Cedarwood Wealth LLC Invests $4.85 Million in Apple Inc. $AAPL

Cedarwood Wealth LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL) in the fourth quarter, Holdings Channel reports. The firm acquired 19,007 shares of the iPhone maker’s stock, valued at approximately $4,854,000. Apple makes up approximately 5.5% of Cedarwood Wealth LLC’s investment portfolio, making the stock its 3rd largest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Reyes Financial Architecture Inc. lifted its position in shares of Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock worth $2,520,000 after purchasing an additional 37 shares during the period. WESPAC Advisors LLC raised its stake in shares of Apple by 0.3% during the 4th quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock worth $3,351,000 after acquiring an additional 39 shares in the last quarter. Interactive Financial Advisors Inc. raised its stake in shares of Apple by 4.0% during the 4th quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock worth $286,000 after acquiring an additional 40 shares in the last quarter. Orion Investment Co lifted its position in Apple by 0.3% during the fourth quarter. Orion Investment Co now owns 14,354 shares of the iPhone maker’s stock valued at $3,902,000 after acquiring an additional 41 shares during the last quarter. Finally, Seven Springs Wealth Group LLC lifted its position in Apple by 0.3% during the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker’s stock valued at $3,934,000 after acquiring an additional 42 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America said Apple’s WWDC 2026 AI announcements were a “material positive reset,” citing a more capable Siri that can understand context, screen content, and execute actions across apps and devices. Apple’s WWDC 2026 AI strategy reset viewed positively by Bank of America
• Positive Sentiment: Analysts continue to point to Apple’s expanding enterprise footprint, AI push, and business tools as drivers that could support device shipments and sustained sales growth. Apple’s Expanding Enterprise Footprint to Boost Sales: What’s Ahead?
• Neutral Sentiment: Apple’s rumored chip partnership with Intel is being framed as a long-term domestic manufacturing catalyst, but it remains unconfirmed and more relevant to Intel’s rally than to Apple’s near-term fundamentals. Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry
• Neutral Sentiment: A recent congressional trading report noted activity in several Magnificent Seven names, including Apple, but the disclosure did not indicate a company-specific operational change. New Congressman Is Selling Stocks: Here’s The Six Magnificent Seven Names He Ditched
• Negative Sentiment: Tim Cook warned that Apple can no longer fully absorb rising memory chip costs, making product price hikes increasingly likely and raising margin concerns for investors. Tim Cook Warns Apple Product Price Hikes Are Unavoidable Due to Higher Chip Costs. What That Means for AAPL Stock.
• Negative Sentiment: KGI Securities downgraded Apple to Neutral, saying the stock’s recent rally leaves limited upside from current levels. Apple stock hit with major Wall Street downgrade

Apple Price Performance

Shares of AAPL opened at $297.01 on Tuesday. The business’s 50-day moving average is $290.46 and its two-hundred day moving average is $272.98. The company has a market capitalization of $4.36 trillion, a P/E ratio of 35.91, a P/E/G ratio of 2.59 and a beta of 1.09. Apple Inc. has a fifty-two week low of $198.96 and a fifty-two week high of $317.40. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07.

Apple (NASDAQ:AAPL) last issued its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The company’s revenue was up 16.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.65 earnings per share. Research analysts predict that Apple Inc. will post 8.75 earnings per share for the current year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend 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 is 13.06%.

Insider Activity

In related news, insider Ben Borders sold 1,274 shares of the stock in a transaction 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 sale, the insider directly owned 38,713 shares of the company’s stock, valued at approximately $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 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 transaction of $7,661,010.70. Following 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 position. 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 sold 97,875 shares of company stock valued at $24,998,541 in the last quarter. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on AAPL. KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a report on Tuesday, June 9th. Bank of America reiterated a “buy” rating and set a $380.00 price objective on shares of Apple in a report on Thursday, June 18th. Barclays reissued an “underweight” rating on shares of Apple in a research report on Tuesday, June 9th. Evercore restated an “outperform” rating on shares of Apple in a research note on Monday, June 8th. Finally, DA Davidson reaffirmed a “neutral” rating and set a $270.00 target price on shares of Apple in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and a consensus price target of $314.85.

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.