Brady Family Wealth LLC Sells 2,321 Shares of Apple Inc. $AAPL

Key Points

• Brady Family Wealth LLC trimmed its Apple position by 2.3%, selling 2,321 shares and ending the quarter with 100,543 shares worth $27.334 million, with Apple comprising 8.4% of the fund's holdings.
• Apple is expanding monetization and AI efforts — including an Apple Business platform, paid ads in Apple Maps and new Siri/AI features — which could boost Services revenue but faces near-term headwinds from UK regulatory changes and softer phone shipments in China.
• Investor sentiment is broadly positive: about 67.7% of Apple is institutionally owned, multiple funds increased positions this quarter, and analysts' consensus is a "Moderate Buy" with several upgrades and an Overweight from Morgan Stanley.

Brady Family Wealth LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 100,543 shares of the iPhone maker's stock after selling 2,321 shares during the quarter. Apple accounts for 8.4% of Brady Family Wealth LLC's holdings, making the stock its biggest position. Brady Family Wealth LLC's holdings in Apple were worth $27,334,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. American Asset Management Inc. raised its holdings in shares of Apple by 18.8% in the fourth quarter. American Asset Management Inc. now owns 3,352 shares of the iPhone maker's stock valued at $911,000 after purchasing an additional 530 shares during the last quarter. Lynch & Associates IN lifted its position in shares of Apple by 4.6% in the fourth quarter. Lynch & Associates IN now owns 49,510 shares of the iPhone maker's stock worth $13,460,000 after purchasing an additional 2,179 shares in the last quarter. Wilsey Asset Management Inc. boosted its holdings in Apple by 73.0% during the fourth quarter. Wilsey Asset Management Inc. now owns 1,896 shares of the iPhone maker's stock worth $515,000 after purchasing an additional 800 shares during the last quarter. CWA Asset Management Group LLC grew its position in Apple by 2.5% in the fourth quarter. CWA Asset Management Group LLC now owns 557,270 shares of the iPhone maker's stock valued at $151,499,000 after purchasing an additional 13,635 shares in the last quarter. Finally, Aventura Private Wealth LLC bought a new position in Apple in the fourth quarter valued at $32,378,000. 67.73% of the stock is owned by institutional investors.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is pushing into new ad and services revenue channels — launching the Apple Business platform (Apr. 14) and rolling out paid ads in Apple Maps (U.S./Canada this summer), which could lift Services revenue and diversify monetization. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: AI and assistant upgrades remain a strategic focus — reports say Apple is testing a standalone Siri app and an “Ask Siri” AI agent, and AirPods Max 2 includes Apple Intelligence features. These moves bolster Apple’s AI narrative and ecosystem stickiness ahead of WWDC. Apple Readies Introduction of AI Agent-Like Siri
• Positive Sentiment: Major broker/analyst attention and investor interest are rising — Morgan Stanley issued an Overweight and Apple recently became the most-searched stock on Zacks, signalling renewed institutional and retail focus. Apple Surpasses Nvidia as the Most Popular Stock on Zacks.com: Time to Buy AAPL? Apple NASDAQ: AAPL Earns Overweight Rating from Morgan Stanley
• Neutral Sentiment: Software updates and minor product launches (iOS 26.4, AI playlists, other UI tweaks) maintain ecosystem engagement but are unlikely to move revenue materially in the near term. Apple launches iOS 26.4 with AI playlists, purchase sharing, and more - The Verge
• Neutral Sentiment: Third-party and developer activity on the App Store continues (e.g., TAP Invest added to App Store), which underscores platform health but is not a company-specific catalyst. TAP, Inc. Launches TAP Invest Mobile App on the Apple App Store
• Neutral Sentiment: WWDC scheduled for June 8 is a near-term event that typically provides software/AI roadmaps — a potential catalyst but not a guaranteed positive. Apple to host June developer conference online with AI updates
• Negative Sentiment: Regulatory-driven changes in the U.K. (age verification for many Apple services) have introduced near-term volatility and could add friction to service usage/revenue in that market. Markets showed a volatile reaction premarket to the rollout. Apple rolls out UK age checks for iPhone users Apple stock volatile premarket after rolling out UK age verification
• Negative Sentiment: China data shows shipments of foreign-branded phones (including iPhones) fell ~7.7% year-over-year in February — a reminder of near-term demand softness in Apple’s second-largest market. February shipments of foreign-branded phones in China fall 7.7% from a year ago, CAICT data shows

Apple Trading Up 0.4%

Apple stock opened at $252.62 on Thursday. The stock has a 50-day simple moving average of $260.48 and a 200 day simple moving average of $262.46. The stock has a market capitalization of $3.71 trillion, a P/E ratio of 31.94, a PEG ratio of 2.39 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a quick ratio of 0.94 and a current ratio of 0.97. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.67 by $0.17. Apple had a return on equity of 159.94% and a net margin of 27.04%.The company had revenue of $143.76 billion during the quarter, compared to analysts' expectations of $138.25 billion. During the same period last year, the firm posted $2.40 earnings per share. The business's revenue was up 15.7% on a year-over-year basis. Analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on AAPL shares. Morgan Stanley reissued an "overweight" rating and set a $315.00 price target on shares of Apple in a research report on Monday. Maxim Group upgraded Apple from a "hold" rating to a "buy" rating and set a $300.00 price objective for the company in a report on Friday, January 30th. Citigroup reaffirmed a "buy" rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research report on Tuesday, January 20th. Oppenheimer reiterated a "market perform" rating on shares of Apple in a report on Friday, January 30th. Finally, KeyCorp reissued a "sector weight" rating on shares of Apple in a research report on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Apple presently has an average rating of "Moderate Buy" and an average price target of $297.58.

Apple Company 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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