Apple Inc. $AAPL Holdings Reduced by Lodestone Wealth Management LLC

Key Points

• Lodestone Wealth Management cut its Apple stake by 5.9% in Q4, selling 1,964 shares and finishing the quarter with 31,128 shares worth $8.462 million, which is about 3.4% of its portfolio and its largest holding.
• Insider selling included CEO Tim Cook offloading 64,949 shares for roughly $16.5 million and SVP Deirdre O’Brien selling 30,002 shares, both executed under pre‑arranged Rule 10b5‑1 plans.
• Wall Street remains broadly positive on AAPL with a consensus rating of Moderate Buy and an average price target of $301.23, while the stock trades near $259, has a $3.81 trillion market cap, and is ~67.7% owned by institutions.

Lodestone Wealth Management LLC trimmed its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 31,128 shares of the iPhone maker's stock after selling 1,964 shares during the quarter. Apple accounts for approximately 3.4% of Lodestone Wealth Management LLC's investment portfolio, making the stock its biggest holding. Lodestone Wealth Management LLC's holdings in Apple were worth $8,462,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in AAPL. First National Bank of Hutchinson boosted its holdings in Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after purchasing an additional 6,982 shares during the last quarter. Eagle Capital Management LLC boosted its holdings in Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after purchasing an additional 272 shares during the last quarter. Brighton Jones LLC boosted its holdings in Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after purchasing an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE boosted its holdings in Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after purchasing an additional 1,155 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on AAPL. Evercore reaffirmed an "outperform" rating on shares of Apple in a report on Monday, March 2nd. Maxim Group raised shares of Apple from a "hold" rating to a "buy" rating and set a $300.00 target price on the stock in a research note on Friday, January 30th. Monness Crespi & Hardt increased their target price on shares of Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a research note on Friday, January 30th. Rosenblatt Securities increased their target price on shares of Apple from $267.00 to $268.00 and gave the stock a "neutral" rating in a research note on Thursday, March 5th. Finally, Bank of America lowered their target price on shares of Apple from $325.00 to $320.00 and set a "buy" rating on the stock in a research note on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $301.23.

Apple Trading Down 0.5%

AAPL stock opened at $259.19 on Tuesday. Apple Inc. has a 52-week low of $189.81 and a 52-week high of $288.62. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The company's 50-day simple moving average is $260.54 and its 200-day simple moving average is $263.90. The firm has a market cap of $3.81 trillion, a P/E ratio of 32.77, a PEG ratio of 2.47 and a beta of 1.11.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. During the same quarter in the prior year, the firm earned $2.40 EPS. The company's revenue for the quarter was up 15.7% on a year-over-year basis. As a group, equities analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Investors of record on Monday, February 9th were given a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's dividend payout ratio is 13.15%.

Insider Activity

In related news, CEO Timothy D. Cook sold 64,949 shares of the company's stock in a transaction dated 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 owned 3,280,418 shares in the company, valued at $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 is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the transaction, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. This trade represents a 17.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by corporate insiders.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly testing multiple smart‑glasses designs and unique camera layouts as it prepares an AR/AI eyewear product aimed at Meta — a potential new hardware revenue stream and platform expansion that could support long‑term growth. Apple Plans AI Glasses to Rival Meta's
• Positive Sentiment: Apple joined Project Glasswing, using Anthropic’s Mythos AI to help find and fix major OS vulnerabilities — a move that can strengthen enterprise trust in Apple devices and reduce security-related risks to ecosystem monetization. Apple Joins Project Glasswing As Mythos AI Raises New Valuation Questions
• Neutral Sentiment: Apple seeded iOS 26.5 beta 2 — includes Maps ads and other developer features — signaling ongoing services monetization opportunities but nothing immediate to materially change near‑term revenue. Beta cadence also shows continued software development progress. Apple releases iOS 26.5 beta 2 for iPhone - 9to5Mac
• Neutral Sentiment: TSMC’s record AI chip demand keeps pressure on advanced-node capacity — good for AI customers like Apple but also highlights supply/capex dynamics that could affect component availability and gross‑margin timing. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Negative Sentiment: Apple’s head of AI is reportedly leaving — this raises near‑term execution risk for Apple’s AI roadmap and could amplify investor concerns about delivery timing for AI features and products. In Major Blow, Apple’s (AAPL) Head of AI Is Leaving the Company
• Negative Sentiment: A fake Ledger app passed Apple’s review process and drained user crypto holdings — a high‑profile App Store security lapse that could pressure confidence in Apple’s app vetting and invite regulatory or reputational scrutiny. Musician loses $420k bitcoin retirement fund after installing fake Ledger app
• Negative Sentiment: Coverage highlighting Berkshire Hathaway trimming AAPL and pitches for cheaper AI alternatives add selling pressure and valuation scrutiny among investors comparing growth vs. premium price. Warren Buffett Reveals the Real Reason Berkshire Has Been Dumping Apple Stock

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.

Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.