Apple Inc. $AAPL Shares Acquired by Brookwood Investment Group LLC

Key Points

• Brookwood Investment Group LLC lifted its stake in Apple by 5.4% in Q4 to 116,359 shares worth $31.63 million, making Apple 3.8% of its portfolio and its fourth‑largest holding.
• Insiders have been net sellers recently: CEO Tim Cook sold 64,949 shares (~$16.5M) under a 10b5‑1 plan and the CFO sold 1,534 shares, with insiders offloading 96,485 shares (~$24.6M) over the past three months.
• Analysts hold a consensus "Moderate Buy" on Apple with a $301.83 price target, and the company recently beat Q1 estimates—EPS $2.84 vs. $2.67 and revenue $143.76B, up 15.7% year‑over‑year.

Brookwood Investment Group LLC lifted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 116,359 shares of the iPhone maker's stock after purchasing an additional 5,943 shares during the period. Apple accounts for 3.8% of Brookwood Investment Group LLC's portfolio, making the stock its 4th largest position. Brookwood Investment Group LLC's holdings in Apple were worth $31,633,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. Sellwood Investment Partners LLC increased its holdings in shares of Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC boosted its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares during the last quarter. LSV Asset Management bought a new position in Apple in the fourth quarter valued at approximately $65,000. eCIO Inc. bought a new position in Apple in the fourth quarter valued at approximately $112,000. Finally, HFM Investment Advisors LLC bought a new position in Apple in the first quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on AAPL shares. Scotiabank set a $330.00 price objective on shares of Apple in a research note on Monday, February 2nd. Maxim Group raised shares of Apple from a "hold" rating to a "buy" rating and set a $300.00 price objective on the stock in a research note on Friday, January 30th. UBS Group reaffirmed a "neutral" rating and issued a $287.00 price objective (up from $280.00) on shares of Apple in a research note on Tuesday. Phillip Securities raised shares of Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. Finally, Needham & Company LLC reaffirmed a "hold" rating on shares of Apple in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Apple currently has an average rating of "Moderate Buy" and a consensus price target of $301.83.

Insider Transactions at Apple

In other news, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction 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 $833,980,668.14. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. This represents a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 96,485 shares of company stock valued at $24,594,845 over the last three months. 0.06% of the stock is currently owned by corporate insiders.

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

Apple Trading Down 0.2%

Shares of NASDAQ AAPL opened at $270.17 on Thursday. The company's fifty day moving average is $260.51 and its 200-day moving average is $264.98. The stock has a market cap of $3.97 trillion, a price-to-earnings ratio of 34.16, a P/E/G ratio of 2.44 and a beta of 1.11. Apple Inc. has a twelve month low of $193.25 and a twelve month 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.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly 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 company had revenue of $143.76 billion for the quarter, compared to analysts' expectations of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The business's quarterly revenue was up 15.7% compared to the same quarter last year. During the same period last year, the firm posted $2.40 earnings per share. Equities research analysts predict that Apple Inc. will post 8.52 EPS for the current year.

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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