Apple Inc. $AAPL Shares Sold by WP Advisors LLC

WP Advisors LLC decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 155,480 shares of the iPhone maker’s stock after selling 7,610 shares during the quarter. Apple comprises approximately 10.5% of WP Advisors LLC’s investment portfolio, making the stock its biggest holding. WP Advisors LLC’s holdings in Apple were worth $42,269,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. 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. Sellwood Investment Partners LLC grew its position in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its position in shares of 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 buying an additional 180 shares during the period. LSV Asset Management bought a new stake in shares of Apple in the 4th quarter valued at about $65,000. Finally, 49 Wealth Management LLC increased its stake in shares of Apple by 15.7% in the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker’s stock valued at $76,000 after acquiring an additional 40,543 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s App Store fraud prevention system blocked $2.2 billion in fraudulent transactions last year, underscoring the strength and scale of its Services ecosystem. Apple uses AI and human reviews to prevent $2.2B in potential App Store fraud
• Positive Sentiment: Analysts continue to point to Services as a major growth driver for Apple, which could support earnings even as iPhone growth matures. AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth
• Positive Sentiment: Apple is reportedly offering China price cuts for the 618 holiday, a move that could help its sales and market-share push in a competitive market. Apple cutting prices in China for 618 holiday likely to aid market share push: Wedbush
• Neutral Sentiment: Apple received some favorable media attention after Google’s I/O event, with commentary suggesting Google’s AI showcase may have strengthened expectations that Apple will have room to compete aggressively at WWDC. Google I/O 2026 had nothing to say and said it badly ahead of Apple’s WWDC
• Neutral Sentiment: Reports that Apple is reorganizing its hardware team and pushing more AI-powered features suggest a product-development refresh, but the impact on near-term earnings is unclear. Apple reportedly plans hardware team shake up to ramp up future devices
• Negative Sentiment: KeyBanc turned cautious on Apple, warning that valuation looks stretched and suggesting the stock may be due for profit-taking. KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.
• Negative Sentiment: Apple remains exposed to regulatory and strategic risks, including an Indian court order to cooperate in an App Store antitrust probe and ongoing concerns about AI feature delays. Apple ordered by Indian court to ‘fully cooperate’ in iPhone App Store antitrust probe

Insiders Place Their Bets

In related news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares of the company’s stock, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value 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. The trade was a 3.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 97,759 shares of company stock valued at $24,964,305 in the last quarter. 0.06% of the stock is owned by company insiders.

Apple Price Performance

NASDAQ AAPL opened at $302.25 on Thursday. The business has a 50 day simple moving average of $267.80 and a 200 day simple moving average of $268.10. Apple Inc. has a 52-week low of $193.46 and a 52-week 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. The stock has a market cap of $4.44 trillion, a price-to-earnings ratio of 36.55, a PEG ratio of 2.60 and a beta of 1.06.

Apple (NASDAQ:AAPL) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. Apple had a return on equity of 146.69% and a net margin of 27.15%.The business had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same period in the prior year, the business earned $1.65 EPS. Apple’s revenue for the quarter was up 16.6% compared to the same quarter last year. Analysts anticipate that Apple Inc. will post 8.74 earnings per share for the current fiscal 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 represents a $1.08 dividend on an annualized basis and a 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 (DPR) is currently 13.06%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on AAPL shares. UBS Group set a $296.00 price objective on shares of Apple and gave the company a “neutral” rating in a report on Friday, May 1st. Tigress Financial reaffirmed a “strong-buy” rating and issued a $375.00 target price (up from $305.00) on shares of Apple in a research note on Thursday, May 14th. TD Cowen reaffirmed a “buy” rating and issued a $335.00 target price (up from $325.00) on shares of Apple in a research note on Friday, May 1st. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research note on Friday, May 1st. Finally, Scotiabank set a $330.00 target price on shares of Apple in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $308.74.

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.