Aureum Wealth Management LLC Takes $1.27 Million Position in Apple Inc. $AAPL

Key Points

• Aureum Wealth Management opened a new position in Apple during the fourth quarter, buying 4,656 shares valued at about $1.27 million. Apple now makes up roughly 1.2% of the firm’s portfolio and is its 26th-largest holding.
• Apple’s latest quarterly results topped expectations, with EPS of $2.01 versus estimates of $1.95 and revenue of $111.18 billion, up 16.6% year over year. The company also raised its quarterly dividend to $0.27 per share.
• Sentiment around Apple remains mixed but generally constructive: several analysts reiterated buy ratings and raised price targets, while news flow highlighted strong App Store fraud prevention, robust iPhone demand, and a potential AI-driven services upside. A cautionary note came from KeyBanc, which warned the stock may be stretched on valuation.

Aureum Wealth Management LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,656 shares of the iPhone maker's stock, valued at approximately $1,266,000. Apple accounts for approximately 1.2% of Aureum Wealth Management LLC's investment portfolio, making the stock its 26th largest holding.

A number of other large investors also recently modified their holdings of AAPL. Isthmus Partners LLC grew its holdings in Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC grew its holdings in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after acquiring an additional 40,543 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Apple news, insider Ben Borders sold 1,274 shares of the firm's stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the sale, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. This trade represents a 3.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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 owned 136,810 shares of the company's stock, valued at $34,934,433.50. The trade was a 17.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is owned by insiders.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple said it blocked $2.2 billion in App Store fraud in 2025, reinforcing the strength of its platform controls and the durability of its services ecosystem. Apple Says It Blocked $2.2 Billion in App Store Fraud
• Positive Sentiment: Reports say Apple is bucking the worst smartphone slump since COVID, with iPhone 17 demand helping Apple stand out as the only top-five smartphone brand expected to grow in April 2026. Apple Bucks Worst Smartphone Slump Since COVID
• Positive Sentiment: Evercore ISI reiterated an Outperform rating and lifted its price target to $365, while other commentary highlighted Apple as a long-term earnings and free-cash-flow compounder. Is Apple Inc. One of Louis Navellier’s Top Long-Term Stock Picks on Earning Growth Prospects?
• Positive Sentiment: Analysts also pointed to Apple’s AI push and services opportunity, including a path to significantly higher service revenue as Apple Intelligence rolls out. Apple Inc. Targets $15B Service Revenue via AI
• Neutral Sentiment: Apple’s request for U.S. Supreme Court review of an Epic Games contempt order adds legal uncertainty, but the immediate stock impact is likely limited unless the Court takes the case. Apple asks US Supreme Court to review contempt order in Epic Games lawsuit
• Neutral Sentiment: Several articles framed Apple as a core long-term holding and a major competitor in AI, wearables, and consumer tech, which is supportive to sentiment but not a direct new catalyst. Should Investors Buy Microsoft Stock Instead of Apple Stock?
• Negative Sentiment: KeyBanc turned more cautious on Apple, warning that valuation looks stretched and that the shares may be due for profit-taking, which could cap upside in the near term. KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

Apple Trading Up 0.9%

NASDAQ:AAPL opened at $304.99 on Friday. 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 Inc. has a 1-year low of $193.46 and a 1-year high of $305.54. The firm has a market capitalization of $4.48 trillion, a price-to-earnings ratio of 36.88, a price-to-earnings-growth ratio of 2.63 and a beta of 1.06. The stock has a fifty day simple moving average of $268.68 and a 200 day simple moving average of $268.34.

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

Apple Increases Dividend

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

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Citigroup reaffirmed a "buy" rating on shares of Apple in a report on Tuesday, April 21st. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Apple in a report on Monday, March 2nd. Jefferies Financial Group set a $330.00 target price on Apple in a report on Wednesday, March 4th. Bank of America lifted their target price on Apple from $320.00 to $325.00 and gave the stock a "buy" rating in a report on Tuesday, April 14th. Finally, Oppenheimer reiterated a "market perform" rating on shares of Apple in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $308.74.

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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