KFA Private Wealth Group LLC Sells 2,682 Shares of Apple Inc. $AAPL

Posted by ABMN Staff on Jul 2nd, 2026

KFA Private Wealth Group LLC lessened its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 11.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,625 shares of the iPhone maker’s stock after selling 2,682 shares during the quarter. Apple comprises 1.3% of KFA Private Wealth Group LLC’s portfolio, making the stock its 17th biggest holding. KFA Private Wealth Group LLC’s holdings in Apple were worth $5,235,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. First National Bank of Hutchinson raised its holdings in Apple by 24.6% during the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock valued at $8,845,000 after buying an additional 6,982 shares during the period. Eagle Capital Management LLC increased its position in Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after acquiring an additional 272 shares during the last quarter. Brighton Jones LLC increased its position in Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after acquiring an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after acquiring an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE raised its stake in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock valued at $12,587,000 after acquiring an additional 1,155 shares during the period. Institutional investors own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: UBS said iPhone demand is improving in key markets, though it does not appear to be driven by Apple Intelligence. Apple’s (AAPL) iPhone Demand Is Improving, But AI Isn’t The Reason Why
Positive Sentiment: Several articles highlighted Apple as a favored large-cap name, with bullish pieces citing seasonal strength, Warren Buffett-style appeal, and strong long-term fundamentals. This Stock is My Biggest Bet For July
Neutral Sentiment: Apple’s AI expansion remains a focus, with reports saying the company is weaving AI deeper into services and hardware, but competition from Alphabet and Microsoft keeps expectations in check. Apple’s AI Expansion Aims to Boost Services Momentum: What’s Ahead?
Negative Sentiment: Apple is dealing with a reported memory-chip crunch that has already forced price increases on some products, which could pressure margins and demand if costs stay elevated. Apple negotiates with blacklisted Chinese chipmakers amid AI-driven memory crunch
Negative Sentiment: Supply-chain and cybersecurity concerns also weighed on sentiment after reports of a Tata Electronics breach exposed confidential iPhone 18 Pro-related information. Apple’s China Memory Push Could Be a Win for AAPL Stock
Negative Sentiment: Regulatory pressure remains a risk, with Russia warning of a possible fine and the U.K. CMA targeting Apple’s App Store payment rules, which could eventually hit services revenue. Russia warns Apple of $52 million fine over alleged bias against local apps

Apple Stock Up 1.7%

Shares of NASDAQ AAPL opened at $294.38 on Thursday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The firm has a market capitalization of $4.32 trillion, a price-to-earnings ratio of 35.60, a PEG ratio of 2.52 and a beta of 1.10. The stock has a 50 day moving average price of $293.69 and a 200 day moving average price of $273.39. Apple Inc. has a 52-week low of $201.50 and a 52-week high of $317.40.

Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion for 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%.Apple’s revenue was up 16.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.65 earnings per share. Sell-side analysts expect that Apple Inc. will post 8.74 earnings per share for the current year.

Apple Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were paid a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. Apple’s payout ratio is currently 13.06%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Barclays reaffirmed an “underweight” rating on shares of Apple in a research note on Tuesday, June 9th. Oppenheimer reissued a “market perform” rating on shares of Apple in a research note on Tuesday, June 9th. Morgan Stanley restated an “overweight” rating on shares of Apple in a research report on Friday, June 26th. Bank of America reiterated a “buy” rating and issued a $380.00 price target on shares of Apple in a report on Thursday, June 18th. Finally, Tigress Financial reissued a “strong-buy” rating and set a $375.00 price target (up from $305.00) on shares of Apple in a research note on Thursday, May 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $314.85.

Read Our Latest Analysis on AAPL

Insider Activity

In other news, CFO Kevan Parekh sold 1,534 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This represents a 10.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Ben Borders sold 1,274 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $290.00, for a total transaction of $369,460.00. Following the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 2,924 shares of company stock worth $825,546. 0.06% of the stock is owned by company insiders.

Apple Profile

(Free Report)

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.