Consilium Wealth Advisory LLC Has $19.64 Million Stake in Apple Inc. $AAPL

Posted by ABMN Staff on Jul 1st, 2026

Consilium Wealth Advisory LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 11.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 77,394 shares of the iPhone maker’s stock after purchasing an additional 8,005 shares during the quarter. Apple comprises 6.7% of Consilium Wealth Advisory LLC’s investment portfolio, making the stock its 3rd biggest holding. Consilium Wealth Advisory LLC’s holdings in Apple were worth $19,642,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Centennial Wealth Advisory LLC increased its stake in Apple by 4.4% during the 1st quarter. Centennial Wealth Advisory LLC now owns 35,230 shares of the iPhone maker’s stock valued at $8,941,000 after purchasing an additional 1,470 shares in the last quarter. Keudell Morrison Wealth Management lifted its holdings in shares of Apple by 1.8% during the first quarter. Keudell Morrison Wealth Management now owns 66,743 shares of the iPhone maker’s stock valued at $16,939,000 after purchasing an additional 1,168 shares in the last quarter. Weaver Capital Management LLC boosted its position in shares of Apple by 3.5% during the first quarter. Weaver Capital Management LLC now owns 39,390 shares of the iPhone maker’s stock valued at $9,997,000 after buying an additional 1,326 shares during the last quarter. Brave Asset Management Inc. increased its holdings in Apple by 0.4% in the 1st quarter. Brave Asset Management Inc. now owns 87,041 shares of the iPhone maker’s stock worth $22,090,000 after buying an additional 351 shares in the last quarter. Finally, Community Bank of Raymore increased its holdings in Apple by 2.1% in the 1st quarter. Community Bank of Raymore now owns 17,227 shares of the iPhone maker’s stock worth $4,372,000 after buying an additional 354 shares in the last quarter. 67.73% of the stock is owned by institutional investors.

Apple Stock Up 2.7%

AAPL stock opened at $289.36 on Wednesday. The business’s 50-day moving average price is $293.26 and its 200-day moving average price is $273.27. The stock has a market cap of $4.25 trillion, a P/E ratio of 34.99, a PEG ratio of 2.45 and a beta of 1.09. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. Apple Inc. has a twelve month low of $201.50 and a twelve month high of $317.40.

Apple (NASDAQ:AAPL – Get Free Report) last released 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. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter last year, the business earned $1.65 EPS. The firm’s revenue was up 16.6% compared to the same quarter last year. On average, equities research analysts forecast that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were paid a dividend of $0.27 per share. This is a boost 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 0.4%. Apple’s dividend payout ratio is 13.06%.

Wall Street Analyst Weigh In

AAPL has been the topic of several research analyst reports. Evercore restated an “outperform” rating on shares of Apple in a research note on Monday, June 8th. Barclays restated an “underweight” rating on shares of Apple in a report on Tuesday, June 9th. Morgan Stanley reiterated an “overweight” rating on shares of Apple in a research note on Friday. Rosenblatt Securities reissued a “neutral” rating and set a $276.00 price target on shares of Apple in a report on Tuesday, June 9th. Finally, Sanford C. Bernstein restated 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-two have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $314.85.

Get Our Latest Analysis on AAPL

Insiders Place Their Bets

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the company’s 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 in the company, valued at $3,675,650. This represents a 10.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Deirdre O’brien sold 30,002 shares of the stock in a transaction that occurred 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 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 ownership of the stock. 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 a total of 97,875 shares of company stock valued at $24,998,541 in the last 90 days. 0.06% of the stock is currently owned by company insiders.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

Positive Sentiment: The U.S. Supreme Court agreed to hear Apple’s appeal in its Epic Games fight, giving Apple a chance to overturn a contempt ruling tied to App Store payment rules. That reduces, for now, some legal overhang on the stock. US Supreme Court to hear Apple appeal of contempt in Epic Games lawsuit
Positive Sentiment: Wall Street support for Apple’s AI strategy has improved after reports that its AI overhaul and updated Siri architecture could strengthen the ecosystem and support future hardware upgrades. Why Apple’s WWDC 2026 shows a material positive reset of criticized AI strategy?
Positive Sentiment: Some analysts say Apple’s recent pullback and seasonal July trends could make the stock attractive again for investors looking for a rebound. Why you need to buy Apple stock in July
Neutral Sentiment: Apple is reportedly lobbying for approval to buy memory chips from China’s CXMT to ease supply pressure, which could help costs, but it also highlights the depth of the current chip shortage and geopolitical risk. Apple (AAPL) Seeks Blacklisted China Chip Approval As Supplier Breach Raises Risk
Neutral Sentiment: Reports that Apple raised prices on Macs, iPads and other products due to higher memory costs are a mixed signal: better pricing power, but also margin pressure from AI-driven component inflation. Apple Is Raising Prices Due to Higher Memory Costs. Is the Stock in Trouble?
Neutral Sentiment: Britain’s regulator is proposing changes that would let app developers steer users to alternative payments outside Apple’s App Store, which could pressure fees if adopted. Apple and Google Urged to Offer Alternative UK Payment Paths
Negative Sentiment: A new dark-web data leak involving Tata Electronics reportedly exposed iPhone 18 Pro supplier details and prototype information, renewing investor concerns about Apple’s supply chain security and future product secrecy. Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak
Negative Sentiment: Apple also faces added antitrust pressure in the U.K. and India, keeping App Store fees and regulatory scrutiny in focus for investors. UK targets Apple, Google app store fees for developers

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.