Apple Inc. $AAPL Shares Purchased by Brian Low Financial Group LLC

Key Points

• Brian Low Financial Group LLC increased its Apple stake by 9.8% in Q1, adding 1,839 shares to bring its total to 20,634 shares worth about $5.24 million. Apple is now the fund’s 4th-largest holding, making up 3.6% of its portfolio.
• Several major institutional investors also boosted or maintained large Apple positions, and overall institutional ownership stands at 67.73%. At the same time, Apple insiders, including CEO Tim Cook and SVP Deirdre O’Brien, sold shares in recent months.
• Apple’s stock was trading up 2.7% at $289.36, and the company recently beat quarterly earnings expectations with $2.01 EPS and $111.18 billion in revenue. Analysts currently rate the stock a Moderate Buy with a consensus target price of $314.85.

Brian Low Financial Group LLC grew its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 9.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,634 shares of the iPhone maker's stock after acquiring an additional 1,839 shares during the period. Apple accounts for about 3.6% of Brian Low Financial Group LLC's investment portfolio, making the stock its 4th biggest position. Brian Low Financial Group LLC's holdings in Apple were worth $5,237,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Apple by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker's stock valued at $387,749,545,000 after buying an additional 26,856,752 shares during the period. State Street Corp raised its position in shares of Apple by 1.1% during the fourth quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker's stock worth $164,218,801,000 after acquiring an additional 6,555,392 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Apple by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker's stock valued at $97,031,587,000 after acquiring an additional 1,866,103 shares during the period. Morgan Stanley lifted its stake in shares of Apple by 0.6% during the fourth quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker's stock valued at $62,659,118,000 after acquiring an additional 1,379,651 shares during the period. Finally, Norges Bank bought a new position in Apple in the fourth quarter valued at about $52,266,468,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have weighed in on AAPL. Bank of America reissued a "buy" rating and set a $380.00 price objective on shares of Apple in a report on Thursday, June 18th. Tigress Financial reaffirmed a "strong-buy" rating and issued a $375.00 target price (up from $305.00) on shares of Apple in a research note on Thursday, May 14th. KGI Securities cut shares of Apple from an "outperform" rating to a "hold" rating and set a $315.00 price target for the company. in a research report on Monday, June 22nd. Evercore reissued an "outperform" rating on shares of Apple in a research note on Monday, June 8th. Finally, BNP Paribas Exane upgraded shares of Apple from a "neutral" rating to an "outperform" rating and set a $300.00 price objective on the stock in a report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $314.85.

Insiders Place Their Bets

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total value 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 $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a legal 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 dated Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the sale, the senior vice president directly owned 136,810 shares in the company, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their position. 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. Insiders sold a total of 97,875 shares of company stock valued at $24,998,541 in the last three months. Insiders own 0.06% of the company's stock.

Apple Trading Up 2.7%

Shares of NASDAQ AAPL opened at $289.36 on Wednesday. The company's fifty day moving average is $293.26 and its 200-day moving average is $273.27. The stock has a market cap of $4.25 trillion, a price-to-earnings ratio of 34.99, a P/E/G ratio of 2.45 and a beta of 1.09. Apple Inc. has a twelve month low of $201.50 and a twelve month high of $317.40. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The company had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. During the same quarter in the previous year, the business earned $1.65 EPS. The firm's revenue was up 16.6% on a year-over-year basis. Equities research analysts predict that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date of this dividend was Monday, May 11th. This is a positive change from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. Apple's payout ratio is presently 13.06%.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: The U.S. Supreme Court agreed to hear Apple’s appeal in its Epic Games fight, giving Apple a chance to overturn a contempt ruling tied to App Store payment rules. That reduces, for now, some legal overhang on the stock. US Supreme Court to hear Apple appeal of contempt in Epic Games lawsuit
• Positive Sentiment: Wall Street support for Apple’s AI strategy has improved after reports that its AI overhaul and updated Siri architecture could strengthen the ecosystem and support future hardware upgrades. Why Apple’s WWDC 2026 shows a material positive reset of criticized AI strategy?
• Positive Sentiment: Some analysts say Apple’s recent pullback and seasonal July trends could make the stock attractive again for investors looking for a rebound. Why you need to buy Apple stock in July
• Neutral Sentiment: Apple is reportedly lobbying for approval to buy memory chips from China’s CXMT to ease supply pressure, which could help costs, but it also highlights the depth of the current chip shortage and geopolitical risk. Apple (AAPL) Seeks Blacklisted China Chip Approval As Supplier Breach Raises Risk
• Neutral Sentiment: Reports that Apple raised prices on Macs, iPads and other products due to higher memory costs are a mixed signal: better pricing power, but also margin pressure from AI-driven component inflation. Apple Is Raising Prices Due to Higher Memory Costs. Is the Stock in Trouble?
• Neutral Sentiment: Britain’s regulator is proposing changes that would let app developers steer users to alternative payments outside Apple’s App Store, which could pressure fees if adopted. Apple and Google Urged to Offer Alternative UK Payment Paths
• Negative Sentiment: A new dark-web data leak involving Tata Electronics reportedly exposed iPhone 18 Pro supplier details and prototype information, renewing investor concerns about Apple’s supply chain security and future product secrecy. Apple iPhone 18 Pro supplier list, parts and photos exposed in Tata data leak
• Negative Sentiment: Apple also faces added antitrust pressure in the U.K. and India, keeping App Store fees and regulatory scrutiny in focus for investors. UK targets Apple, Google app store fees for developers

About Apple

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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