Apple Inc. $AAPL is Compagnie Lombard Odier SCmA's 4th Largest Position

Key Points

• Compagnie Lombard Odier SCmA trimmed its stake in Apple by 1.7% in Q4 to 2,280,902 shares, leaving the stock as its 4th largest position at about 6.7% of the portfolio and valued at roughly $620.1 million.
• Other institutional investors made large moves—Norges Bank and Nuveen bought multi‑billion‑dollar new stakes and firms like Northern Trust and UBS AM materially increased holdings—leaving hedge funds and institutions with about 67.73% ownership of Apple stock.
• Market catalysts include analysts lifting price targets to roughly $315–$325 and Apple beating quarterly estimates (EPS $2.84; revenue $143.76B), offset by near‑term risks such as a delayed iPhone Fold, the departure of Apple's head of AI, App Store security issues, and recent retail store closures.

Compagnie Lombard Odier SCmA cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,280,902 shares of the iPhone maker's stock after selling 40,597 shares during the period. Apple accounts for about 6.7% of Compagnie Lombard Odier SCmA's portfolio, making the stock its 4th largest position. Compagnie Lombard Odier SCmA's holdings in Apple were worth $620,086,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Apple during the second quarter valued at $38,942,255,000. Nuveen LLC acquired a new position in shares of Apple in the 1st quarter valued at $17,472,482,000. Laurel Wealth Advisors LLC raised its stake in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Northern Trust Corp raised its stake in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Apple by 14.3% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker's stock worth $26,220,566,000 after acquiring an additional 13,137,968 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bank of America raised its price target to $325 and kept a "buy" rating, citing strong iPhone momentum, Services growth and favorable FX — a bullish catalyst ahead of Apple's earnings. Apple price target raised ahead of earnings
• Neutral Sentiment: Amazon's $11.6B acquisition of Globalstar redraws the satellite connectivity landscape Apple relies on for iPhone/Watch emergency features; Apple has secured continuity for service but faces strategic exposure to a competitor-controlled network. Amazon Buys Globalstar
• Neutral Sentiment: Reports say iPhone Fold production was pushed back but the launch remains on track for fall 2026 — a delay risk for supply/timing but still keeps the new product narrative intact. iPhone Fold Production Pushed Back
• Negative Sentiment: A fake Ledger Live app on the App Store was tied to roughly $9.5M in crypto thefts — raises fresh questions about App Store review controls and potential regulatory scrutiny. Fake Ledger Live app drained $9.5M
• Negative Sentiment: Apple will close three retail stores — including its first unionized location — prompting union-busting claims and potential PR/regulatory headlines. Apple closing 3 stores
• Negative Sentiment: Apple's head of AI is reportedly leaving the company, which adds pressure as investors watch Apple’s ability to execute on generative-AI features and products. Apple head of AI is leaving

Analyst Ratings Changes

A number of research analysts have recently weighed in on AAPL shares. TD Cowen reissued a "buy" rating and issued a $325.00 price objective on shares of Apple in a report on Friday, January 30th. JPMorgan Chase & Co. lifted their target price on Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a report on Friday, January 30th. Citigroup reiterated a "buy" rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. DA Davidson reiterated a "neutral" rating and issued a $270.00 price target on shares of Apple in a report on Friday, January 30th. Finally, Monness Crespi & Hardt raised their price target on shares of Apple from $300.00 to $315.00 and gave the stock a "buy" rating in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Apple currently has an average rating of "Moderate Buy" and a consensus price target of $301.37.

Insider Activity at Apple

In other news, SVP Deirdre O'brien sold 30,002 shares of the firm's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the sale, the senior vice president owned 136,810 shares of the company's stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.

Apple Stock Performance

NASDAQ AAPL opened at $258.75 on Wednesday. The firm has a market capitalization of $3.80 trillion, a P/E ratio of 32.71, a PEG ratio of 2.46 and a beta of 1.11. The stock has a 50-day simple moving average of $260.32 and a two-hundred day simple moving average of $263.92. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a fifty-two week low of $189.81 and a fifty-two week high of $288.62.

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

Apple Dividend Announcement

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

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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