AG Campbell Advisory LLC Acquires New Shares in Apple Inc. $AAPL

Key Points

• AG Campbell Advisory LLC opened a new Apple position in the fourth quarter, buying 18,077 shares worth about $4.9 million. Apple now makes up roughly 1.6% of the firm’s portfolio and is its 9th-largest holding.
• Other institutional investors have also been adjusting Apple stakes, and overall 67.73% of Apple’s shares are held by institutions. The article highlights continued interest from hedge funds and wealth managers despite mixed moves.
• Wall Street remains broadly positive on Apple, with a Moderate Buy consensus and a price target of $314.85. Analysts point to Apple’s AI efforts and enterprise growth, though some recent notes warn about higher chip costs and limited upside after the stock’s rally.

AG Campbell Advisory LLC acquired a new position in Apple Inc. (NASDAQ:AAPL - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 18,077 shares of the iPhone maker's stock, valued at approximately $4,914,000. Apple accounts for about 1.6% of AG Campbell Advisory LLC's portfolio, making the stock its 9th biggest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Isthmus Partners LLC raised its position in shares of Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares in the last quarter. Lifetime Wealth Management P.C. bought a new stake in Apple during the fourth quarter valued at about $41,000. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new position in Apple in the fourth quarter valued at about $65,000. Finally, Timmons Wealth Management LLC purchased a new position in Apple in the fourth quarter valued at about $69,000. 67.73% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on AAPL. Needham & Company LLC reissued a "hold" rating on shares of Apple in a research report on Tuesday, June 9th. Maxim Group reaffirmed a "buy" rating and issued a $350.00 price objective (up from $310.00) on shares of Apple in a research report on Tuesday, June 9th. Oppenheimer reiterated a "market perform" rating on shares of Apple in a research note on Tuesday, June 9th. Barclays reissued an "underweight" rating on shares of Apple in a research report on Tuesday, June 9th. Finally, Jefferies Financial Group restated a "hold" rating on shares of Apple in a research note on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $314.85.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America said Apple’s WWDC 2026 AI announcements were a “material positive reset,” citing a more capable Siri that can understand context, screen content, and execute actions across apps and devices. Apple's WWDC 2026 AI strategy reset viewed positively by Bank of America
• Positive Sentiment: Analysts continue to point to Apple’s expanding enterprise footprint, AI push, and business tools as drivers that could support device shipments and sustained sales growth. Apple's Expanding Enterprise Footprint to Boost Sales: What's Ahead?
• Neutral Sentiment: Apple’s rumored chip partnership with Intel is being framed as a long-term domestic manufacturing catalyst, but it remains unconfirmed and more relevant to Intel’s rally than to Apple’s near-term fundamentals. Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry
• Neutral Sentiment: A recent congressional trading report noted activity in several Magnificent Seven names, including Apple, but the disclosure did not indicate a company-specific operational change. New Congressman Is Selling Stocks: Here's The Six Magnificent Seven Names He Ditched
• Negative Sentiment: Tim Cook warned that Apple can no longer fully absorb rising memory chip costs, making product price hikes increasingly likely and raising margin concerns for investors. Tim Cook Warns Apple Product Price Hikes Are Unavoidable Due to Higher Chip Costs. What That Means for AAPL Stock.
• Negative Sentiment: KGI Securities downgraded Apple to Neutral, saying the stock’s recent rally leaves limited upside from current levels. Apple stock hit with major Wall Street downgrade

Apple Trading Down 0.3%

Apple stock opened at $297.01 on Tuesday. 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 52 week low of $198.96 and a 52 week high of $317.40. The company has a market capitalization of $4.36 trillion, a price-to-earnings ratio of 35.91, a price-to-earnings-growth ratio of 2.59 and a beta of 1.09. The stock has a 50-day moving average price of $290.46 and a 200 day moving average price of $272.98.

Apple (NASDAQ:AAPL - Get Free Report) last issued its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating 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 firm had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same quarter in the prior year, the firm earned $1.65 earnings per share. Apple's revenue for the quarter was up 16.6% on a year-over-year basis. Sell-side analysts anticipate that Apple Inc. will post 8.75 EPS for the current year.

Apple Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a $0.27 dividend. This is an increase 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 dividend yield of 0.4%. Apple's payout ratio is currently 13.06%.

Insider Buying and Selling at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the transaction, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 116 shares of the company's stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the sale, the insider directly owned 38,713 shares in the company, valued at approximately $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 97,875 shares of company stock worth $24,998,541 over the last ninety days. 0.06% of the stock is owned by insiders.

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.

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