Apple Inc. $AAPL Stock Holdings Boosted by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 3.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 74,351 shares of the iPhone maker’s stock after acquiring an additional 2,812 shares during the period. Apple makes up 2.7% of FSM Wealth Advisors LLC’s portfolio, making the stock its 11th biggest position. FSM Wealth Advisors LLC’s holdings in Apple were worth $18,932,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ryan Investment Management Inc. acquired a new position in shares of Apple during the second quarter valued at $31,000. ROSS JOHNSON & Associates LLC lifted its holdings in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after purchasing an additional 180 shares during the period. Nexus Investment Management ULC grew its position in 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 buying an additional 200 shares in the last quarter. LSV Asset Management bought a new position in Apple in the 4th quarter valued at about $65,000. Finally, Morgan Dempsey Capital Management LLC increased its stake in Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock valued at $88,000 after buying an additional 125 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AAPL has been the subject of a number of research analyst reports. DA Davidson upped their price target on shares of Apple from $250.00 to $270.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Bank of America boosted their target price on Apple from $270.00 to $320.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Wedbush set a $350.00 price target on Apple and gave the company an “outperform” rating in a research note on Monday, December 8th. Jefferies Financial Group reissued a “hold” rating and issued a $283.36 price objective on shares of Apple in a research note on Wednesday, December 17th. Finally, Citigroup restated a “buy” rating and issued a $330.00 price objective (up previously from $315.00) on shares of Apple in a report on Tuesday, December 9th. 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $283.92.

Apple Stock Performance

Shares of AAPL opened at $259.04 on Friday. The company has a 50-day moving average of $273.06 and a two-hundred day moving average of $246.09. The stock has a market cap of $3.83 trillion, a price-to-earnings ratio of 34.68, a PEG 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 Inc. has a one year low of $169.21 and a one year 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 net margin of 26.92% and a return on equity of 164.05%. The business had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. During the same quarter in the previous year, the business earned $1.64 earnings per share. The firm’s revenue was up 8.7% compared to the same quarter last year. On average, equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current year.

Apple Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 13th. Stockholders of record on Monday, November 10th were issued a $0.26 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s dividend payout ratio is presently 13.92%.

Key Stories Impacting 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

Insider Buying and Selling at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the completion of the sale, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This trade represents a 19.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Kevan Parekh sold 4,199 shares of the company’s stock in a transaction dated 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 transaction, the chief financial officer owned 8,765 shares in the company, valued at $2,168,373.35. This represents a 32.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.06% of the company’s stock.

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.