Apple Inc. $AAPL is Nilsine Partners LLC's 2nd Largest Position

Key Points

• Nilsine Partners trimmed its Apple stake by 1.3% in Q4, selling 2,777 shares and leaving 213,510 shares worth about $58.0 million, with Apple representing roughly 5.0% of the firm's portfolio and its 2nd largest holding.
• Company insiders sold stock: CEO Tim Cook disposed of 64,949 shares (~$16.5M) and SVP Deirdre O'Brien sold 30,002 shares (~$7.66M), both under pre‑arranged Rule 10b5‑1 plans; insiders now own about 0.06% of Apple.
• Financials and analyst view: Apple topped Q results (EPS $2.84 vs. $2.67 consensus; revenue $143.76B, up 15.7%), has a $3.81T market cap, and carries an average analyst rating of "Moderate Buy" with a $301.23 price target.

Nilsine Partners LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 213,510 shares of the iPhone maker's stock after selling 2,777 shares during the quarter. Apple accounts for about 5.0% of Nilsine Partners LLC's investment portfolio, making the stock its 2nd largest holding. Nilsine Partners LLC's holdings in Apple were worth $58,045,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Highline Wealth Partners LLC raised its position in Apple by 0.6% during the 4th quarter. Highline Wealth Partners LLC now owns 62,812 shares of the iPhone maker's stock valued at $17,076,000 after purchasing an additional 372 shares during the last quarter. Gunderson Capital Management Inc. raised its position in Apple by 56.6% during the 4th quarter. Gunderson Capital Management Inc. now owns 8,664 shares of the iPhone maker's stock valued at $2,355,000 after purchasing an additional 3,130 shares during the last quarter. Monument Group Wealth Advisors LLC raised its position in Apple by 628.6% during the 4th quarter. Monument Group Wealth Advisors LLC now owns 25,699 shares of the iPhone maker's stock valued at $6,987,000 after purchasing an additional 22,172 shares during the last quarter. Three Seasons Wealth LLC raised its position in Apple by 0.4% during the 4th quarter. Three Seasons Wealth LLC now owns 494,465 shares of the iPhone maker's stock valued at $134,425,000 after purchasing an additional 1,734 shares during the last quarter. Finally, LeConte Wealth Management LLC raised its position in Apple by 6.5% during the 4th quarter. LeConte Wealth Management LLC now owns 17,061 shares of the iPhone maker's stock valued at $4,638,000 after purchasing an additional 1,046 shares during the last quarter. Institutional investors own 67.73% of the company's stock.

Insider Transactions at Apple

In other 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 value of $16,511,984.27. Following the sale, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. This represents a 1.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through 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 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 value of $7,661,010.70. Following the transaction, the senior vice president directly 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 Trading Down 0.5%

AAPL opened at $259.19 on Tuesday. The stock has a market cap of $3.81 trillion, a PE ratio of 32.77, a PEG ratio of 2.47 and a beta of 1.11. 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 business has a 50 day moving average of $260.54 and a 200-day moving average of $263.90. Apple Inc. has a 52 week low of $189.81 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share 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 net margin of 27.04% and a return on equity of 159.94%. The company's revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.40 EPS. Equities research analysts predict that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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

Wall Street Analysts Forecast Growth

AAPL has been the subject of a number of recent analyst reports. UBS Group reaffirmed a "neutral" rating on shares of Apple in a research report on Wednesday, March 4th. Stifel Nicolaus set a $330.00 price target on Apple in a research report on Monday, March 2nd. JPMorgan Chase & Co. upped their price target on Apple from $315.00 to $325.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Finally, Bank of America lowered their price target on Apple from $325.00 to $320.00 and set a "buy" rating for the company in a research report on Monday, March 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $301.23.

Trending Headlines about Apple

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

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.

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.