TLW Wealth Management LLC Has $12.85 Million Stock Position in Apple Inc. $AAPL

TLW Wealth Management LLC decreased its stake in Apple Inc. (NASDAQ:AAPL) by 6.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 50,473 shares of the iPhone maker’s stock after selling 3,516 shares during the period. Apple comprises about 7.4% of TLW Wealth Management LLC’s investment portfolio, making the stock its 6th biggest position. TLW Wealth Management LLC’s holdings in Apple were worth $12,852,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Capstone Wealth Management LLC boosted its holdings in Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock valued at $2,174,000 after acquiring an additional 42 shares in the last quarter. Baker Boyer National Bank boosted its stake in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after purchasing an additional 47 shares in the last quarter. Beddow Capital Management Inc. increased its position in shares of 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 raised its stake in Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after buying an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. lifted its holdings in Apple by 0.5% in the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock worth $2,456,000 after buying an additional 47 shares during the period. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Quarterly FCF, revenue and margins jumped, lifting AAPL target values and prompting bullish options strategies (short near-term OTM puts or long-dated ITM calls) as investors position for continued cash-flow strength. Apple’s FCF Margins Surge and Its Target Value Rises – What’s the Best AAPL Stock Play?
• Positive Sentiment: New-product cycle expected soon (iPhone 17e, updated iPads and refreshed Macs) — supports revenue visibility from hardware refreshes and accessory/services attach. Apple to Debut iPhone 17e, New iPads, Fresh Macs
• Positive Sentiment: Apple will allow third‑party AI chatbots in CarPlay, widening its ecosystem and potentially creating new services/monetization channels. Apple to Allow Third-Party AI Chatbots in CarPlay
• Positive Sentiment: High-profile investors (Peter Thiel’s fund) include Apple in contrarian AI exposure, signaling institutional conviction that Apple can play a role in the AI cycle. Thiel Bypasses Palantir and Nvidia for Meta, Tesla, Apple in Contrarian AI Play
• Neutral Sentiment: CEO Tim Cook has pushed back on the idea Apple is falling behind in AI, highlighting progress on Apple’s AI platform — still leaves investors parsing timing and competitive edge vs. pure-play AI leaders. Is Apple Falling Behind in Artificial Intelligence (AI)? Here’s What CEO Tim Cook Just Said.
• Neutral Sentiment: Market commentators expect continued volatility and a stock‑picker environment; that can favor active option strategies around large-cap names like Apple. Coons: Volatility Going Nowhere, GOOGL, AAPL & CRWD Next AI Winners
• Negative Sentiment: Despite the fundamentals, Apple is lagging today as money rotates into perceived AI/semiconductor winners (e.g., Nvidia), weighing on AAPL’s near‑term performance. Stock Market Today: Dow Gains As Nvidia Jumps; Apple Lags, Energy Stock Tests Entry (Live Coverage)

Apple Stock Down 1.3%

AAPL stock opened at $274.62 on Tuesday. The business’s 50-day moving average price is $267.88 and its 200-day moving average price is $254.61. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market cap of $4.03 trillion, a P/E ratio of 34.72, a PEG ratio of 2.49 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62.

Apple (NASDAQ:AAPL) last issued its earnings results 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. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter in the prior year, the business earned $2.40 earnings per share. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. On average, equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Analyst Ratings Changes

Several research analysts have recently issued reports on AAPL shares. Royal Bank Of Canada set a $325.00 target price on Apple in a research report on Monday, February 2nd. Argus set a $325.00 target price on shares of Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. Barclays reiterated an “underweight” rating and issued a $239.00 price target (up from $230.00) on shares of Apple in a research note on Friday, January 30th. Maxim Group upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a report on Friday, January 30th. Finally, CLSA lifted their target price on shares of Apple from $265.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $291.70.

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.