Aprio Wealth Management LLC Has $25.94 Million Stock Holdings in Apple Inc. $AAPL

Aprio Wealth Management LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 32.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 95,420 shares of the iPhone maker’s stock after purchasing an additional 23,112 shares during the period. Apple makes up about 1.6% of Aprio Wealth Management LLC’s holdings, making the stock its 15th biggest position. Aprio Wealth Management LLC’s holdings in Apple were worth $25,941,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Overbrook Management Corp boosted its stake in Apple by 57.4% during the 4th quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker’s stock valued at $28,449,000 after purchasing an additional 38,174 shares during the period. Citizens Financial Group Inc. RI boosted its stake in Apple by 48.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker’s stock valued at $363,256,000 after purchasing an additional 465,393 shares during the period. Tufton Capital Management boosted its stake in Apple by 4.3% during the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker’s stock valued at $25,496,000 after purchasing an additional 4,157 shares during the period. KBC Group NV boosted its stake in Apple by 3.1% during the 4th quarter. KBC Group NV now owns 7,044,697 shares of the iPhone maker’s stock valued at $1,915,172,000 after purchasing an additional 214,215 shares during the period. Finally, Montis Financial LLC boosted its stake in Apple by 15.8% during the 3rd quarter. Montis Financial LLC now owns 77,919 shares of the iPhone maker’s stock valued at $19,841,000 after purchasing an additional 10,640 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Apple

In other news, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the transaction, the senior vice president directly owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. The trade was a 10.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 97,759 shares of company stock worth $24,964,305. Insiders own 0.06% of the company’s stock.

Apple Trading Up 0.8%

Apple stock opened at $310.85 on Thursday. The business has a 50 day moving average price of $273.03 and a two-hundred day moving average price of $269.45. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The stock has a market cap of $4.57 trillion, a price-to-earnings ratio of 37.59, a price-to-earnings-growth ratio of 2.68 and a beta of 1.06. Apple Inc. has a 12 month low of $195.07 and a 12 month high of $313.26.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating the consensus estimate of $1.95 by $0.06. The firm had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.65 EPS. As a group, equities analysts forecast that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were issued a $0.27 dividend. This is a positive change from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s payout ratio is currently 13.06%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target on Apple to $380, saying AI features and a redesigned Siri could drive substantial incremental revenue over the next few years. Article Title
• Positive Sentiment: Melius Research also boosted its outlook ahead of WWDC 2026, saying Apple could finally show “real AI sizzle,” which has helped fuel expectations for a stronger product cycle. Article Title
• Positive Sentiment: Multiple pieces highlight Apple’s recent stock strength, including new record highs and growing optimism that the company’s Services business and ecosystem remain resilient even as iPhone growth slows. Article Title
• Neutral Sentiment: News that Android smartphone makers may be hit harder than Apple by AI memory shortages could be relatively supportive for AAPL by comparison, but it is more of an industry backdrop than a direct catalyst. Article Title
• Neutral Sentiment: Several articles point to Apple trading near all-time highs and approaching a $5 trillion valuation, reinforcing bullish momentum, though these are mostly commentary rather than fresh company-specific developments. Article Title
• Negative Sentiment: Some investors remain cautious because iPhone shipment momentum is softening and Apple’s next major growth driver still needs to be proven at WWDC, which leaves room for disappointment if AI announcements underwhelm. Article Title
• Negative Sentiment: One Reuters item notes Apple and Google are pushing back against Canada’s online safety bill over encryption concerns, a regulatory issue that could create future headline risk. Article Title

Analyst Upgrades and Downgrades

AAPL has been the subject of several recent analyst reports. BNP Paribas Exane upgraded Apple from a “neutral” rating to an “outperform” rating and set a $300.00 target price for the company in a research note on Friday, April 17th. Robert W. Baird set a $310.00 target price on Apple in a research note on Friday, May 1st. Phillip Securities upgraded Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. TD Cowen restated a “buy” rating and set a $335.00 target price (up from $325.00) on shares of Apple in a research note on Friday, May 1st. Finally, KeyCorp restated a “sector weight” rating on shares of Apple in a research note on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $310.31.

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.