Caldwell Trust Co Buys 2,154 Shares of Apple Inc. $AAPL

Posted by ABMN Staff on Jul 7th, 2026

Caldwell Trust Co lifted its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.9% during the 1st quarter, Holdings Channel reports. The firm owned 251,215 shares of the iPhone maker’s stock after acquiring an additional 2,154 shares during the period. Apple makes up 5.7% of Caldwell Trust Co’s holdings, making the stock its biggest holding. Caldwell Trust Co’s holdings in Apple were worth $63,756,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in AAPL. Isthmus Partners LLC grew its position in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock worth $25,000 after buying an additional 5,808 shares during the period. Lifetime Wealth Management P.C. acquired a new stake in shares of Apple in the 4th quarter valued at approximately $41,000. ROSS JOHNSON & Associates LLC boosted its stake in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new position in Apple during the 4th quarter worth approximately $65,000. Finally, Timmons Wealth Management LLC bought a new position in Apple during the 4th quarter worth approximately $69,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Apple Price Performance

NASDAQ AAPL opened at $312.66 on Tuesday. The business has a 50 day simple moving average of $295.25 and a 200 day simple moving average of $273.84. Apple Inc. has a 52-week low of $201.50 and a 52-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. The stock has a market cap of $4.59 trillion, a price-to-earnings ratio of 37.81, a PEG ratio of 2.68 and a beta of 1.10.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. During the same period last year, the company posted $1.65 EPS. The business’s quarterly revenue was up 16.6% on a year-over-year basis. Analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

The business also recently disclosed 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. The ex-dividend date was Monday, May 11th. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is 13.06%.

Wall Street Analyst Weigh In

Several brokerages have commented on AAPL. Monness Crespi & Hardt upped their target price on shares of Apple from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Friday, May 1st. UBS Group reissued a “buy” rating on shares of Apple in a research report on Tuesday, June 9th. BNP Paribas Exane raised shares of Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price target for the company in a report on Friday, April 17th. Robert W. Baird set a $310.00 price objective on shares of Apple in a research report on Friday, May 1st. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Apple in a research note on Tuesday, June 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $314.85.

Read Our Latest Analysis on Apple

Insiders Place Their Bets

In related news, CFO Kevan Parekh sold 1,534 shares of the company’s stock in a transaction 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 transaction, the chief financial officer directly 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 116 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider owned 38,713 shares of the company’s stock, valued at approximately $11,425,754.82. This trade represents a 0.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 2,924 shares of company stock worth $825,546. 0.06% of the stock is currently owned by company insiders.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple extended its long-running Broadcom chip partnership through 2031, supporting its custom AI chip and device roadmap and reinforcing supply-chain stability for future products. Broadcom, Apple extend chip supply deal through 2031
Positive Sentiment: Reports that Apple is planning a first foldable iPhone and an “Ultra” tier have added fresh growth catalysts, with analysts arguing the premium devices could drive upgrades and pricing power. Is Apple (AAPL) Already Priced In Following Its Broadcom Deal And New iPhone Plans?
Positive Sentiment: Commentary around a high-priced foldable iPhone suggests demand could be strong despite the steep tag, which supports bullish expectations for Apple’s premium product mix. Apple’s $2,500 foldable iPhone could sell out instantly
Neutral Sentiment: Some analysts warn the first foldable iPhone may face limited supply and launch delays, which could temper near-term enthusiasm even if long-term demand remains intact. AAPL Stock Dips Premarket: Analyst Warns Foldable iPhone Supply Issues Could Blow September Launch Window
Negative Sentiment: There is also skepticism that the foldable iPhone alone can reignite Apple’s growth rate, suggesting investors may be debating whether the recent rally has already priced in the upside. Apple Plans Major Updates to iPad Pro and MacBook Pro for 2027. It’s Not Enough to Reignite Growth.

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.