Apple Inc. $AAPL Shares Acquired by Crown Wealth Group LLC

Crown Wealth Group LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 8.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,829 shares of the iPhone maker’s stock after acquiring an additional 2,414 shares during the period. Apple makes up about 2.4% of Crown Wealth Group LLC’s holdings, making the stock its 11th largest holding. Crown Wealth Group LLC’s holdings in Apple were worth $8,653,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Apple in the fourth quarter valued at $65,000. PayPay Securities Corp raised its stake in shares of Apple by 52.1% in the fourth quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker’s stock valued at $99,000 after acquiring an additional 125 shares in the last quarter. Finally, eCIO Inc. acquired a new stake in shares of Apple in the fourth quarter valued at $112,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly planning a broad set of AI features for iOS 27, including writing help, app shortcuts, and other Siri enhancements, signaling a stronger product roadmap for the next iPhone cycle.
• Positive Sentiment: Reports that Apple’s revamped Siri may lean on Google Gemini suggest Apple is willing to use outside AI to accelerate its assistant overhaul, which could improve competitive positioning faster than building everything in-house. Apple’s Next-Gen Siri App May Lean Heavily on Google’s AI
• Positive Sentiment: Wall Street commentary highlighted Apple’s services business as a potential earnings engine, with some analysts seeing a path to higher EPS if the ecosystem continues to expand.
• Positive Sentiment: Hedge-fund interest also remains supportive, with Viking Global reportedly opening a fresh Apple stake worth nearly $1 billion, reinforcing institutional confidence in the stock.
• Neutral Sentiment: Apple’s upcoming WWDC is expected to center on AI integration, but it is still a preview event rather than a revenue event, so the near-term impact depends on how compelling the announcements are. Apple Reveals Dates of Tim Cook’s Final WWDC as CEO
• Neutral Sentiment: Social chatter around satellite connectivity and other hardware upgrades points to continued innovation interest, but these themes are longer-term and less likely to move the stock immediately.
• Negative Sentiment: Apple is facing renewed regulatory pressure after an Indian court ordered the company to fully cooperate in an App Store antitrust probe, adding another legal overhang for investors.
• Negative Sentiment: Reports that Apple is discounting iPhone 17 models in China highlight ongoing competition and margin pressure in a critical market, which could temper enthusiasm if price cuts deepen.

Wall Street Analysts Forecast Growth

AAPL has been the topic of several analyst reports. Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective on the stock in a research note on Friday, January 30th. UBS Group set a $296.00 price target on Apple and gave the stock a “neutral” rating in a report on Friday, May 1st. JPMorgan Chase & Co. upped their price objective on Apple from $315.00 to $325.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Stifel Nicolaus set a $330.00 price objective on Apple in a research report on Monday, March 2nd. Finally, TD Cowen reaffirmed a “buy” rating and set a $335.00 price objective (up from $325.00) on shares of Apple in a research report on Friday, May 1st. One 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 stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $308.74.

Insider Transactions at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares of the company’s stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Timothy D. Cook sold 64,949 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value of $16,511,984.27. Following the transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 97,759 shares of company stock worth $24,964,305. 0.06% of the stock is owned by company insiders.

Apple Trading Down 0.8%

NASDAQ:AAPL opened at $297.84 on Tuesday. The stock has a 50-day simple moving average of $266.12 and a 200-day simple moving average of $267.68. The stock has a market cap of $4.37 trillion, a P/E ratio of 36.01, a P/E/G ratio of 2.61 and a beta of 1.06. Apple Inc. has a 1 year low of $193.46 and a 1 year high of $303.20. 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 quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business’s quarterly revenue was up 16.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.65 earnings per share. As a group, analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal year.

Apple Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were issued a dividend of $0.27 per share. 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. This represents a $1.08 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio is 13.06%.

Apple Company 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.