Evolution Wealth Advisors LLC Has $255.10 Million Stock Holdings in Apple Inc. $AAPL

Evolution Wealth Advisors LLC raised its holdings in Apple Inc. (NASDAQ:AAPL) by 1,794.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 938,352 shares of the iPhone maker’s stock after buying an additional 888,828 shares during the period. Apple accounts for about 25.7% of Evolution Wealth Advisors LLC’s portfolio, making the stock its largest holding. Evolution Wealth Advisors LLC’s holdings in Apple were worth $255,100,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. First National Bank of Hutchinson boosted its position in Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC increased its position in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock worth $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC increased its position in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock worth $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock worth $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE raised its stake in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after purchasing an additional 1,155 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on AAPL shares. Stephens set a $315.00 target price on shares of Apple in a research note on Monday, January 26th. Bank of America dropped their price target on shares of Apple from $325.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday, March 23rd. Scotiabank set a $330.00 price target on shares of Apple in a research note on Monday, February 2nd. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Monday, March 2nd. Finally, Jefferies Financial Group set a $330.00 price objective on shares of Apple in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $297.58.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple expanded its U.S. Manufacturing Program with a $400M investment through 2030 to bolster domestic production of critical components — a move that should help supply resilience and long‑term margins. Apple Inc. (AAPL) Expands U.S. Manufacturing Program with $400M Investment
• Positive Sentiment: Wedbush reiterated an Outperform rating and flagged a potential foldable iPhone and WWDC roadmap as major upside catalysts that could reignite product cycles. Wedbush Reiterates Outperform on Apple Inc. (AAPL)
• Positive Sentiment: Analysts point to accelerating services monetization (higher‑margin recurring revenue) and Siri/AI feature tests (multi‑request Siri) as supporting revenue diversification beyond the iPhone. Apple Inc. (AAPL) Focused on Service Monetization to Accelerate Revenue Growth
• Neutral Sentiment: Apple’s 50th anniversary generated broad retrospectives on its franchise and strategy; such coverage supports brand strength but raises scrutiny on AI execution and succession planning. Apple’s 50-year journey from garage to tech titan
• Neutral Sentiment: Apple released a firmware update for AirTag 2 (3.0.45) — routine product maintenance that matters for customer trust but has limited direct impact on revenue. Apple just changed AirTag 2’s anti-stalking feature – 9to5Mac
• Neutral Sentiment: D. E. Shaw trimmed its AAPL holding — a portfolio move that may reflect rebalancing rather than fundamental conviction change. Apple Inc. (AAPL): D. E. Shaw Trims Holding
• Negative Sentiment: Iran’s IRGC publicly threatened U.S. tech firms, including Apple — geopolitical risk can pressure shares via supply‑chain, regional operations or investor risk premia. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: A final court ruling upheld Xiao‑I Corp patents in a dispute with Apple — adverse IP decisions can lead to damages, licensing costs or operational restrictions in key markets. Xiao-I Corp. Wins Final Supreme Court Ruling Upholding Patents in Apple Dispute
• Negative Sentiment: Apple’s fitness chief is retiring amid harassment allegations — a reputational and leadership headwind for the services/wearables business. Apple’s Fitness Chief, Who Was Accused of Harassment, Is Retiring

Apple Price Performance

NASDAQ:AAPL opened at $255.63 on Thursday. The company has a market cap of $3.75 trillion, a P/E ratio of 32.32, a P/E/G ratio of 2.41 and a beta of 1.11. The firm’s fifty day moving average price is $260.36 and its two-hundred day moving average price is $263.13. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to analysts’ expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. Apple’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter last year, the company posted $2.40 EPS. Equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

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.