrades and risk calls — Jefferies flagged App Store/Google ad headwinds and boutique firms maintain sell ratings — feeding concerns that growth/margins could be capped. Jefferies Flags App Store and Google Ad Risks for Apple (AAPL) Aletheia Maintains Sell on Apple (AAPL)
• Negative Sentiment: Brand/design critiques (Liquid Glass/UI changes) and media skepticism can dent the premium narrative if product enthusiasm cools. Apple’s unrivaled commitment to excellence is fading. A designer explains why

Wall Street Analyst Weigh In

Several research firms have recently commented on AAPL. Sanford C. Bernstein set a $325.00 price target on shares of Apple in a research report on Monday, November 3rd. Argus set a $325.00 target price on Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. Stephens set a $315.00 target price on Apple in a research report on Monday. Robert W. Baird set a $300.00 price target on Apple in a report on Friday, October 31st. Finally, Citigroup restated a “buy” rating and issued a $315.00 price objective (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Apple has a consensus rating of “Moderate Buy” and an average target price of $282.80.

Apple Price Performance

AAPL stock opened at $256.44 on Thursday. The business’s fifty day moving average price is $268.78 and its 200 day moving average price is $251.02. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. 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 market capitalization of $3.77 trillion, a PE ratio of 34.33, a P/E/G ratio of 2.40 and a beta of 1.09.

Apple (NASDAQ:AAPL) last released its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share 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 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 company posted $1.64 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Insider Activity at Apple

In related news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on 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 completion of the transaction, the insider owned 15,098 shares in the company, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.06% of the company’s stock.

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.