AG Campbell Advisory LLC Purchases New Holdings in Apple Inc. $AAPL

Key Points

• AG Campbell Advisory LLC initiated a new position in Apple in the fourth quarter, buying 22,377 shares worth about $6.1 million. Apple now ranks as the firm’s 7th-largest holding and makes up 1.8% of its portfolio.
• Several other institutional investors also increased their Apple stakes, and overall hedge funds and institutions own 67.73% of the company’s shares. The filing highlights continued strong professional investor interest in Apple.
• Apple insiders were active too, with SVP Deirdre O’Brien and CFO Kevan Parekh both selling shares in recent transactions. In the latest quarter, insiders sold 97,875 shares worth nearly $25.0 million.

AG Campbell Advisory LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 22,377 shares of the iPhone maker's stock, valued at approximately $6,084,000. Apple comprises 1.8% of AG Campbell Advisory LLC's holdings, making the stock its 7th biggest position.

Other hedge funds have also made changes to their positions in the company. Overbrook Management Corp raised its position in Apple by 57.4% during the fourth quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker's stock valued at $28,449,000 after buying an additional 38,174 shares during the period. Torren Management LLC acquired a new stake in Apple during the 4th quarter worth about $1,178,000. Tufton Capital Management grew its stake in Apple by 4.3% during the 3rd quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker's stock valued at $25,496,000 after acquiring an additional 4,157 shares in the last quarter. Adventist Health System Sunbelt Healthcare Corp purchased a new position in Apple during the 4th quarter valued at about $105,482,000. Finally, KBC Group NV increased its holdings in shares of Apple by 3.1% in the 4th quarter. KBC Group NV now owns 7,044,697 shares of the iPhone maker's stock valued at $1,915,172,000 after purchasing an additional 214,215 shares during the period. Institutional investors and hedge funds own 67.73% of the company's stock.

Insider Activity at Apple

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the completion of the sale, the senior vice president directly owned 136,810 shares of the company's stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the firm's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares in the company, valued at $3,675,650. This represents a 10.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 97,875 shares of company stock valued at $24,998,541 in the last quarter. Company insiders own 0.06% of the company's stock.

Apple Price Performance

Shares of Apple stock opened at $297.01 on Tuesday. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The firm has a fifty day simple moving average of $290.46 and a 200-day simple moving average of $272.98. The stock has a market capitalization of $4.36 trillion, a price-to-earnings ratio of 35.91, a PEG ratio of 2.59 and a beta of 1.09. Apple Inc. has a 1-year low of $198.96 and a 1-year high of $317.40.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to the consensus estimate of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm's revenue was up 16.6% compared to the same quarter last year. During the same period last year, the business posted $1.65 earnings per share. On average, sell-side analysts expect that Apple Inc. will post 8.75 earnings per share for the current year.

Apple Increases Dividend

The business 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 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, May 11th. This is an increase from Apple's previous quarterly dividend of $0.26. Apple's dividend payout ratio is currently 13.06%.

Key Stories Impacting Apple

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

Analyst Upgrades and Downgrades

AAPL has been the subject of a number of research reports. Wedbush reissued an "outperform" rating and set a $400.00 target price on shares of Apple in a research note on Friday, June 5th. Rosenblatt Securities reiterated a "neutral" rating and set a $276.00 price objective on shares of Apple in a report on Tuesday, June 9th. Tigress Financial reissued a "strong-buy" rating and set a $375.00 price objective (up from $305.00) on shares of Apple in a research report on Thursday, May 14th. KGI Securities lowered Apple from an "outperform" rating to a "hold" rating and set a $315.00 target price on the stock. in a research report on Monday. Finally, Bank of America reaffirmed a "buy" rating and set a $380.00 price target on shares of Apple in a research note on Thursday, June 18th. One equities research 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 issued a Sell rating to the stock. According to MarketBeat, Apple has a consensus rating of "Moderate Buy" and a consensus target price of $314.85.

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.

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