Monument Group Wealth Advisors LLC Acquires 22,172 Shares of Apple Inc. $AAPL

Key Points

• Monument Group Wealth Advisors LLC increased its holding in Apple Inc. (AAPL) by 628.6% in Q4, buying an additional 22,172 shares to own 25,699 shares worth about $6.99 million, making Apple 3.8% of its portfolio and its 6th-largest holding.
• Apple insiders executed sizable Rule 10b5-1 sales: CEO Tim Cook sold 64,949 shares for roughly $16.51 million and SVP Deirdre O’Brien sold 30,002 shares for about $7.66 million, each reducing their positions.
• Analysts have a consensus rating of “Moderate Buy” on Apple with a consensus price target of $301.23, following quarterly results that beat earnings and revenue expectations.

Monument Group Wealth Advisors LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 628.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,699 shares of the iPhone maker's stock after buying an additional 22,172 shares during the period. Apple comprises 3.8% of Monument Group Wealth Advisors LLC's portfolio, making the stock its 6th largest holding. Monument Group Wealth Advisors LLC's holdings in Apple were worth $6,987,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AAPL. First National Bank of Hutchinson lifted its holdings in shares of Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC raised its holdings in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after buying an additional 272 shares during the last quarter. Brighton Jones LLC raised its holdings in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE raised its holdings in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after buying an additional 1,155 shares during the last quarter. 67.73% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on AAPL shares. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Apple in a report on Monday, March 2nd. Wedbush reaffirmed an "outperform" rating and issued a $350.00 price target on shares of Apple in a report on Friday, March 27th. Monness Crespi & Hardt lifted their price target on Apple from $300.00 to $315.00 and gave the company a "buy" rating in a report on Friday, January 30th. Citigroup reaffirmed a "buy" rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Finally, Jefferies Financial Group set a $330.00 price target on Apple in a report on Wednesday, March 4th. One investment 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 issued a Sell rating to the company. According to data from MarketBeat, Apple has a consensus rating of "Moderate Buy" and a consensus target price of $301.23.

Insider Activity

In other Apple news, CEO Timothy D. Cook sold 64,949 shares of the business's stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the completion of the sale, the chief executive officer directly owned 3,280,418 shares of the company's stock, valued at approximately $833,980,668.14. The trade was a 1.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the business'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 directly owned 136,810 shares of the company's stock, valued at $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.06% of the company's stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple is reportedly testing multiple smart‑glasses designs and unique camera layouts as it prepares an AR/AI eyewear product aimed at Meta — a potential new hardware revenue stream and platform expansion that could support long‑term growth. Apple Plans AI Glasses to Rival Meta's
• Positive Sentiment: Apple joined Project Glasswing, using Anthropic’s Mythos AI to help find and fix major OS vulnerabilities — a move that can strengthen enterprise trust in Apple devices and reduce security-related risks to ecosystem monetization. Apple Joins Project Glasswing As Mythos AI Raises New Valuation Questions
• Neutral Sentiment: Apple seeded iOS 26.5 beta 2 — includes Maps ads and other developer features — signaling ongoing services monetization opportunities but nothing immediate to materially change near‑term revenue. Beta cadence also shows continued software development progress. Apple releases iOS 26.5 beta 2 for iPhone - 9to5Mac
• Neutral Sentiment: TSMC’s record AI chip demand keeps pressure on advanced-node capacity — good for AI customers like Apple but also highlights supply/capex dynamics that could affect component availability and gross‑margin timing. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Negative Sentiment: Apple’s head of AI is reportedly leaving — this raises near‑term execution risk for Apple’s AI roadmap and could amplify investor concerns about delivery timing for AI features and products. In Major Blow, Apple’s (AAPL) Head of AI Is Leaving the Company
• Negative Sentiment: A fake Ledger app passed Apple’s review process and drained user crypto holdings — a high‑profile App Store security lapse that could pressure confidence in Apple’s app vetting and invite regulatory or reputational scrutiny. Musician loses $420k bitcoin retirement fund after installing fake Ledger app
• Negative Sentiment: Coverage highlighting Berkshire Hathaway trimming AAPL and pitches for cheaper AI alternatives add selling pressure and valuation scrutiny among investors comparing growth vs. premium price. Warren Buffett Reveals the Real Reason Berkshire Has Been Dumping Apple Stock

Apple Stock Performance

Shares of NASDAQ:AAPL opened at $259.19 on Tuesday. The stock has a market capitalization of $3.81 trillion, a P/E ratio of 32.77, a P/E/G ratio of 2.47 and a beta of 1.11. Apple Inc. has a 1-year low of $189.81 and a 1-year high of $288.62. The company has a current ratio of 0.97, a quick ratio of 0.94 and a debt-to-equity ratio of 0.87. The business has a 50-day moving average price of $260.54 and a two-hundred day moving average price of $263.90.

Apple (NASDAQ:AAPL - Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm 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 quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the business posted $2.40 EPS. Equities analysts predict that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Shareholders of record on Monday, February 9th were issued 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 payout ratio is currently 13.15%.

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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