My Personal CFO LLC Reduces Stock Holdings in Apple Inc. $AAPL

My Personal CFO LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL) by 90.1% during the third quarter, Holdings Channel reports. The firm owned 5,510 shares of the iPhone maker’s stock after selling 50,199 shares during the period. My Personal CFO LLC’s holdings in Apple were worth $1,403,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Kingstone Capital Partners Texas LLC grew its holdings in shares of Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock worth $39,065,374,000 after purchasing an additional 205,656,808 shares during the last quarter. Norges Bank purchased a new stake in shares of Apple in the 2nd quarter valued at about $38,942,255,000. Nuveen LLC purchased a new position in Apple during the 1st quarter worth approximately $17,472,482,000. PKS Advisory Services LLC increased its position in Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker’s stock worth $12,106,000 after buying an additional 57,898,088 shares during the period. Finally, Laurel Wealth Advisors LLC lifted its stake in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock valued at $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on AAPL shares. Wedbush restated an “outperform” rating and set a $350.00 target price on shares of Apple in a research report on Monday, January 12th. Seaport Res Ptn raised shares of Apple to a “strong-buy” rating in a research report on Wednesday, October 1st. Sanford C. Bernstein set a $325.00 target price on shares of Apple in a report on Monday, November 3rd. CLSA raised their price target on Apple from $265.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. Finally, Morgan Stanley restated an “overweight” rating and issued a $315.00 price target (up previously from $305.00) on shares of Apple in a research report on Wednesday, December 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Apple currently has an average rating of “Moderate Buy” and an average price target of $284.07.

Apple Stock Performance

Shares of AAPL stock opened at $255.53 on Friday. 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 stock has a 50 day simple moving average of $271.79 and a 200-day simple moving average of $248.48. The company has a market cap of $3.76 trillion, a price-to-earnings ratio of 34.21, a price-to-earnings-growth ratio of 2.42 and a beta of 1.09. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62.

Apple (NASDAQ:AAPL) last announced its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.74 by $0.11. The firm had revenue of $102.47 billion for the quarter, compared to analyst estimates of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.During the same quarter in the prior year, the company posted $1.64 earnings per share. Apple’s quarterly revenue was up 8.7% on a year-over-year basis. On average, equities analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Apple Announces Dividend

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

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple’s long-term AI strategy shifted toward a major deal with Google’s Gemini to power the next-generation Siri and Apple Intelligence — a faster route to competitive AI features that could boost services engagement and stickiness. Read More.
• Positive Sentiment: Apple TV+ is showing momentum and is highlighted as a growing threat to Netflix, which supports the case for accelerating services revenue and margin diversification beyond hardware. Read More.
• Neutral Sentiment: Apple remains a core holding inside mega-cap / AI-heavy ETFs that outperformed in 2025; that structural demand supports liquidity and index flows but isn’t a direct company-specific catalyst. Read More.
• Neutral Sentiment: Proposed U.S. bill to expand veteran training in emerging tech names Apple among potential beneficiaries (more skilled talent in semiconductors/AI over time) — long-term, indirect. Read More.
• Negative Sentiment: India issued a final warning that it will proceed with an antitrust case after delays in Apple’s responses — a move that raises regulatory and large‑fine risk in a key market. That adds tangible downside risk to investor sentiment. Read More.
• Negative Sentiment: Cathie Wood’s ARK and other commentators argue Apple’s reliance on Google for core AI models signals strategic weakness — this critique is amplifying short‑term sell‑side debate about Apple’s independence on AI and could pressure the stock. Read More.
• Negative Sentiment: Memory and storage price spikes are creating headwinds for hardware makers; rising component costs could compress iPhone and Mac margins if Apple cannot fully pass them through. Read More.

Insider Activity at Apple

In related news, insider Chris Kondo sold 3,752 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the sale, the insider owned 15,098 shares of the company’s stock, valued at approximately $4,095,030.54. The trade was a 19.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.06% of the stock is owned by company insiders.

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.