Apple Inc. $AAPL Shares Sold by Brandywine Oak Private Wealth LLC

Key Points

• Brandywine Oak Private Wealth LLC trimmed its Apple stake by 1.4% in the first quarter, selling 1,756 shares and ending with 120,533 shares worth about $30.6 million. Apple remains its 9th-largest holding, making up roughly 2.6% of the portfolio.
• Apple’s latest quarterly results were solid, with EPS of $2.01 beating expectations and revenue rising 16.6% year over year to $111.18 billion. The company also raised its dividend to $0.27 per share quarterly, up from $0.26.
• The stock continues to face a mix of positive and negative catalysts, including improving sentiment around Apple’s AI strategy and a Supreme Court review of its Epic Games appeal, alongside ongoing regulatory and supply-chain pressures tied to App Store fees, chip sourcing, and data-security concerns.

Brandywine Oak Private Wealth LLC lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 120,533 shares of the iPhone maker's stock after selling 1,756 shares during the period. Apple accounts for approximately 2.6% of Brandywine Oak Private Wealth LLC's holdings, making the stock its 9th biggest position. Brandywine Oak Private Wealth LLC's holdings in Apple were worth $30,590,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of AAPL. Isthmus Partners LLC grew its stake in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after buying an additional 5,808 shares during the last quarter. Lifetime Wealth Management P.C. acquired a new stake in Apple in the fourth quarter worth $41,000. ROSS JOHNSON & Associates LLC lifted 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 buying an additional 180 shares during the last quarter. LSV Asset Management bought a new stake in Apple in the fourth quarter valued at $65,000. Finally, Timmons Wealth Management LLC acquired a new position in shares of Apple during the fourth quarter valued at $69,000. Institutional investors and hedge funds own 67.73% of the company's stock.

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

Apple Price Performance

Shares of NASDAQ:AAPL opened at $289.36 on Wednesday. The company has a market capitalization of $4.25 trillion, a PE ratio of 34.99, a price-to-earnings-growth ratio of 2.45 and a beta of 1.09. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The stock has a fifty day moving average of $293.26 and a 200-day moving average of $273.27. Apple Inc. has a one year low of $201.50 and a one year high of $317.40.

Apple (NASDAQ:AAPL - Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping 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 analysts' expectations of $109.46 billion. During the same period last year, the company posted $1.65 earnings per share. The business's revenue for the quarter was up 16.6% on a year-over-year basis. As a group, equities analysts anticipate that Apple Inc. will post 8.74 EPS for the current fiscal 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. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. This is a boost from Apple's previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. Apple's dividend payout ratio is presently 13.06%.

Insider Buying and Selling at Apple

In related news, insider Ben Borders sold 116 shares of the firm's stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the transaction, the insider directly owned 38,713 shares of the company's stock, valued at approximately $11,425,754.82. This trade represents a 0.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Kevan Parekh sold 1,534 shares of the business's stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the sale, the chief financial officer owned 13,366 shares of the company's stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 97,875 shares of company stock valued at $24,998,541. 0.06% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on AAPL shares. Robert W. Baird set a $310.00 price objective on shares of Apple in a report on Friday, May 1st. BNP Paribas Exane upgraded shares of Apple from a "neutral" rating to an "outperform" rating and set a $300.00 target price for the company in a research report on Friday, April 17th. Wells Fargo & Company restated an "overweight" rating and issued a $310.00 price target (up from $300.00) on shares of Apple in a research note on Friday, May 1st. Rosenblatt Securities reaffirmed a "neutral" rating and set a $276.00 price target on shares of Apple in a report on Tuesday, June 9th. Finally, Evercore reiterated an "outperform" rating on shares of Apple in a research report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Apple presently has a consensus rating of "Moderate Buy" and a consensus target price of $314.85.

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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