Dynamic Advisor Solutions LLC Has $101.50 Million Position in Apple Inc. $AAPL

Dynamic Advisor Solutions LLC decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 15.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 384,747 shares of the iPhone maker’s stock after selling 68,473 shares during the quarter. Apple makes up approximately 3.3% of Dynamic Advisor Solutions LLC’s portfolio, making the stock its biggest position. Dynamic Advisor Solutions LLC’s holdings in Apple were worth $101,503,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sellwood Investment Partners LLC increased its stake in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after buying an additional 180 shares during the period. LSV Asset Management acquired a new stake in Apple during the 4th quarter worth approximately $65,000. HFM Investment Advisors LLC bought a new stake in Apple during the 1st quarter worth approximately $99,000. Finally, Miller Global Investments LLC acquired a new position in Apple in the 4th quarter valued at approximately $127,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. KGI Securities raised shares of Apple to an “outperform” rating and set a $306.00 price target for the company in a research note on Friday, January 30th. Rosenblatt Securities increased their price objective on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a report on Thursday, March 5th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a research report on Monday, March 2nd. DA Davidson reaffirmed a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, January 30th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Apple 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 issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Apple has an average rating of “Moderate Buy” and an average price target of $297.58.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a ‘significant’ product launch year ahead of WWDC
• Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
• Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
• Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple’s Services: What’s Ahead?
• Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
• Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
• Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
• Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
• Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates

Apple Trading Down 1.6%

AAPL opened at $248.80 on Friday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a fifty day moving average of $260.24 and a 200-day moving average of $262.67. The stock has a market cap of $3.65 trillion, a PE ratio of 31.45, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10. 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 (NASDAQ:AAPL) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The business 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%. Apple’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.40 earnings per share. On average, sell-side analysts predict that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

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

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.