Apple Inc. $AAPL is Tema Etfs LLC's 3rd Largest Position

Key Points

• Tema Etfs LLC increased its stake in Apple by 12.6% in Q4 to 89,170 shares, making Apple its 3rd largest holding at roughly 1.9% of the fund and valued at about $24.24 million.
• Apple beat expectations for the quarter (EPS $2.84 vs. $2.67; revenue $143.76B, +15.7% YoY), has a $3.8 trillion market cap, and carries a consensus analyst price target near $301.
• Key near-term catalysts and risks include Bank of America lifting its target to $325, reports of an iPhone Fold production delay (still targeting fall 2026), the head of AI leaving, App Store security concerns tied to a ~$9.5M crypto theft, and planned retail store closures.

Tema Etfs LLC grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 12.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 89,170 shares of the iPhone maker's stock after buying an additional 9,978 shares during the period. Apple makes up about 1.9% of Tema Etfs LLC's investment portfolio, making the stock its 3rd largest holding. Tema Etfs LLC's holdings in Apple were worth $24,242,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of AAPL. Norges Bank purchased a new position in Apple in the second quarter worth about $38,942,255,000. Nuveen LLC purchased a new position in Apple in the first quarter worth about $17,472,482,000. Laurel Wealth Advisors LLC raised its holdings in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Northern Trust Corp raised its holdings in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Apple by 14.3% in the fourth 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 buying an additional 13,137,968 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

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

Apple Stock Down 0.2%

AAPL opened at $258.75 on Wednesday. The firm has a 50 day moving average price of $260.32 and a 200-day moving average price of $263.92. 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 stock has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 32.71, a PEG ratio of 2.46 and a beta of 1.11. Apple Inc. has a twelve month low of $189.81 and a twelve month high of $288.62.

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

Apple Announces Dividend

The firm also recently announced 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 yield of 0.4%. The ex-dividend date was Monday, February 9th. Apple's payout ratio is 13.15%.

Analysts Set New Price Targets

AAPL has been the subject of several research reports. Stifel Nicolaus set a $330.00 price objective on shares of Apple in a report on Monday, March 2nd. Rosenblatt Securities boosted their price objective on shares of Apple from $267.00 to $268.00 and gave the company a "neutral" rating in a report on Thursday, March 5th. JPMorgan Chase & Co. boosted their price objective on shares of Apple from $315.00 to $325.00 and gave the company an "overweight" rating in a report on Friday, January 30th. UBS Group reissued a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. Finally, Barclays boosted their price objective on shares of Apple from $239.00 to $248.00 and gave the company an "underweight" rating in a report on Tuesday, March 3rd. One equities research 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. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $301.37.

Insider Activity at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the business's 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 completion of the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed 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 business'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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company's stock.

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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