Apple Inc. $AAPL Stock Position Trimmed by WestHill Financial Advisors Inc.

WestHill Financial Advisors Inc. trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 4.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 41,971 shares of the iPhone maker’s stock after selling 2,156 shares during the period. Apple comprises 2.1% of WestHill Financial Advisors Inc.’s investment portfolio, making the stock its 10th biggest holding. WestHill Financial Advisors Inc.’s holdings in Apple were worth $10,687,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock valued at $290,506,933,000 after purchasing an additional 15,141,995 shares in the last quarter. State Street Corp boosted its holdings in Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after buying an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC grew its position in Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after buying an additional 4,942,638 shares during the period. Kingstone Capital Partners Texas LLC grew its position in Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after buying an additional 205,656,808 shares during the period. Finally, Norges Bank purchased a new position in Apple in the second quarter valued at about $38,942,255,000. 67.73% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 129,963 shares of the firm’s stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the sale, the chief executive officer owned 3,280,295 shares in the company, valued at $842,412,558.95. This trade represents a 3.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Deirdre O’brien sold 43,013 shares of the company’s stock in a transaction on Thursday, October 2nd. The shares were sold at an average price of $257.39, for a total value of $11,071,116.07. Following the completion of the transaction, the senior vice president owned 136,687 shares of the company’s stock, valued at $35,181,866.93. The trade was a 23.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 228,052 shares of company stock worth $58,604,588 in the last three months. 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: Analysts and market writers list Apple among the top stocks to start 2026 due to its strong core business and growing AI positioning — MarketBeat highlights steady upgrades, price-target raises and a potential ~25% upside/new all-time high. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: End-of-year performance data shows Apple closing 2025 with steady gains (Finbold notes a ~12.1% YTD return), supporting momentum and investor confidence in the company’s revenue/earnings durability. $1,000 invested in Apple stock at the start of 2025 returned
• Positive Sentiment: Coverage and commentary suggest potential regulatory/legal relief is reducing overhang on the stock (TipRanks recap), which can lift valuation multiples if risks recede. Apple Stock Eyes Upside as Courts and Regulators Blink
• Positive Sentiment: High-profile endorsements and commentator advice (Jim Cramer repeating “own it, don’t trade it”) help retail sentiment and can reduce short-term selling pressure. Jim Cramer Repeats His “Own It, Don’t Trade It” Mantra on Apple
• Neutral Sentiment: New ETF products (Roundhill MAGY) that target the “Magnificent Seven” including Apple could create incremental demand, but their covered-call structure and concentrated exposure make effects uncertain. MAGY: Monetize Mag 7 Stocks With This Covered Call ETF
• Neutral Sentiment: Reports on Apple’s broader 2025 strategy and analysis pieces (e.g., “Quality vs. Price”) provide context for valuation debates but don’t announce immediate catalysts. Apple: Quality Vs. Price
• Neutral Sentiment: Tim Cook’s personal purchase of Nike shares (widely reported) is being discussed by media — a minor leadership signal but not a direct company-specific financial catalyst for Apple. Apple CEO Tim Cook Just Gave Nike Investors 3 Million Reasons to Cheer
• Neutral Sentiment: Partner/newsflow about suppliers (e.g., Globalstar benefiting from an Apple direct-to-device tie-up) hints at ecosystem moves but primarily affects smaller partners rather than Apple’s near-term earnings. Globalstar Gains Strategic Value From Apple Direct-to-Device Partnership
• Negative Sentiment: Ongoing “AI bubble” chatter and the risk that AI enthusiasm re-prices can hurt high-multiple tech names — a pullback in AI sentiment would pressure Apple’s forward multiple despite its strong fundamentals. 5 Stocks Set to Start Strong in January and Lead Through 2026

Apple Stock Down 0.1%

AAPL opened at $273.40 on Monday. The firm has a market cap of $4.04 trillion, a P/E ratio of 36.60, a PEG ratio of 2.56 and a beta of 1.10. The business’s fifty day simple moving average is $272.54 and its 200 day simple moving average is $242.33. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The firm had revenue of $102.47 billion during the quarter, compared to the consensus estimate of $101.65 billion. During the same quarter in the previous year, the company posted $1.64 EPS. The firm’s revenue for the quarter was up 8.7% on a year-over-year basis. As a group, equities research analysts anticipate that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were given a dividend of $0.26 per share. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.92%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on AAPL shares. Phillip Securities lowered Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price target on the stock. in a research note on Thursday, September 11th. Melius Research set a $345.00 target price on Apple in a research report on Friday, October 31st. Evercore ISI restated an “outperform” rating and issued a $325.00 price target (up previously from $300.00) on shares of Apple in a research report on Monday, December 8th. Cowen reaffirmed a “buy” rating on shares of Apple in a research note on Monday, October 27th. Finally, Robert W. Baird set a $300.00 price objective on shares of Apple in a research note on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $283.92.

About Apple

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.