Personal CFO Solutions LLC Increases Stake in Apple Inc. $AAPL

Key Points

• Personal CFO Solutions LLC raised its Apple stake by 32.3% in Q4, acquiring an additional 34,322 shares to hold 140,740 shares worth $38.262 million, making Apple 6.1% of its portfolio and its second-largest position.
• Other large institutions — notably Norges Bank, Nuveen, Northern Trust and UBS AM — also increased or initiated sizable Apple positions, leaving institutional investors with about 67.73% ownership of the company.
• Insiders sold a total of 96,485 shares (~$24.6 million) in the past three months (including CEO Tim Cook), while analysts maintain a "Moderate Buy" consensus with an average target price of $303.06 after Apple’s recent earnings beat.

Personal CFO Solutions LLC raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 32.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 140,740 shares of the iPhone maker's stock after acquiring an additional 34,322 shares during the quarter. Apple makes up 6.1% of Personal CFO Solutions LLC's investment portfolio, making the stock its 2nd largest position. Personal CFO Solutions LLC's holdings in Apple were worth $38,262,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new position in Apple during the 2nd quarter valued at approximately $38,942,255,000. Nuveen LLC purchased a new stake in Apple in the 1st quarter worth approximately $17,472,482,000. Laurel Wealth Advisors LLC grew its position in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Northern Trust Corp increased its stake 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 valued at $42,918,365,000 after buying an additional 20,079,472 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Apple by 14.3% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker's stock valued at $26,220,566,000 after buying an additional 13,137,968 shares during the period. 67.73% of the stock is owned by institutional investors.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Company guidance and margin outlook remain constructive — Wall Street previews show Apple expecting ~13%–16% revenue growth and healthy gross margins for fiscal Q2, which supports the case for another beat when results arrive. Should You Buy, Sell, or Hold AAPL Stock Before Q2 Earnings?
• Positive Sentiment: iPhone momentum and supply-chain moves are boosting market share — reports note Apple claimed the top global smartphone spot in the March quarter, providing revenue upside and evidence the hardware cycle isn’t dead. Apple is defying a global smartphone slump
• Neutral Sentiment: Leadership change is front‑and‑center — John Ternus will become CEO in September; investors are parsing his product-first background and focus on services/AI as both an opportunity and a source of near-term uncertainty. Execution under new leadership will matter for sentiment but is a longer-term story. John Ternus, Apple’s new CEO, inherits a rebounding China business—and some messy headaches
• Neutral Sentiment: Big Tech earnings week and AI monetization themes raise expectations — analysts expect AI to drive cloud/ad/product revenue; that raises the bar for Apple to show credible AI product/monetization progress. Big Tech faces key earnings test on AI spending and cloud growth
• Negative Sentiment: Competitor moves (Qualcomm + OpenAI) spooked investors — reports that OpenAI is working with Qualcomm/MediaTek on AI-first smartphone chips lifted Qualcomm and raised fears Apple could lose an edge if it doesn’t move faster on on‑device AI. That rotation into chipmakers pressured AAPL sentiment today. Could This New AI Smartphone Compete With Apple? Qualcomm Shares Rise
• Negative Sentiment: Mounting narrative that Apple is lagging on AI execution — commentary and analyst pieces arguing Apple needs an AI breakthrough (and could be slow to integrate third‑party innovations) are feeding investor caution ahead of earnings. Apple Is Falling Behind in AI. Will a New CEO Revive Apple Stock?

Wall Street Analysts Forecast Growth

A number of analysts recently commented on AAPL shares. JPMorgan Chase & Co. raised their price target on Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a research note on Friday, January 30th. Phillip Securities raised shares of Apple from a "moderate sell" rating to a "hold" rating in a research report on Sunday, February 1st. UBS Group restated a "neutral" rating on shares of Apple in a report on Wednesday, March 4th. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a research report on Friday, January 30th. Finally, Evercore reaffirmed an "outperform" rating on shares of Apple in a research note on Monday, March 2nd. One research 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. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $303.06.

Insider Activity at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the firm's stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the transaction, the chief financial officer owned 13,366 shares of the company's stock, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the transaction, the chief executive officer owned 3,280,418 shares of the company's stock, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 96,485 shares of company stock valued at $24,594,845 in the last three months. Company insiders own 0.06% of the company's stock.

Apple Price Performance

Shares of AAPL stock opened at $267.50 on Tuesday. The stock has a market cap of $3.93 trillion, a price-to-earnings ratio of 33.82, a PEG ratio of 2.47 and a beta of 1.11. The business's fifty day moving average is $260.26 and its 200 day moving average is $264.76. Apple Inc. has a twelve month low of $193.25 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 announced 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. Apple had a return on equity of 159.94% and a net margin of 27.04%.The business had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. During the same quarter last year, the firm posted $2.40 earnings per share. The company's revenue for the quarter was up 15.7% on a year-over-year basis. Research analysts expect that Apple Inc. will post 8.52 EPS for the current fiscal year.

Apple Dividend Announcement

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

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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