Apple Inc. $AAPL Shares Sold by Westmount Partners LLC

Westmount Partners LLC cut its position in shares of Apple Inc. (NASDAQ:AAPL) by 2.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 159,653 shares of the iPhone maker’s stock after selling 4,190 shares during the quarter. Apple accounts for 10.6% of Westmount Partners LLC’s portfolio, making the stock its biggest holding. Westmount Partners LLC’s holdings in Apple were worth $40,783,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capstone Wealth Management LLC lifted 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 purchasing an additional 42 shares during the period. Baker Boyer National Bank increased its holdings in Apple by 0.3% in the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock valued at $3,695,000 after buying an additional 47 shares during the period. Beddow Capital Management Inc. raised its stake in shares of Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after buying an additional 47 shares in the last quarter. Red Tortoise LLC lifted its holdings in shares of Apple by 0.9% during the 2nd quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock worth $1,173,000 after acquiring an additional 49 shares during the period. Finally, SigFig Wealth Management LLC boosted its position in shares of Apple by 2.8% during the 2nd quarter. SigFig Wealth Management LLC now owns 1,830 shares of the iPhone maker’s stock valued at $368,000 after acquiring an additional 50 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Phillip Securities lowered shares of Apple from a “hold” rating to a “moderate sell” rating and set a $200.00 price target for the company. in a research report on Thursday, September 11th. Wells Fargo & Company set a $300.00 target price on Apple and gave the stock an “overweight” rating in a report on Friday, October 31st. Loop Capital restated a “buy” rating and set a $325.00 target price (up previously from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. Argus set a $325.00 price objective on Apple and gave the stock a “buy” rating in a research note on Friday, October 31st. Finally, Evercore ISI reissued an “outperform” rating and set a $325.00 price objective (up from $300.00) on shares of Apple in a report on Monday, December 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $283.92.

Insiders Place Their Bets

In related news, CFO Kevan Parekh sold 4,199 shares of the firm’s stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total value of $1,038,790.61. Following the completion of the sale, the chief financial officer owned 8,765 shares of the company’s stock, valued at $2,168,373.35. This trade represents a 32.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Timothy D. Cook sold 129,963 shares of the company’s stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $256.81, for a total value of $33,375,798.03. Following the transaction, the chief executive officer directly owned 3,280,295 shares in the company, valued at approximately $842,412,558.95. This represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 228,052 shares of company stock valued at $58,604,588 over the last quarter. Company insiders own 0.06% of the company’s stock.

Apple Price Performance

Shares of AAPL stock opened at $273.76 on Tuesday. The stock’s fifty day moving average is $272.77 and its 200-day moving average is $242.85. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89. The stock has a market capitalization of $4.05 trillion, a PE ratio of 36.65, a PEG ratio of 2.56 and a beta of 1.10. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings results on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.74 by $0.11. Apple had a return on equity of 164.05% and a net margin of 26.92%.The business had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. During the same period in the previous year, the business posted $1.64 earnings per share. The firm’s revenue for the quarter was up 8.7% compared to the same quarter last year. Equities research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were paid a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, November 10th. Apple’s dividend payout ratio is 13.92%.

Key Headlines Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Company guidance and holiday-quarter commentary point to a rebound: analysts and reporters say Apple is positioned to return to double‑digit revenue growth in fiscal 2026 driven by iPhone strength and Services — a near-term earnings/growth catalyst. Apple Is Likely to Return to Double-Digit Revenue Growth in Fiscal 2026 — and the Stock Looks Like a Buy
• Positive Sentiment: Wall Street momentum: several firms have issued recent upgrades and higher price targets (median ~$305; notable raises from Morgan Stanley, Citi and others), supporting further upside expectations. Apple Inc. Stock (AAPL) Opinions on AI Model Release and Regulatory Updates
• Positive Sentiment: Market narratives favor Apple as a distribution-first beneficiary of the AI cycle: analysts and screens highlight Apple’s strong installed base, iPhone sales and Services as durable revenue drivers even as AI monetization ramps more slowly. 5 Stocks Set to Start Strong in January and Lead Through 2026 (AAPL)
• Neutral Sentiment: Sector rotation: coverage notes a shift from AI infrastructure to application-layer winners; Apple is discussed as an “AI outlier” that may monetize differently (distribution & services rather than heavy model capex). This is a medium-term story rather than an immediate earnings surprise. The Application-Layer Rotation: 3 AI Pure Plays Poised to Win in 2026
• Neutral Sentiment: Macro/“Mag 7” debate remains active: TV coverage and analysts (Wedbush, CNBC) are differentiating winners and losers inside the largest tech names; that dispersion can keep AAPL volatile but also create buying opportunities. Wedbush’s Dan Ives talk top tech names to own heading into 2026
• Negative Sentiment: Insider selling is notable: recent data show multiple insider sales (including C‑suite) and no purchases in the period summarized, which can weigh on sentiment even if sales are often for personal reasons. Apple Inc. Stock (AAPL) Opinions on AI Model Release and Regulatory Updates
• Negative Sentiment: Institutional position changes are mixed: some large holders (e.g., an extreme removal by one firm and Berkshire trimming) offset big additions by others (UBS, JPMorgan), adding supply/demand uncertainty. Apple Inc. Stock (AAPL) Opinions on AI Model Release and Regulatory Updates

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.