O Brien Wealth Partners LLC Sells 15,191 Shares of Apple Inc. $AAPL

Key Points

• O Brien Wealth Partners LLC cut its Apple stake by 25% in Q4, selling 15,191 shares and leaving it with 45,531 shares worth $12.378 million (about 1.6% of the firm's portfolio).
• Insider selling has been notable: SVP Deirdre O'Brien sold 30,002 shares and CFO Kevan Parekh sold 1,534 shares, with insiders disposing of 96,485 shares (~$24.6 million) in the last quarter.
• Large institutions like Vanguard, State Street, Geode and Northern Trust added to AAPL, institutional ownership is 67.73%, and analysts' consensus rates Apple as a Moderate Buy with an average price target of $301.83.

O Brien Wealth Partners LLC lowered its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 25.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,531 shares of the iPhone maker's stock after selling 15,191 shares during the period. Apple comprises about 1.6% of O Brien Wealth Partners LLC's portfolio, making the stock its 16th biggest holding. O Brien Wealth Partners LLC's holdings in Apple were worth $12,378,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of AAPL. Vanguard Group Inc. increased its position in Apple by 0.4% during the 1st quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock worth $311,157,662,000 after purchasing an additional 5,005,297 shares in the last quarter. State Street Corp boosted its position in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after buying an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC boosted its position in Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after buying an additional 4,942,638 shares in the last quarter. Norges Bank bought a new stake in shares of Apple during the second quarter worth $38,942,255,000. Finally, Northern Trust Corp increased its holdings in shares of Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on AAPL. Raymond James Financial reiterated a "market perform" rating on shares of Apple in a research note on Friday, January 2nd. DA Davidson restated a "neutral" rating and set a $270.00 price objective on shares of Apple in a research report on Friday, January 30th. Needham & Company LLC reaffirmed a "hold" rating on shares of Apple in a report on Friday, January 30th. KeyCorp reiterated a "sector weight" rating on shares of Apple in a research report on Thursday, March 12th. Finally, TD Cowen reissued a "buy" rating and set a $325.00 price target on shares of Apple in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Apple currently has an average rating of "Moderate Buy" and a consensus price target of $301.83.

Insider Buying and Selling at Apple

In other news, SVP Deirdre O'brien sold 30,002 shares of the 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 completion of the sale, the senior vice president owned 136,810 shares of the company's stock, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the firm's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the transaction, the chief financial officer owned 13,366 shares of the company's stock, valued at $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 96,485 shares of company stock worth $24,594,845. Insiders own 0.06% of the company's stock.

Apple Stock Performance

Shares of Apple stock opened at $270.17 on Thursday. 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 Inc. has a twelve month low of $193.25 and a twelve month high of $288.62. The stock has a market cap of $3.97 trillion, a price-to-earnings ratio of 34.16, a P/E/G ratio of 2.44 and a beta of 1.11. The company's fifty day moving average is $260.51 and its 200 day moving average is $264.98.

Apple (NASDAQ:AAPL - Get Free Report) last announced its earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a return on equity of 159.94% and a net margin of 27.04%.Apple's revenue for the quarter was up 15.7% compared to the same quarter last year. During the same period last year, the company earned $2.40 EPS. Sell-side analysts forecast that Apple Inc. will post 8.52 EPS for the current year.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: iPhone momentum and share gains support revenue upside — reports say Apple reclaimed the top global smartphone slot in the March quarter, which underpins expectations for continued hardware-led top‑line strength. iPhone 17 shipment story
• Positive Sentiment: Services growth and App Store moves could lift recurring revenue — Services jumped ~14% Y/Y in fiscal Q1 and Apple rolled out a cheaper, 12‑month-commitment monthly subscription option to boost retention and ARPU. Services growth article App Store subscription change
• Positive Sentiment: Street upgrades and modest estimate bumps ahead of earnings — UBS and some analysts raised targets and Erste edged FY26 EPS forecasts up, increasing the bar for a beat/guide‑up reaction. UBS price target lift
• Neutral Sentiment: Scheduled earnings and macro prints are the immediate catalyst — Q2 results (Apr 30 after close) and April PCE/GDP/Fed commentary this week increase short‑term volatility and make the print the main market mover. Earnings and economic calendar preview
• Neutral Sentiment: CEO succession to John Ternus is being priced in — investors are parsing his engineering/product focus (longer-term positive) versus near‑term execution risk during the transition. Ternus CEO succession piece
• Negative Sentiment: Competition on AI-first phones (Qualcomm + OpenAI/MediaTek) is pressuring sentiment — reports that rivals are building AI-native chips have led to rotation into chipmakers and increased worry about Apple’s on‑device AI roadmap. Qualcomm/OpenAI competition
• Negative Sentiment: Regulatory/legal uncertainty on the App Store persists — Epic’s recent procedural win keeps the external‑payments environment unsettled, which could affect Services economics and developer relations. Epic Games / App Store legal update
• Negative Sentiment: Ongoing criticism that Apple lags on AI execution — multiple pieces argue Apple needs a visible AI breakthrough; that narrative is increasing downside risk if the earnings/guide don’t show clear AI monetization progress. Apple AI execution concern
• Negative Sentiment: Insider selling flagged — a recent SEC filing shows a sale by a senior finance executive, which can amplify short‑term nervousness even if the size is modest. SEC Form 4

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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