Apple Inc. $AAPL is Exencial Wealth Advisors LLC’s Largest Position

Posted by ABMN Staff on Feb 6th, 2026

Exencial Wealth Advisors LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 474,418 shares of the iPhone maker’s stock after selling 5,909 shares during the period. Apple makes up approximately 3.9% of Exencial Wealth Advisors LLC’s holdings, making the stock its largest holding. Exencial Wealth Advisors LLC’s holdings in Apple were worth $120,801,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. Capstone Wealth Management LLC raised its holdings in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the period. Baker Boyer National Bank grew its position in Apple by 0.3% in the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after acquiring an additional 47 shares during the last quarter. Beddow Capital Management Inc. increased its stake in Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock worth $533,000 after purchasing an additional 47 shares during the period. Uncommon Cents Investing LLC increased its stake in Apple by 0.4% in the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker’s stock worth $2,701,000 after purchasing an additional 47 shares during the period. Finally, Vermillion Wealth Management Inc. lifted its position in shares of Apple by 0.5% during the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker’s stock worth $2,456,000 after purchasing an additional 47 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors.

Apple Trading Down 0.2%

NASDAQ:AAPL opened at $275.91 on Friday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The firm has a 50 day moving average of $268.06 and a 200 day moving average of $253.17. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $4.05 trillion, a price-to-earnings ratio of 34.88, a PEG ratio of 2.47 and a beta of 1.09.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.17. The company had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.40 EPS. As a group, sell-side analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Monday, February 9th will be paid a dividend of $0.26 per share. The ex-dividend date is Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio is presently 13.15%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: Q1 earnings beat and record iPhone quarter — revenue of ~$143.8B and an all‑time high iPhone quarter (strong China growth) give investors a clear fundamental reason to buy. Apple Stock (AAPL) Opinions on Q1 Earnings Report
Positive Sentiment: Apple seen as a “surprise winner” amid a $1.2T tech selloff — investors are rewarding Apple’s more measured spending and durable consumer demand, helping it outperform other AI‑heavy names. How Apple’s stock has become a surprise winner during the $1.2 trillion tech wipeout
Positive Sentiment: Analyst bullishness and high price targets — firms including Evercore and Wedbush have reiterated Outperform/upside targets (some well above current levels), supporting positive sentiment among growth investors. Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target
Positive Sentiment: EU regulatory relief — the European Commission signaled Apple Ads and Apple Maps shouldn’t be designated under the Digital Markets Act, reducing potential near‑term regulatory risk in Europe. Apple Ads and Apple Maps should not be designated under Digital Markets Act, says EU
Neutral Sentiment: Tim Cook to lobby on immigration — Cook’s public commitment on immigration policy is positive for corporate responsibility and talent retention but has limited direct impact on near‑term revenue. Apple’s Cook vows to lobby lawmakers on immigration issue
Neutral Sentiment: Ongoing AI debate and partnership opacity — coverage notes Apple’s measured AI approach and limited public detail on deals (e.g., Apple/Google Siri arrangement), leaving investors split on how quickly Apple can monetize AI. Alphabet won’t talk about the Google-Apple AI deal, even to investors
Negative Sentiment: Insider selling and congressional trading activity — recent disclosures show significant insider sales (and mixed congressional activity), which some investors view as a cautionary signal on near‑term positioning. Apple Stock (AAPL) Opinions on Q1 Earnings Report (insider section)
Negative Sentiment: Bear-case and valuation critiques — several note stretched P/E and downgrade-to‑hold views, arguing some upside is priced in and cautioning on sustainability of high growth rates. Apple Inc. (AAPL): A bear case theory

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. DA Davidson restated a “neutral” rating and issued a $270.00 price target on shares of Apple in a report on Friday, January 30th. Loop Capital reissued a “buy” rating and issued a $325.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. raised their target price on shares of Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research note on Sunday, February 1st. Finally, KGI Securities upgraded Apple to an “outperform” rating and set a $306.00 price target for the company in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $291.70.

View Our Latest Research Report on Apple

Apple Company 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.