Marshall Financial Group LLC Reduces Position in Apple Inc. $AAPL

Key Points

• Marshall Financial Group LLC reduced its stake in Apple by 15.8% in Q4, selling 9,307 shares and finishing the period with 49,427 shares valued at about $13.44 million, making AAPL 2.6% of its portfolio and its ninth-largest holding.
• Institutional ownership of Apple is high at 67.73%, and several other funds recently adjusted positions—some increasing stakes substantially and others initiating new, smaller positions in AAPL.
• Apple posted a quarter with $2.84 EPS (beat) and revenue up 15.7% to $143.76 billion, pays a $0.26 quarterly dividend (≈0.4% yield), and carries a Wall Street consensus of "Moderate Buy" with an average price target of $297.58.

Marshall Financial Group LLC reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 15.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,427 shares of the iPhone maker's stock after selling 9,307 shares during the period. Apple makes up 2.6% of Marshall Financial Group LLC's portfolio, making the stock its 9th biggest position. Marshall Financial Group LLC's holdings in Apple were worth $13,437,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of AAPL. Sellwood Investment Partners LLC increased 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 in the last quarter. ROSS JOHNSON & Associates LLC raised its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter worth approximately $65,000. HFM Investment Advisors LLC bought a new position in shares of Apple in the first quarter worth approximately $99,000. Finally, Miller Global Investments LLC purchased a new stake in shares of Apple during the fourth quarter valued at approximately $127,000. 67.73% of the stock is currently owned by institutional investors.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Wedbush says 2026 could be a significant product year and raises upside potential (they reiterate Outperform and a $350 target), framing WWDC and AI-driven hardware as major catalysts. Apple in focus as Wedbush calls 2026 a 'significant' product launch year ahead of WWDC
• Positive Sentiment: Apple hired ex-Google executive Lilian Rincon as VP of product marketing for AI — a concrete senior hire to accelerate Siri/AI positioning and marketing. Apple hires ex-Google executive to head AI marketing amid push to improve Siri
• Positive Sentiment: Multiple reports say Apple will open Siri to rival AI assistants (Gemini, Claude, etc.) in iOS 27 — this pivot can broaden iPhone AI capabilities without Apple building everything in‑house. Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update
• Positive Sentiment: Services continue to grow (reported ~14% y/y, Apple TV and gaming aiding strength) — recurring high‑margin revenue supports earnings upside even if hardware cycles lag. Strong Streaming & Game Content Aids Apple's Services: What's Ahead?
• Positive Sentiment: Apple expands U.S. manufacturing program, adding Bosch, Cirrus Logic, TDK and Qnity and committing $400M — reduces supply‑chain risk and supports domestic sourcing narrative. Apple adds Bosch, Cirrus Logic, others to US manufacturing program, to invest $400 million
• Positive Sentiment: Apple is granting rare large stock bonuses to iPhone designers to curb talent departures to AI firms — a retention step to protect future product execution. Apple Drops Six Figure Bonuses To Stop iPhone Talent Exodus
• Neutral Sentiment: An analyst tweak: Erste trimmed FY2027 EPS slightly — minimal change to consensus, but worth watching for estimate revisions. Apple Inc. analyst note (Erste Group) via MarketBeat
• Neutral Sentiment: Steve Wozniak publicly criticizes AI and says he hardly uses it — a reputational/PR datapoint but unlikely to move fundamentals. Apple cofounder Steve Wozniak admits he’s ‘disappointed a lot’ by AI and hardly uses it
• Negative Sentiment: Broader tech sector weakness — Nasdaq slide, Meta legal losses and geopolitical worries are pressuring tech stocks, which is dragging AAPL despite company‑specific positives. Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
• Negative Sentiment: Reports that Apple has discontinued the Mac Pro and abandoned future updates could concern pro users and niche revenue, though impact on total revenue is limited. Apple reportedly discontinues Mac Pro, abandons plans for future updates

Apple Stock Down 1.6%

Shares of Apple stock opened at $248.80 on Friday. The company has a market cap of $3.65 trillion, a price-to-earnings ratio of 31.45, a price-to-earnings-growth ratio of 2.36 and a beta of 1.10. The company's 50 day moving average is $260.24 and its 200 day moving average is $262.67. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. 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 posted its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 EPS 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 the consensus estimate of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm's revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.40 EPS. Research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Wall Street Analyst Weigh In

Several brokerages recently weighed in on AAPL. Sanford C. Bernstein reissued an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Wedbush reaffirmed an "outperform" rating and issued a $350.00 price objective on shares of Apple in a research report on Friday. Royal Bank Of Canada set a $325.00 target price on Apple in a research note on Monday, February 2nd. UBS Group reissued a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. Finally, Phillip Securities upgraded Apple from a "moderate sell" rating to a "hold" rating in a research note on Sunday, February 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $297.58.

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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