WESPAC Advisors SoCal LLC Has $19.55 Million Stake in Apple Inc. $AAPL

Key Points

• WESPAC Advisors SoCal LLC raised its Apple stake by 5.1% to 71,895 shares, now worth $19.545 million and representing roughly 3.9% of the firm's portfolio as its fourth‑largest holding.
• Apple topped quarterly estimates with $2.84 EPS (vs. $2.67 expected) and revenue of $143.76 billion, a 15.7% year‑over‑year revenue gain and strong margins reported for the quarter.
• Near‑term catalysts include plans to add paid ads to Apple Maps and AI-focused announcements at WWDC (standalone Siri/"Ask Siri"), while analysts remain mostly positive with a consensus rating of "Moderate Buy" and a price target near $297.58.

WESPAC Advisors SoCal LLC increased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 71,895 shares of the iPhone maker's stock after purchasing an additional 3,471 shares during the period. Apple makes up approximately 3.9% of WESPAC Advisors SoCal LLC's portfolio, making the stock its 4th biggest holding. WESPAC Advisors SoCal LLC's holdings in Apple were worth $19,545,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of AAPL. Reyes Financial Architecture Inc. increased its holdings in shares of Apple by 0.4% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock worth $2,520,000 after buying an additional 37 shares during the last quarter. American Alpha Advisors LLC lifted its holdings in shares of Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock worth $293,000 after acquiring an additional 41 shares during the last quarter. Capstone Wealth Management LLC grew its position in Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock worth $2,174,000 after acquiring an additional 42 shares in the last quarter. Seven Springs Wealth Group LLC grew its position in Apple by 0.3% in the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock worth $3,934,000 after acquiring an additional 42 shares in the last quarter. Finally, Avant Capital LLC increased its stake in Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock valued at $1,226,000 after acquiring an additional 43 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Apple Stock Up 0.1%

Shares of NASDAQ:AAPL opened at $251.64 on Wednesday. The stock's 50-day moving average is $260.62 and its 200 day moving average is $262.53. The company has a market cap of $3.69 trillion, a PE ratio of 31.81, a P/E/G ratio of 2.24 and a beta of 1.10. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL - Get Free Report) last released 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 business 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 business's revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $2.40 EPS. Sell-side analysts anticipate that Apple Inc. will post 7.28 EPS for the current 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 $0.26 dividend. The ex-dividend date was Monday, February 9th. This represents a $1.04 annualized dividend and a yield of 0.4%. Apple's payout ratio is 13.15%.

Wall Street Analysts Forecast Growth

AAPL has been the topic of a number of research reports. Phillip Securities upgraded Apple from a "moderate sell" rating to a "hold" rating in a research report on Sunday, February 1st. JPMorgan Chase & Co. increased their price objective on Apple from $315.00 to $325.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. Stifel Nicolaus set a $330.00 price objective on Apple in a report on Monday, March 2nd. Sanford C. Bernstein restated an "outperform" rating on shares of Apple in a research report on Wednesday, March 4th. Finally, CLSA upped their target price on Apple from $265.00 to $330.00 and gave the stock an "outperform" rating in a research note on Friday, December 5th. One 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 assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $297.58.

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple launched "Apple Business" and confirmed it will add paid search ads to Apple Maps in the U.S. and Canada this summer — a direct services-monetization path that could boost recurring revenue and margins. Apple to bring paid ads to maps to US, Canada this summer
• Positive Sentiment: Management set WWDC for June 8 and is publicly teasing “AI advancements” (standalone Siri/Ask Siri), reinforcing Apple’s positioning in on-device and ecosystem AI — a strategic catalyst for services, devices and developer engagement. Apple sets June date for WWDC 2026, teasing “AI advancements”
• Positive Sentiment: Reports that Apple is testing a standalone Siri app and “Ask Siri” feature (iOS 27 / cross‑device) and rolling AI capabilities into new hardware (AirPods Max 2’s Apple Intelligence) support a narrative of higher engagement and potential Services upside. Apple Developing Independent Siri Application Ahead of WWDC 2025
• Positive Sentiment: Surveys and analyst notes point to strong iPhone upgrade intent for 2026 and Morgan Stanley reaffirmed an overweight stance — evidence that hardware momentum could continue to underwrite revenue and ecosystem monetization. Morgan Stanley survey shows record upgrade interest for Apple’s iPhones
• Positive Sentiment: Legal update: a U.S. trade tribunal found the latest Apple Watch models do not infringe Masimo patents — removing an immediate import ban risk and protecting wearables revenue in the U.S. while litigation continues. Apple Watch Ruling Keeps Key Revenue Stream Intact For Investors
• Neutral Sentiment: Bank of America trimmed its price target slightly (from $325 to $320) but kept a Buy stance; analysts remain split on near‑term valuation despite bullish medium‑term targets, keeping sentiment mixed. Bank of America revamps Apple price target
• Neutral Sentiment: Macro/market context: tech earnings strength (and analyst upgrades) supports a longer-term bullish case, but sector rotation and valuation debates keep AAPL rangebound near its 50/200‑day moving averages. Apple Stock Performance
• Negative Sentiment: China headwinds: CAICT data show foreign‑branded phone shipments in China (including iPhone) fell 7.7% year‑over‑year in February — a near‑term demand risk in a critical market. February shipments of foreign-branded phones in China fall 7.7% from a year ago
• Negative Sentiment: Regulatory and competitive risks persist in Europe (AI/ads scrutiny, content/platform disputes) — these could lengthen time to monetize new services and invite policy costs. EU Broadcasters Target Alphabet, Amazon, Apple Over Smart TV and AI Control

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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