Apple Inc. $AAPL Shares Purchased by Founders Grove Wealth Partners LLC

Founders Grove Wealth Partners LLC boosted its position in shares of Apple Inc. (NASDAQ:AAPLFree Report) by 8.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 31,657 shares of the iPhone maker’s stock after acquiring an additional 2,586 shares during the period. Apple accounts for about 1.9% of Founders Grove Wealth Partners LLC’s portfolio, making the stock its 17th biggest holding. Founders Grove Wealth Partners LLC’s holdings in Apple were worth $8,061,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Ryan Investment Management Inc. purchased a new position in Apple in the second quarter valued at $31,000. ROSS JOHNSON & Associates LLC boosted its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. Nexus Investment Management ULC increased its holdings in shares of Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares during the last quarter. LSV Asset Management purchased a new position in shares of Apple in the 4th quarter valued at about $65,000. Finally, Morgan Dempsey Capital Management LLC raised its position in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after acquiring an additional 125 shares in the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Apple

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction that occurred on Thursday, October 16th. The stock was sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the completion of the sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This trade represents a 32.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion of the transaction, the insider owned 15,098 shares in the company, valued at $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.06% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

AAPL has been the subject of a number of research analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. DA Davidson boosted their price objective on shares of Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. Cowen restated a “buy” rating on shares of Apple in a report on Monday, October 27th. Wells Fargo & Company set a $300.00 target price on shares of Apple and gave the company an “overweight” rating in a research report on Friday, October 31st. Finally, Seaport Res Ptn upgraded shares of Apple to a “strong-buy” rating in a research note on Wednesday, October 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $283.92.

Check Out Our Latest Stock Report on AAPL

Apple Stock Down 0.5%

AAPL stock opened at $259.04 on Friday. The company has a fifty day moving average price of $273.06 and a 200 day moving average price of $246.09. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market cap of $3.83 trillion, a price-to-earnings ratio of 34.68, a price-to-earnings-growth ratio of 2.44 and a beta of 1.09. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86.

Apple (NASDAQ:AAPLGet Free Report) last issued its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. The company had revenue of $102.47 billion for the quarter, compared to the consensus estimate of $101.65 billion. Apple had a net margin of 26.92% and a return on equity of 164.05%. Apple’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same period last year, the firm posted $1.64 EPS. Sell-side analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Dividend Announcement

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

Trending Headlines about Apple

Here are the key news stories impacting Apple this week:

  • Positive Sentiment: JPMorgan will replace Goldman Sachs as the issuer of the Apple Card — a strategic shift that should steady the card program, reduce Apple’s partner execution risk and align the product with a larger credit-card platform (transition may take up to 24 months). JPMorgan Chase becomes the new issuer of the Apple Card
  • Positive Sentiment: Apple is expanding its financial-services ecosystem with JPMorgan, which supports Apple’s Services strategy (recurring revenue and deeper device engagement) and could modestly boost Services growth over time. Apple Taps JPMorgan Chase to Expand Its Financial Services Ecosystem
  • Positive Sentiment: Bullish analyst commentary and investor pieces highlight Apple’s Services, cash flow and “Apple Intelligence” roadmap as catalysts for upgrades and device refresh cycles ahead. These narratives support a longer-term bullish case despite near-term volatility. Apple Keeps Winning With Services, Cash, And Customer Loyalty
  • Neutral Sentiment: Leadership chatter: reports name engineering chief John Ternus as a frontrunner to succeed Tim Cook — a governance story that could influence investor confidence but is not an immediate operational catalyst. Apple’s John Ternus Could Be Tim Cook’s Successor as CEO
  • Neutral Sentiment: CES coverage shows PC makers (Dell, HP, Lenovo) pushing new laptop innovations — not directly impacting Apple’s Mac demand yet, but worth monitoring for competitive product trends. All the laptops that caught our eye at CES 2026 – Engadget
  • Negative Sentiment: Alphabet briefly surpassed Apple in market capitalization as investors reward AI exposure (Gemini/AI strength). That rotation into AI leaders is putting near-term pressure on Apple stock and investor positioning. Alphabet’s market cap surpasses Apple’s for first time since 2019
  • Negative Sentiment: Bearish takes and valuation concerns (articles urging caution or sell calls) are circulating — these reinforce sensitivity to near-term multiple compression if growth or AI positioning disappoints. Apple: Time To Get Out

Apple Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPLFree Report).

Institutional Ownership by Quarter for Apple (NASDAQ:AAPL)

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