Ironwood Wealth Management LLC. Has $41.67 Million Stake in Apple Inc. $AAPL

Ironwood Wealth Management LLC. reduced its position in Apple Inc. (NASDAQ:AAPL) by 4.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 163,648 shares of the iPhone maker’s stock after selling 8,258 shares during the period. Apple comprises 14.0% of Ironwood Wealth Management LLC.’s holdings, making the stock its 2nd largest position. Ironwood Wealth Management LLC.’s holdings in Apple were worth $41,670,000 at the end of the most recent quarter.

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

Insider Buying and Selling at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the firm’s 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 owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.06% of the company’s stock.

Apple Trading Up 2.6%

AAPL opened at $276.49 on Thursday. The stock has a market capitalization of $4.06 trillion, a price-to-earnings ratio of 34.95, a P/E/G ratio of 2.41 and a beta of 1.09. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a 50-day simple moving average of $268.09 and a 200 day simple moving average of $253.01.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. During the same period in the previous year, the company earned $2.40 EPS. The business’s revenue for the quarter was up 15.7% compared to the same quarter last year. Analysts predict that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Record iPhone quarter and strong Q1 results are being highlighted by the market as the core fundamental catalyst — investors are treating better‑than‑expected revenue and what outlets call Apple’s biggest iPhone quarter as confirmation the company can still deliver durable hardware growth. Apple Just Had The Biggest Quarter In iPhone History
• Positive Sentiment: Analyst support and upgrades are lifting sentiment — firms including Goldman Sachs reaffirmed bullish views (with a $330 target) and separate upgrades have been reported, which fuels buying after the earnings beat. Apple Inc.: Reaffirmed Buy on Strengthening Services Ecosystem and Broad-Based App Store Recovery
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer and other outlets) and favorable coverage of Tim Cook’s tone after the quarter are amplifying momentum and drawing retail and momentum flows. Jim Cramer on Apple: “The Pessimists Are Starting to Tremble”
• Neutral Sentiment: Product and developer ecosystem moves (Apple adding agentic coding agents from Anthropic and OpenAI to Xcode) are constructive for developer engagement and long‑run AI positioning, but they’re a longer‑term positive rather than an immediate earnings driver. Apple adds agents from Anthropic and OpenAI to its coding tool
• Neutral Sentiment: Content/streaming slate news (Apple TV+ setting an October launch for a Mattel ‘Matchbox’ movie) is a small, timing‑specific positive for services engagement but unlikely to move fundamentals materially near term. Apple TV sets October launch for Mattel’s ‘Matchbox’ car movie
• Neutral Sentiment: Reports that Alphabet declined to discuss details of the Google‑Apple AI arrangement add opacity around a key partner relationship; this raises uncertainty but hasn’t produced concrete changes to Apple’s stated roadmap. Alphabet won’t talk about the Google-Apple AI deal, even to investors
• Negative Sentiment: Regulatory risk — the DOJ’s renewed antitrust push around Google/Chrome and challenges to the court’s decision (which also touches on Google’s default search relationship with Apple) is the main near‑term downside risk. Any adverse outcome that forces changes to the Google default agreement could hit Apple’s services/search economics. DOJ Reignites Antitrust Fight Against Google, Challenges Court’s Refusal To Force Chrome Sale

Wall Street Analyst Weigh In

Several equities analysts have recently commented on AAPL shares. KGI Securities raised Apple to an “outperform” rating and set a $306.00 target price on the stock in a research report on Friday, January 30th. Wells Fargo & Company set a $300.00 price target on Apple and gave the company an “overweight” rating in a research note on Friday, October 31st. TD Cowen reiterated a “buy” rating and set a $325.00 price objective on shares of Apple in a research report on Friday, January 30th. Phillip Securities raised Apple from a “moderate sell” rating to a “hold” rating in a report on Sunday. Finally, Jefferies Financial Group set a $276.47 target price on shares of Apple and gave the company a “hold” rating in a research report on Monday, January 26th. One research analyst has 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’s stock. Based on data from MarketBeat.com, Apple has an average rating of “Moderate Buy” and a consensus target price of $291.70.

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.