Monument Group Wealth Advisors LLC Has $898,000 Stock Position in Apple Inc. $AAPL

Monument Group Wealth Advisors LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL) by 37.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,527 shares of the iPhone maker’s stock after selling 2,119 shares during the quarter. Apple makes up 0.5% of Monument Group Wealth Advisors LLC’s holdings, making the stock its 12th biggest holding. Monument Group Wealth Advisors LLC’s holdings in Apple were worth $898,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AAPL. Hemington Wealth Management grew its holdings in Apple by 0.3% during the 3rd quarter. Hemington Wealth Management now owns 148,441 shares of the iPhone maker’s stock worth $37,797,000 after acquiring an additional 472 shares during the period. Legacy Trust increased its holdings in shares of Apple by 58.3% during the third quarter. Legacy Trust now owns 122,764 shares of the iPhone maker’s stock valued at $31,259,000 after acquiring an additional 45,193 shares in the last quarter. TFC Financial Management Inc. raised its holdings in Apple by 8.8% during the third quarter. TFC Financial Management Inc. now owns 51,683 shares of the iPhone maker’s stock worth $13,160,000 after buying an additional 4,202 shares during the last quarter. ORG Partners LLC raised its holdings in shares of Apple by 3.2% in the 3rd quarter. ORG Partners LLC now owns 41,421 shares of the iPhone maker’s stock worth $10,549,000 after acquiring an additional 1,299 shares during the last quarter. Finally, ORG Wealth Partners LLC increased its holdings in Apple by 17.3% during the 3rd quarter. ORG Wealth Partners LLC now owns 32,942 shares of the iPhone maker’s stock worth $8,391,000 after purchasing an additional 4,851 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently commented on AAPL shares. Monness Crespi & Hardt increased their target price on shares of Apple from $300.00 to $315.00 and gave the company a “buy” rating in a report on Friday. Robert W. Baird set a $300.00 price objective on Apple in a research note on Friday, October 31st. Rosenblatt Securities upped their price objective on shares of Apple from $250.00 to $267.00 and gave the company a “neutral” rating in a report on Friday. Barclays restated an “underweight” rating and set a $239.00 target price (up previously from $230.00) on shares of Apple in a research report on Friday. Finally, Stephens set a $315.00 price objective on shares of Apple in a research report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $289.23.

Apple Stock Performance

Shares of AAPL stock opened at $259.48 on Monday. The company has a market capitalization of $3.81 trillion, a P/E ratio of 32.80, a PEG ratio of 2.37 and a beta of 1.09. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The stock has a 50 day moving average price of $268.38 and a two-hundred day moving average price of $252.01. Apple Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $288.62.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the company earned $2.40 EPS. Analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Investors of record on Monday, February 9th will be paid a dividend of $0.26 per share. The ex-dividend date of this dividend is Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple’s payout ratio is presently 13.15%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong March-quarter revenue/margin guidance, supporting bullish near-term fundamentals. Apple sales, profit beat
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms raised targets and reiterated buy ratings after the beat (including TD Cowen, JPMorgan, Monness Crespi & Hardt), which supports upside sentiment among institutional investors. Analyst notes
• Neutral Sentiment: AI strategy remains ambiguous — Apple announced partnerships (e.g., Google Gemini) and made AI-related M&A (Q.ai), but offered limited execution details; these moves signal intent but leave monetization and competitive positioning unclear. AI details unclear
• Neutral Sentiment: Potential supply-chain diversification — Reports that Apple is exploring U.S. foundry partners (e.g., Intel) could ease long-term sourcing risk but are early-stage and not an immediate fix for 2026 capacity issues. Intel foundry reports
• Negative Sentiment: Rising memory-chip costs and shortages — Apple warned memory prices are beginning to bite; suppliers like Samsung and SK Hynix are prioritizing AI chips, tightening supply and pressuring gross margins if costs stay elevated. Memory cost warning
• Negative Sentiment: iPhone production constraints — Multiple reports say TSMC/other chip shortages are limiting Apple’s ability to meet iPhone demand, forcing Apple to prioritize premium models and potentially capping unit growth despite strong demand. TSMC supply short
• Negative Sentiment: Talent and execution questions in AI — Reports of AI researcher departures and commentary that the Google partnership could limit Apple’s AI upside have soured investor enthusiasm for Apple’s AI prospects. AI researcher departures

Insider Activity at Apple

In other news, insider Chris Kondo sold 3,752 shares of the stock in a transaction on Friday, November 7th. The stock was 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.06% of the stock is currently owned by corporate insiders.

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.