Apple Inc. $AAPL Shares Sold by Aegis Wealth Management LLC

Aegis Wealth Management LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL) by 21.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,454 shares of the iPhone maker’s stock after selling 3,221 shares during the period. Apple makes up approximately 1.8% of Aegis Wealth Management LLC’s portfolio, making the stock its 17th largest position. Aegis Wealth Management LLC’s holdings in Apple were worth $3,114,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its position in Apple by 0.4% in the first quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker’s stock valued at $311,157,662,000 after buying an additional 5,005,297 shares during the last quarter. State Street Corp grew its stake in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock valued at $123,358,461,000 after buying an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock valued at $72,506,336,000 after buying an additional 4,942,638 shares in the last quarter. Norges Bank acquired a new stake in shares of Apple in the second quarter valued at $38,942,255,000. Finally, Northern Trust Corp grew its stake in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker’s stock valued at $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of the business’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O’brien sold 30,002 shares of the firm’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the sale, the senior vice president owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company’s stock.

Apple Stock Performance

Shares of Apple stock opened at $253.50 on Wednesday. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company has a market cap of $3.72 trillion, a PE ratio of 32.05, a P/E/G ratio of 2.42 and a beta of 1.11. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The business has a 50-day simple moving average of $260.64 and a 200-day simple moving average of $263.76.

Apple (NASDAQ:AAPL) last announced 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same period in the previous year, the company posted $2.40 earnings per share. The business’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 fiscal year.

Apple Announces Dividend

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

Wall Street Analysts Forecast Growth

AAPL has been the subject of a number of research reports. Scotiabank set a $330.00 price objective on Apple in a research note on Monday, February 2nd. Rosenblatt Securities lifted their price objective on Apple from $267.00 to $268.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research note on Monday, December 29th. Wedbush reiterated an “outperform” rating and set a $350.00 target price on shares of Apple in a report on Friday, March 27th. Finally, JPMorgan Chase & Co. increased their target price on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $301.23.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple joined Anthropic, Microsoft, Amazon and Nvidia in Project Glasswing, a security-focused AI collaboration—this underscores Apple’s participation in enterprise-grade AI/security initiatives and supports its strategy of privacy-integrated AI features. Anthropic Teams With Apple, Microsoft And Nvidia To Test Latest Cybersecurity Tech
• Positive Sentiment: Supply-chain evidence of an AI/hardware cycle is benefiting Apple’s ecosystem: Foxconn’s strong revenue tied to AI demand and reports of elevated Mac Mini orders for on-device AI support point to durable hardware demand beyond any single product. Foxconn Revenue Surges 30% Thanks To AI Boom
• Positive Sentiment: Apple’s MacBook Neo and continued strength in iPhone 17/Mac Mini sales provide alternative growth levers (ecosystem expansion, cheaper device top-of-funnel and high‑margin services), which help cushion the stock against hardware-specific setbacks. Apple’s stock could surge 20%, and the MacBook Neo could be a key catalyst
• Positive Sentiment: Wall Street checks (KeyBanc, Evercore/others) note improving demand signals heading into earnings, which supports the view that near-term headline risk may be temporary versus structural revenue weakness. Is Apple Stock (AAPL) a Buy Ahead of Earnings as Demand Picks Up? KeyBanc Weighs In
• Neutral Sentiment: Bloomberg/TechCrunch reported the foldable iPhone is still targeted for a September launch—this counter-report helped intraday recovery and highlights mixed sourcing; investors must weigh Nikkei’s earlier claims vs. Bloomberg’s. Apple’s foldable iPhone is on track to launch in September, report says
• Neutral Sentiment: Apple filed to seek Supreme Court review in its long-running App Store dispute with Epic—potentially a material legal outcome over time, but an uncertain and prolonged process. Apple plans Supreme Court appeal in Epic Games App Store battle — again
• Negative Sentiment: Multiple outlets (Nikkei, Reuters, Nikkei-sourced stories) reported engineering snags in the foldable iPhone’s testing—hinge and screen durability issues that could push shipments back months. That narrative is the primary near-term reason shares are lower as it threatens a major hardware catalyst. Apple’s foldable iPhone encounters engineering snags, faces potential shipment delays
• Negative Sentiment: China’s Supreme People’s Court upheld key AI patents for Xiao‑I in a dispute with Apple—this raises regulatory and IP risk in a critical market and has already moved investor attention to potential costs or feature limitations in China. Xiao-I (AIXI) Stock Explodes Over 500% Following Major Chinese Supreme Court Victory Against Apple
• Negative Sentiment: App Store growth has slowed (UBS flagged March quarter trends), and any sustained services cooling would pressure valuation since services underpin Apple’s margin resilience. Apple Holds Steady: UBS Keeps Neutral Rating as App Store Growth Slows to 7% in March Quarter

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.