Apple Inc. $AAPL Shares Sold by Chemistry Wealth Management LLC

Key Points

• Chemistry Wealth Management LLC trimmed its Apple stake by 5.7%, selling 5,590 shares to hold 92,146 shares valued at about $25.05 million, making Apple its fifth-largest position (4.7% of holdings).
• Institutional investors own roughly 67.73% of Apple, and several other funds made only minor position adjustments (small buys), indicating no major institutional reallocation in the period.
• For broader context, Apple recently beat quarterly estimates (EPS $2.84 vs. $2.67; revenue $143.76B vs. $138.25B), has a market cap of about $3.69 trillion, and carries an average analyst rating of "Moderate Buy" with an average target near $297.58 (Morgan Stanley at $315).

Chemistry Wealth Management LLC trimmed its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 92,146 shares of the iPhone maker's stock after selling 5,590 shares during the period. Apple accounts for 4.7% of Chemistry Wealth Management LLC's holdings, making the stock its 5th biggest position. Chemistry Wealth Management LLC's holdings in Apple were worth $25,051,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of AAPL. Reyes Financial Architecture Inc. boosted its holdings in Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock worth $2,520,000 after buying an additional 37 shares during the last quarter. American Alpha Advisors LLC raised its holdings in shares of Apple by 3.7% during the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock valued at $293,000 after acquiring an additional 41 shares during the last quarter. Capstone Wealth Management LLC lifted its position in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock valued at $2,174,000 after acquiring an additional 42 shares in the last quarter. Seven Springs Wealth Group LLC lifted its position in shares of Apple by 0.3% in the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock valued at $3,934,000 after acquiring an additional 42 shares in the last quarter. Finally, Avant Capital LLC boosted its stake in shares of Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock worth $1,226,000 after acquiring an additional 43 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: U.S. trade tribunal ruled Apple’s latest Apple Watch models do not infringe Masimo’s patents, avoiding an immediate import ban and preserving a key wearables revenue stream. Apple Watch ruling
• Positive Sentiment: WWDC set for June 8–12 with teasers for “AI advancements,” raising expectations for software and services announcements that could boost monetization (Siri/AI features, developer ecosystem). WWDC date and AI tease
• Positive Sentiment: Reports that Apple will add paid search ads to Apple Maps this summer point to an incremental services revenue stream and higher services monetization. Maps ads
• Positive Sentiment: Supply‑chain checks and analyst notes (BofA) suggest Apple is preparing a 2026 foldable iPhone — catalysts for hardware upgrade cycles and investor enthusiasm around a new form factor. Foldable iPhone supply checks
• Positive Sentiment: Morgan Stanley reaffirmed an “overweight” view and set a $315 target, and other surveys point to stronger iPhone upgrade intent (supporting revenue visibility). Analyst optimism
• Neutral Sentiment: Short‑interest data in this cycle shows effectively zero days to cover (no material short pressure), which is unlikely to move the stock materially either way. Short interest note
• Neutral Sentiment: Options/volatility chatter (iron‑condor strategies) highlights elevated implied volatility—relevant to derivatives traders but mixed for equity direction. Options strategy
• Negative Sentiment: Supply‑side cost pressure: Apple has raised some storage prices and faces higher memory costs; management choices (absorbing costs vs. passing to customers) could pressure margins. Storage price/cost pressure
• Negative Sentiment: Regulatory risk in Europe: broadcasters have urged scrutiny of big tech’s control over smart‑TV and AI features, adding a potential regulatory overhang to services and platform expansion. EU regulatory pressure

Analyst Ratings Changes

Several analysts recently commented on the company. Bank of America dropped 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. Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Apple in a research note on Wednesday, March 4th. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a report on Friday, January 30th. Finally, Morgan Stanley reiterated an "overweight" rating and issued a $315.00 target price on shares of Apple in a research report on Monday. 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 issued a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $297.58.

Apple Price Performance

NASDAQ:AAPL opened at $251.49 on Tuesday. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The stock's fifty day moving average is $260.81 and its two-hundred day moving average is $262.45. The company has a market capitalization of $3.69 trillion, a P/E ratio of 31.79, a P/E/G ratio of 2.21 and a beta of 1.10. 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 released 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 business had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company's revenue was up 15.7% compared to the same quarter last year. During the same period in the prior year, the business posted $2.40 EPS. Equities analysts expect that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were paid a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 9th. Apple's dividend payout ratio (DPR) is 13.15%.

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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