Jamison Private Wealth Management Inc. Has $34.23 Million Position in Apple Inc. $AAPL

Jamison Private Wealth Management Inc. increased its stake in shares of Apple Inc. (NASDAQ:AAPL) by 14.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 134,414 shares of the iPhone maker’s stock after acquiring an additional 17,467 shares during the quarter. Apple comprises approximately 4.3% of Jamison Private Wealth Management Inc.’s holdings, making the stock its 2nd largest holding. Jamison Private Wealth Management Inc.’s holdings in Apple were worth $34,226,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. raised its holdings in shares of Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker’s stock worth $290,506,933,000 after buying an additional 15,141,995 shares in the last quarter. State Street Corp raised its position in Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker’s stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC raised its holdings in Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker’s stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the last quarter. Kingstone Capital Partners Texas LLC boosted its stake in shares of Apple by 573,627.2% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after purchasing an additional 205,656,808 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Apple during the 2nd quarter worth approximately $38,942,255,000. 67.73% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Robert W. Baird set a $300.00 target price on Apple in a research note on Friday, October 31st. DZ Bank upgraded shares of Apple from a “hold” rating to a “buy” rating and set a $300.00 price objective for the company in a report on Tuesday, November 4th. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a research report on Wednesday, December 3rd. Wells Fargo & Company set a $300.00 price target on shares of Apple and gave the company an “overweight” rating in a report on Friday, October 31st. Finally, Melius raised their price objective on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Two 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 stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $283.92.

Apple Stock Performance

NASDAQ AAPL opened at $273.00 on Wednesday. The firm has a market capitalization of $4.03 trillion, a P/E ratio of 36.55, a price-to-earnings-growth ratio of 2.56 and a beta of 1.10. The company has a current ratio of 0.89, a quick ratio of 0.86 and a debt-to-equity ratio of 1.06. The firm’s fifty day moving average price is $272.98 and its two-hundred day moving average price is $243.39. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share 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 analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the business earned $1.64 EPS. As a group, research analysts anticipate that Apple Inc. will post 7.28 EPS for the current year.

Apple Dividend Announcement

The company also recently announced 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. 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 (DPR) is 13.92%.

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and bull case: multiple firms lifted targets and reiterations point to upside from iPhone strength, services growth and potential AI monetization in 2026 — some price targets sit well above the current price, supporting a constructive view. Why Apple Might Attract More of an AI Multiple in 2026
• Positive Sentiment: Buybacks & revenue outlook: Apple’s large 2025 buyback program and guidance point to improving EPS and a return to stronger revenue growth into fiscal 2026, which supports valuation and long‑term upside. Apple Is Likely to Return to Double-Digit Revenue Growth
• Neutral Sentiment: Options & range trading: Traders note AAPL has been rangebound; some market participants are generating income via selling out‑of‑the‑money puts (a neutral/constructive tactical trade if you expect limited near‑term downside). Shorting Puts Is The Best Play
• Neutral Sentiment: AI rotation theme: Market commentary highlights a shift from AI infrastructure to application‑layer winners; Apple is positioned as a distribution‑first player but is viewed as a later AI monetizer rather than an early infrastructure spender. The Application-Layer Rotation
• Negative Sentiment: Siri/AI execution concerns: Reporting says Apple missed a planned Siri generative‑AI update and faces perceptions of lagging rivals — this heightens investor worry that Apple must deliver compelling AI features to drive upgrades and multiple expansion. Apple needs to deliver an AI-charged Siri
• Negative Sentiment: Cautionary research and insider/large‑holder selling: Critical takes argue limited near‑term growth, and reporting shows significant sales by insiders and reductions by Berkshire/Buffett — both can weigh on sentiment and create selling pressure. The 76-Year-Old Reason Why Buffett Has Been Selling Apple & QuiverQuant insider/flow summary
• Negative Sentiment: Bearish/valuation concerns: Some articles warn limited upside near term and urge caution on growth expectations given heavy competition in AI and elevated multiples. Apple: Don’t Expect Much Growth Here

Insider Buying and Selling at Apple

In other news, CEO Timothy D. Cook sold 129,963 shares of the stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $256.81, for a total transaction of $33,375,798.03. Following the sale, the chief executive officer directly owned 3,280,295 shares of the company’s stock, valued at approximately $842,412,558.95. This represents a 3.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Deirdre O’brien sold 43,013 shares of the firm’s stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $257.39, for a total value of $11,071,116.07. Following the completion of the transaction, the senior vice president owned 136,687 shares in the company, valued at $35,181,866.93. The trade was a 23.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 228,052 shares of company stock worth $58,604,588 in the last 90 days. Company insiders own 0.06% of the company’s stock.

Apple Company 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.