Abound Wealth Management Boosts Stock Holdings in Apple Inc. $AAPL

Abound Wealth Management raised its stake in Apple Inc. (NASDAQ:AAPL) by 8.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 42,326 shares of the iPhone maker’s stock after purchasing an additional 3,386 shares during the quarter. Apple comprises approximately 2.7% of Abound Wealth Management’s holdings, making the stock its 11th biggest holding. Abound Wealth Management’s holdings in Apple were worth $11,507,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Sellwood Investment Partners LLC grew its position in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC raised its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management acquired a new position in shares of Apple in the 4th quarter valued at about $65,000. HFM Investment Advisors LLC acquired a new position in shares of Apple in the 1st quarter valued at about $99,000. Finally, Miller Global Investments LLC purchased a new stake in shares of Apple during the 4th quarter worth about $127,000. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Evercore reiterated an Outperform and kept a $330 price target, citing strong momentum in Apple’s services monetization that could accelerate revenue growth. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
• Positive Sentiment: Wedbush reiterated Outperform with a $350 target and flagged WWDC / a possible foldable iPhone as a near-term catalyst that could re‑ignite device momentum. Wedbush Reiterates Outperform on Apple Inc. (AAPL) Amid Anticipation of Foldable iPhone
• Positive Sentiment: Large hedge-fund interest: D. E. Shaw holds a multibillion-dollar stake (listed among its top picks), signaling institutional confidence. D. E. Shaw Stock Portfolio: Top 5 Stocks to Buy
• Positive Sentiment: Warren Buffett publicly said he “sold Apple too soon” and would consider buying more at the right price — a credibility boost for long-term investors. Warren Buffett says he sold Apple too soon and would buy more of it, though not in this market
• Positive Sentiment: Product/AI upgrade: Reuters/Bloomberg reports Apple is testing a Siri feature that can handle multiple commands in one prompt — a visible AI catch-up move investors like. Apple tests Siri feature that handles multiple commands at once, Bloomberg News reports
• Positive Sentiment: Fundamentals: reports say iPhone demand remains resilient in China, helping offset weakness at some Android rivals and supporting device revenue outlooks. iPhone Demand Holds Strong in China Despite Market Slump
• Neutral Sentiment: Services integrations continue (Bandsintown added concert listings to Apple Music with iOS 26.4), which is constructive for engagement but a slow revenue play. BANDSINTOWN POWERS CONCERT LISTINGS ON APPLE MUSIC WITH THE RELEASE OF IOS 26.4
• Neutral Sentiment: Some analysts flag a recent pullback/valuation reset and tariff concerns — a reminder upside may depend on execution (services + new devices) rather than easy valuation re-rating. Assessing Apple (AAPL) Valuation After Recent Share Price Pullback And Tariff Concerns
• Negative Sentiment: Apple has stepped up App Store enforcement against “vibe‑coding” AI apps; critics say this risks alienating developers and slows AI ecosystem momentum. Apple Cracks Down on Vibe Coding Services in App Store
• Negative Sentiment: Regulatory & geopolitical noise: a UK fine for sanctions breaches at a European unit and inclusion on an Iran “retaliation” list highlight legal/security risks that can pressure shares. Apple subsidiary fined for breaching Russian sanctions Palantir, Tesla, Apple Top Iran Retaliation List

Apple Price Performance

AAPL opened at $253.79 on Wednesday. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The firm has a market cap of $3.73 trillion, a price-to-earnings ratio of 32.08, a PEG ratio of 2.34 and a beta of 1.10. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The company has a fifty day simple moving average of $260.20 and a 200 day simple moving average of $263.18.

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 Dividend Announcement

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%.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of research analyst reports. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. UBS Group reiterated a “neutral” rating on shares of Apple in a research note on Wednesday, March 4th. Monness Crespi & Hardt increased their price objective on shares of Apple from $300.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research note on Monday, March 2nd. Finally, Citigroup restated a “buy” rating and set a $315.00 target price (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Apple currently has an average rating of “Moderate Buy” and a consensus target price of $297.58.

Apple Company 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.