Apple Inc. $AAPL Stock Holdings Trimmed by Berkshire Hathaway Inc

Berkshire Hathaway Inc lowered its stake in shares of Apple Inc. (NASDAQ:AAPL) by 4.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 227,917,808 shares of the iPhone maker’s stock after selling 10,294,956 shares during the period. Apple makes up approximately 22.6% of Berkshire Hathaway Inc’s portfolio, making the stock its biggest holding. Berkshire Hathaway Inc owned approximately 1.55% of Apple worth $61,961,735,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of AAPL. Norges Bank purchased a new position in Apple during the fourth quarter worth approximately $52,266,468,000. Nuveen LLC purchased a new position in Apple during the first quarter worth approximately $17,472,482,000. Cardano Risk Management B.V. raised its stake in Apple by 890.7% during the fourth quarter. Cardano Risk Management B.V. now owns 41,984,810 shares of the iPhone maker’s stock worth $11,413,990,000 after purchasing an additional 37,746,784 shares during the period. Laurel Wealth Advisors LLC raised its stake in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after purchasing an additional 26,937,401 shares during the period. Finally, Vanguard Group Inc. raised its stake in Apple by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock worth $387,749,545,000 after purchasing an additional 26,856,752 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AAPL. Maxim Group reaffirmed a “buy” rating and set a $350.00 price target (up from $310.00) on shares of Apple in a research note on Tuesday, June 9th. Wells Fargo & Company reissued an “overweight” rating and issued a $310.00 target price (up from $300.00) on shares of Apple in a research note on Friday, May 1st. Needham & Company LLC reissued a “hold” rating on shares of Apple in a research note on Tuesday, June 9th. Robert W. Baird set a $310.00 target price on shares of Apple in a research note on Friday, May 1st. Finally, Evercore reissued an “outperform” rating on shares of Apple in a research note on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $314.59.

Apple Price Performance

AAPL opened at $295.95 on Thursday. The company has a fifty day simple moving average of $288.06 and a 200 day simple moving average of $272.66. The firm has a market cap of $4.35 trillion, a price-to-earnings ratio of 35.79, a PEG ratio of 2.61 and a beta of 1.09. Apple Inc. has a twelve month low of $195.07 and a twelve month high of $317.40. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business’s revenue was up 16.6% on a year-over-year basis. During the same period last year, the business earned $1.65 EPS. Equities research analysts expect that Apple Inc. will post 8.75 EPS for the current fiscal year.

Apple Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio (DPR) is 13.06%.

Insider Activity

In related news, 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 transaction of $7,661,010.70. Following the completion of the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the sale, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 97,875 shares of company stock valued at $24,998,541 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly preparing a second-generation iPhone Air for spring 2027, with upgrades including a second rear camera and better battery life, reinforcing the company’s longer-term product pipeline. Article Title
• Positive Sentiment: Several analysts reiterated bullish views after WWDC, arguing Apple’s AI strategy, ecosystem integration, and premium-services monetization could support further upside in AAPL. Article Title
• Positive Sentiment: One report said Apple is well positioned to navigate the AI memory crunch because it built up inventory, which could help protect margins versus rivals facing the same component shortage. Article Title
• Neutral Sentiment: Apple insider Ben Borders sold a small number of shares, but the filing says the sale was mainly to cover tax withholding tied to equity vesting, making it less concerning for investors. Article Title
• Negative Sentiment: CEO Tim Cook said price hikes across Apple’s lineup are “unavoidable” because AI-driven demand is pushing up memory and storage chip costs, raising concerns about margin pressure and possible consumer backlash. Article Title
• Negative Sentiment: Investors remain frustrated with Apple’s slower-than-expected AI rollout, and some coverage says the company still has to prove tangible progress after WWDC rather than just promise future updates. Article Title
• Negative Sentiment: Italy opened a Digital Markets Act probe into Apple’s cloud interoperability practices, adding a new regulatory overhang in Europe. Article Title

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.