Apple Inc. $AAPL is Kingsman Wealth Management Inc.'s 6th Largest Position

Key Points

• Kingsman Wealth Management Inc. raised its Apple stake by 9.2% in Q4 to 33,846 shares (worth $9.20M), making AAPL 5.0% of the firm's holdings and its 6th-largest position.
• Sell‑side sentiment is cautiously positive with an average MarketBeat target of $301.83 and an aggregate rating of "Moderate Buy" (1 Strong Buy, 22 Buy, 12 Hold, 1 Sell).
• Insider selling has been significant recently — the CFO sold 1,534 shares and SVP Deirdre O'Brien sold 30,002 shares, with insiders offloading 96,485 shares (~$24.6M) in the last 90 days while owning just 0.06% of the stock.

Kingsman Wealth Management Inc. lifted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 33,846 shares of the iPhone maker's stock after buying an additional 2,862 shares during the period. Apple comprises 5.0% of Kingsman Wealth Management Inc.'s holdings, making the stock its 6th largest holding. Kingsman Wealth Management Inc.'s holdings in Apple were worth $9,201,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AAPL. Pinnacle Bancorp Inc. grew its position in Apple by 4.5% in the fourth quarter. Pinnacle Bancorp Inc. now owns 35,585 shares of the iPhone maker's stock worth $9,674,000 after acquiring an additional 1,523 shares in the last quarter. Nautilus Advisors LLC increased its stake in Apple by 0.8% during the fourth quarter. Nautilus Advisors LLC now owns 26,811 shares of the iPhone maker's stock worth $7,289,000 after acquiring an additional 209 shares during the last quarter. Granite Harbor Advisors Inc. raised its position in Apple by 1.0% during the fourth quarter. Granite Harbor Advisors Inc. now owns 37,275 shares of the iPhone maker's stock valued at $10,134,000 after purchasing an additional 351 shares during the period. Flagship Capital Management Inc. purchased a new stake in Apple during the fourth quarter valued at approximately $14,246,000. Finally, Fiduciary Planning LLC lifted its stake in shares of Apple by 0.7% in the 4th quarter. Fiduciary Planning LLC now owns 11,979 shares of the iPhone maker's stock valued at $3,257,000 after purchasing an additional 80 shares during the last quarter. Institutional investors own 67.73% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on AAPL. KeyCorp reiterated a "sector weight" rating on shares of Apple in a report on Thursday, March 12th. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Jefferies Financial Group set a $330.00 price objective on shares of Apple in a research note on Wednesday, March 4th. Wedbush reiterated an "outperform" rating and set a $350.00 price objective on shares of Apple in a research report on Tuesday, April 21st. Finally, Needham & Company LLC reissued a "hold" rating on shares of Apple in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $301.83.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone momentum and share gains support revenue upside — reports say Apple reclaimed the top global smartphone slot in the March quarter, which underpins expectations for continued hardware-led top‑line strength. iPhone 17 shipment story
• Positive Sentiment: Services growth and App Store moves could lift recurring revenue — Services jumped ~14% Y/Y in fiscal Q1 and Apple rolled out a cheaper, 12‑month-commitment monthly subscription option to boost retention and ARPU. Services growth article App Store subscription change
• Positive Sentiment: Street upgrades and modest estimate bumps ahead of earnings — UBS and some analysts raised targets and Erste edged FY26 EPS forecasts up, increasing the bar for a beat/guide‑up reaction. UBS price target lift
• Neutral Sentiment: Scheduled earnings and macro prints are the immediate catalyst — Q2 results (Apr 30 after close) and April PCE/GDP/Fed commentary this week increase short‑term volatility and make the print the main market mover. Earnings and economic calendar preview
• Neutral Sentiment: CEO succession to John Ternus is being priced in — investors are parsing his engineering/product focus (longer-term positive) versus near‑term execution risk during the transition. Ternus CEO succession piece
• Negative Sentiment: Competition on AI-first phones (Qualcomm + OpenAI/MediaTek) is pressuring sentiment — reports that rivals are building AI-native chips have led to rotation into chipmakers and increased worry about Apple’s on‑device AI roadmap. Qualcomm/OpenAI competition
• Negative Sentiment: Regulatory/legal uncertainty on the App Store persists — Epic’s recent procedural win keeps the external‑payments environment unsettled, which could affect Services economics and developer relations. Epic Games / App Store legal update
• Negative Sentiment: Ongoing criticism that Apple lags on AI execution — multiple pieces argue Apple needs a visible AI breakthrough; that narrative is increasing downside risk if the earnings/guide don’t show clear AI monetization progress. Apple AI execution concern
• Negative Sentiment: Insider selling flagged — a recent SEC filing shows a sale by a senior finance executive, which can amplify short‑term nervousness even if the size is modest. SEC Form 4

Insider Transactions at Apple

In other news, CFO Kevan Parekh sold 1,534 shares of Apple 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 directly owned 13,366 shares in the company, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Deirdre O'brien sold 30,002 shares of the business's stock in a transaction 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 directly owned 136,810 shares of the company's stock, valued at $34,934,433.50. This represents a 17.99% 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. Over the last ninety days, insiders sold 96,485 shares of company stock worth $24,594,845. 0.06% of the stock is currently owned by insiders.

Apple Trading Down 0.2%

Shares of NASDAQ AAPL opened at $270.17 on Thursday. Apple Inc. has a fifty-two week low of $193.25 and a fifty-two week high of $288.62. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. The company has a market cap of $3.97 trillion, a price-to-earnings ratio of 34.16, a PEG ratio of 2.44 and a beta of 1.11. The business's 50 day moving average price is $260.51 and its 200-day moving average price is $264.98.

Apple (NASDAQ:AAPL - Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.67 by $0.17. The company had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple's revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.40 EPS. On average, sell-side analysts expect that Apple Inc. will post 8.52 earnings per share for the current year.

Apple Company 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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