Moseley Investment Management Inc. Sells 2,133 Shares of Apple Inc. $AAPL

Key Points

• Moseley Investment Management trimmed its Apple stake by 2.9% in Q4, selling 2,133 shares and leaving 71,072 shares valued at about $19.32 million; Apple makes up 6.0% of the firm's holdings and is its second-largest position.
• Insiders and market context: CEO Tim Cook sold 64,949 shares (~$16.5M) and SVP Deirdre O'Brien sold 30,002 shares under Rule 10b5‑1 plans, while positive catalysts — including a ~20% rise in iPhone shipments in China and several analyst upgrades — coincide with a consensus "Moderate Buy" and an average target of $301.33.

Moseley Investment Management Inc. reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 71,072 shares of the iPhone maker's stock after selling 2,133 shares during the quarter. Apple comprises 6.0% of Moseley Investment Management Inc.'s holdings, making the stock its 2nd largest holding. Moseley Investment Management Inc.'s holdings in Apple were worth $19,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Isthmus Partners LLC lifted its stake in Apple by 6.4% in the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares during the period. Sellwood Investment Partners LLC lifted its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares during the period. ROSS JOHNSON & Associates LLC lifted its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after buying an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC lifted its stake in 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 buying an additional 40,543 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Counterpoint/Reuters data show iPhone shipments in China jumped ~20% in Q1 — far outpacing the market and supporting Apple’s revenue and share‑gain narrative in its largest smartphone market. Apple's iPhone shipments in China surge 20% in Q1, data shows
• Positive Sentiment: BNP Paribas upgraded AAPL to Outperform and raised its price target (citing supply‑chain strength and a premium mix benefit as memory prices rise), which helped lift sentiment and buy‑side interest. Apple Upgraded To Outperform As BNP Sees Share Gains From Memory Surge
• Positive Sentiment: Bank of America raised its price target and highlighted Apple’s M5/edge‑AI roadmap as a meaningful product/AI catalyst — reinforcing the case for multiple expansion if product momentum continues. Bank of America Increases Apple Price Target to $325
• Neutral Sentiment: Heavy call‑option activity and structured trades around Apple’s April 30 earnings show traders positioning for a big move; options can amplify returns but also add short‑term volatility risk. Apple Stock Trade Risk Around Earnings Offers A 27% Reward
• Neutral Sentiment: Corporate moves — a leadership transition in Wearables/Home and Project Glasswing (an AI security alliance) — underline long‑term product and services initiatives but are unlikely to move near‑term earnings materially. Apple’s Wearables Shakeup And AI Security Push Shape Long Term Story
• Negative Sentiment: Rising memory and component costs remain a two‑edged sword — while some analysts argue it improves Apple’s competitive positioning, higher input prices can compress margins if the premium mix or pricing power softens. Apple Upgrade Hinges on Cost Advantage Shift
• Negative Sentiment: TSMC’s strong AI‑driven results and supply comments briefly pressured AAPL aftermarket moves (market reads TSMC commentary as mixed signal for margins/supply dynamics). Also expect volatility into the April 30 earnings print. TSMC’s Results Weren’t a Great Sign for Apple

Insider Buying and Selling at Apple

In related news, CEO Timothy D. Cook sold 64,949 shares of the company's stock in a transaction on 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 owned 3,280,418 shares in the company, valued at approximately $833,980,668.14. This represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Deirdre O'brien sold 30,002 shares of the company's stock in a transaction on 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. This trade represents a 17.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.06% of the company's stock.

Analyst Ratings Changes

AAPL has been the topic of several recent analyst reports. Citigroup reissued a "buy" rating and issued a $315.00 price target (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. Morgan Stanley reissued an "overweight" rating and issued a $315.00 price target on shares of Apple in a research note on Monday, March 23rd. Needham & Company LLC reissued a "hold" rating on shares of Apple in a research note on Friday, January 30th. JPMorgan Chase & Co. boosted their price target on Apple from $315.00 to $325.00 and gave the company an "overweight" rating in a research note on Friday, January 30th. Finally, Phillip Securities upgraded Apple from a "moderate sell" rating to a "hold" rating in a report on Sunday, February 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $301.33.

Apple Stock Performance

NASDAQ AAPL opened at $270.23 on Monday. The company has a market cap of $3.97 trillion, a price-to-earnings ratio of 34.16, a P/E/G ratio of 2.48 and a beta of 1.11. Apple Inc. has a 52 week low of $189.81 and a 52 week high of $288.62. The business has a 50 day moving average price of $259.72 and a 200-day moving average price of $264.17. 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 released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, beating the consensus estimate 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 company's quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.40 earnings per share. As a group, equities analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Dividend Announcement

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