Apple Inc. $AAPL Shares Acquired by Legacy Wealth Management LLC MS

Legacy Wealth Management LLC MS boosted its position in Apple Inc. (NASDAQ:AAPL) by 9.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 109,653 shares of the iPhone maker’s stock after purchasing an additional 9,429 shares during the quarter. Apple accounts for 8.0% of Legacy Wealth Management LLC MS’s holdings, making the stock its 3rd largest holding. Legacy Wealth Management LLC MS’s holdings in Apple were worth $29,810,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in AAPL. GK Wealth Management LLC increased its stake in Apple by 1.1% during the fourth quarter. GK Wealth Management LLC now owns 8,486 shares of the iPhone maker’s stock worth $2,307,000 after acquiring an additional 96 shares during the last quarter. City Center Advisors LLC grew its holdings in shares of Apple by 6.0% during the 4th quarter. City Center Advisors LLC now owns 4,049 shares of the iPhone maker’s stock worth $1,101,000 after purchasing an additional 228 shares during the period. Union Bancaire Privee UBP SA grew its holdings in shares of Apple by 77.6% during the 4th quarter. Union Bancaire Privee UBP SA now owns 1,158,690 shares of the iPhone maker’s stock worth $310,849,000 after purchasing an additional 506,260 shares during the period. Trust Co of the South increased its position in Apple by 3.9% during the 4th quarter. Trust Co of the South now owns 93,485 shares of the iPhone maker’s stock worth $25,415,000 after purchasing an additional 3,484 shares in the last quarter. Finally, Foguth Wealth Management LLC. purchased a new position in Apple in the fourth quarter valued at approximately $8,199,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: China strength: iPhone sales in China jumped ~23% in the first nine weeks of 2026, outpacing a weak local market and supporting Apple’s revenue and unit growth prospects in a key market. Apple’s China smartphone sales jump 23%
• Positive Sentiment: Product demand: Apple’s Mac had its best-ever launch week for first-time customers, signaling continued strength in Mac demand that can help hardware revenue mix. Apple Mac sees best ever launch week
• Positive Sentiment: Legal win on Apple Watch: A U.S. trade tribunal preliminarily ruled redesigned Apple Watches don’t infringe Masimo patents, fending off a renewed import ban and removing a regulatory/shutdown risk for Watch shipments. Apple Watch clears key patent challenge
• Positive Sentiment: AI/App Store monetization: Reporting suggests Apple made ~$900M from AI-related App Store activity last year and could top $1B soon — a recurring, high-margin revenue stream that supports services growth. Apple made $900M from AI
• Neutral Sentiment: CEO outreach: Tim Cook’s China visit reinforces focus on local partnerships and regulatory navigation — positive strategically but not an immediate earnings catalyst. Tim Cook’s China visit
• Neutral Sentiment: New integrations and content deals (Apple Health integrations, Apple TV sports/content deals) expand ecosystem stickiness but their near-term revenue impact is uncertain. Apple Health integrates with Perplexity Health
• Negative Sentiment: Security risk: Researchers flagged the “DarkSword” iOS exploit and related spyware/ghostblade campaigns targeting crypto wallets; Apple has issued alerts and pushed patches — security scares can dent consumer confidence and spur short-term churn or support costs. DarkSword iPhone exploit threatens wallets
• Negative Sentiment: Market sentiment and positioning: Some AI-driven price models are bearish for Q2 and there’s visible insider selling and mixed analyst positioning — these contribute to short-term selling pressure. AI sets Apple stock price for Q2 2026

Apple Price Performance

AAPL opened at $247.99 on Friday. The company has a fifty day simple moving average of $260.99 and a 200 day simple moving average of $262.20. The firm has a market cap of $3.64 trillion, a price-to-earnings ratio of 31.35, a PEG ratio of 2.21 and a beta of 1.10. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87.

Apple (NASDAQ:AAPL) last issued its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS 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 net margin of 27.04% and a return on equity of 159.94%. The firm’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.40 EPS. Equities research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

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

Analyst Ratings Changes

A number of brokerages have weighed in on AAPL. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a research note on Wednesday, March 4th. DA Davidson restated a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, January 30th. Citigroup reaffirmed a “buy” rating and set a $315.00 price target (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Finally, Maxim Group raised Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $297.58.

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.