CCM Investment Advisers LLC Has $34.23 Million Stake in Apple Inc. $AAPL

Key Points

• CCM Investment Advisers LLC trimmed its Apple position by 2.4% in Q4 to 125,892 shares—worth about $34.23 million—representing roughly 3.3% of its portfolio and making AAPL its fourth-largest holding.
• Apple beat expectations with $2.84 EPS vs. $2.67 consensus and revenue of $143.76B (up 15.7% YoY); the stock trades near a $3.76T market cap with a P/E around 32 and a consensus analyst rating of "Moderate Buy" (target ~$297.58).
• Near-term catalysts include a $400M U.S. manufacturing expansion and a strategic on‑device AI pivot that has drawn bullish analyst notes, but risks persist from valuation concerns, supplier uncertainty (Amazon‑Globalstar talks) and geopolitical headlines.

CCM Investment Advisers LLC cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 125,892 shares of the iPhone maker's stock after selling 3,093 shares during the period. Apple accounts for approximately 3.3% of CCM Investment Advisers LLC's investment portfolio, making the stock its 4th largest holding. CCM Investment Advisers LLC's holdings in Apple were worth $34,225,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in AAPL. Isthmus Partners LLC lifted its position in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after purchasing an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the last quarter. LSV Asset Management bought a new position in Apple in the 4th quarter worth about $65,000. Finally, 49 Wealth Management LLC increased its stake in shares of Apple by 15.7% in the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after purchasing an additional 40,543 shares during the period. 67.73% of the stock is currently owned by institutional investors.

Apple Price Performance

NASDAQ AAPL opened at $255.92 on Friday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a market capitalization of $3.76 trillion, a PE ratio of 32.35, a P/E/G ratio of 2.42 and a beta of 1.11. The company's 50 day simple moving average is $260.51 and its 200 day simple moving average is $263.08.

Apple (NASDAQ:AAPL - Get Free Report) last released its 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 firm had revenue of $143.76 billion during the quarter, compared to the consensus estimate of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.The firm's revenue for the quarter was up 15.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.40 earnings per share. As a group, equities research analysts forecast that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

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

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple announced a $400M expansion to its U.S. manufacturing program through 2030, aimed at onshoring critical components and strengthening supply-chain resilience — a potential boost to margins and political goodwill. Apple Inc. (AAPL) expands US manufacturing program with $400M investment
• Positive Sentiment: Bank of America/BofA coverage kept a Buy rating and a $320 price target, citing accelerating services growth and on‑device AI upside — a supportive analyst note for the stock’s premium multiple. Apple: Accelerating Services Growth and On‑Device AI Upside Support Premium Valuation and Buy Rating
• Positive Sentiment: Coverage highlights a strategic pivot in Apple’s AI approach that could be constructive long term — the market is parsing whether the move accelerates monetization of on‑device AI and services revenue. Apple's AI Strategy Is Pivoting. Here's Why That Could Be Great News for the Stock.
• Neutral Sentiment: New trading products (prediction markets) are now offering contracts tied to Apple share prices via Pyth price feeds — more retail/derivative activity but no direct company impact. Polymarket expands into equities and commodities with Pyth price feeds
• Neutral Sentiment: 50th‑anniversary coverage and product rumors (e.g., iPhone design leaks, archive stories) are keeping investor sentiment alive but are background noise versus hard financial drivers. Apple's 50-year journey from garage to tech titan
• Negative Sentiment: Reports that Amazon is in talks to acquire Globalstar (Apple’s satellite supplier for Emergency SOS/messaging) raise execution and competitive risks for Apple’s satellite features if supplier control shifts. That creates uncertainty around a small but strategic connectivity capability. Amazon Lines Up Deal to Rival SpaceX's Starlink: Report. Why Apple Could Be a Problem.
• Negative Sentiment: Geopolitical headlines — Iran’s IRGC has named U.S. tech firms including Apple as potential targets — add short‑term operational and sentiment risk, which can weigh on shares in risk-off episodes. Iran threatens Nvidia, Apple and other tech giants with attack
• Negative Sentiment: Valuation and positioning worries persist: commentators flag AAPL’s premium P/E and the Magnificent Seven’s underperformance this year; large funds (e.g., a D.E. Shaw trim) have reduced exposure — pressure points for the stock during market rotations. Is Apple Stock Overvalued Or Undervalued? Apple Inc. (AAPL): D. E. Shaw Trims Holding

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on AAPL. Citigroup reaffirmed a "buy" rating and set a $315.00 price target (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Stifel Nicolaus set a $330.00 target price on Apple in a research report on Monday, March 2nd. Stephens set a $315.00 target price on Apple in a research note on Monday, January 26th. DA Davidson reiterated a "neutral" rating and set a $270.00 price target on shares of Apple in a research report on Friday, January 30th. Finally, Raymond James Financial reissued a "market perform" rating on shares of Apple in a research note on Friday, January 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price 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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