Mosaic Family Wealth Partners LLC Grows Stock Holdings in Apple Inc. $AAPL

Mosaic Family Wealth Partners LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL) by 5.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,408 shares of the iPhone maker’s stock after acquiring an additional 3,933 shares during the period. Apple makes up 1.9% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 11th biggest position. Mosaic Family Wealth Partners LLC’s holdings in Apple were worth $18,376,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in AAPL. Reyes Financial Architecture Inc. raised its position in Apple by 0.4% in the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker’s stock valued at $2,520,000 after purchasing an additional 37 shares during the period. WESPAC Advisors LLC boosted its position in shares of Apple by 0.3% in the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker’s stock worth $3,351,000 after buying an additional 39 shares during the period. Interactive Financial Advisors Inc. grew its stake in shares of Apple by 4.0% in the fourth quarter. Interactive Financial Advisors Inc. now owns 1,051 shares of the iPhone maker’s stock valued at $286,000 after buying an additional 40 shares in the last quarter. Sugar Maple Asset Management LLC grew its stake in shares of Apple by 2.0% in the first quarter. Sugar Maple Asset Management LLC now owns 2,029 shares of the iPhone maker’s stock valued at $515,000 after buying an additional 40 shares in the last quarter. Finally, Orion Investment Co raised its holdings in shares of Apple by 0.3% during the 4th quarter. Orion Investment Co now owns 14,354 shares of the iPhone maker’s stock valued at $3,902,000 after buying an additional 41 shares during the period. Hedge funds and other institutional investors own 67.73% of the company’s stock.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple reportedly plans a major overhaul of its Mac lineup to meet demand for AI-powered computers, with new versions of every Mac product expected. That could support future hardware upgrades and help Apple participate more directly in the AI spending cycle. Apple Plans To Overhaul Computers to Meet AI Demand
• Positive Sentiment: Apple is also set to launch a new “Apple Upgrade” device leasing program with Klarna, which could make iPhones, Macs, iPads and Apple Watches easier to finance and potentially lift replacement demand. Apple to launch ‘Upgrade’ device leasing program to spur sales, Bloomberg News reports
• Positive Sentiment: Several commentators remain constructive on Apple’s long-term momentum, arguing the company’s ecosystem, pricing power and upcoming product cycle still support the stock despite recent volatility. Why Apple (AAPL) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Samsung’s new foldable launches and rising prices highlight the competitive pressure in premium mobile devices, while also signaling that Apple’s expected entry into foldables is increasingly on investors’ radar. Samsung unveils wider foldable phone, hikes prices as chip costs rise
• Neutral Sentiment: Apple remains a top-market-cap stock and is trading near peak valuations, which keeps sentiment mixed heading into earnings and makes the shares more sensitive to any disappointment. Is Apple stock overvalued? Here’s what AlphaSpace valuation metrics say.
• Negative Sentiment: Apple lost a key court bid in its Masimo dispute, leaving a $634 million Apple Watch patent verdict in place. That legal overhang is a direct negative for sentiment because it preserves a costly judgment and keeps the litigation risk alive. Apple Fails to Overturn $634 Million Masimo Verdict
• Negative Sentiment: Some investors and analysts are warning that Apple’s stock has become expensive after a strong run, which is pressuring the shares as traders lock in gains ahead of earnings. The Risk in Apple’s Stock That Nobody Is Talking About

Insider Buying and Selling at Apple

In other news, insider Ben Borders sold 116 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the sale, the insider owned 38,713 shares in the company, valued at approximately $11,425,754.82. This represents a 0.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on AAPL shares. UBS Group set a $365.00 price target on Apple in a research report on Tuesday. Barclays reiterated an “underweight” rating on shares of Apple in a research note on Tuesday, June 9th. Rosenblatt Securities reissued a “neutral” rating and set a $276.00 target price on shares of Apple in a research report on Tuesday, June 9th. Monness Crespi & Hardt raised their price target on shares of Apple from $315.00 to $335.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Apple in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $325.71.

Apple Stock Performance

Apple stock opened at $325.89 on Thursday. Apple Inc. has a 52 week low of $201.50 and a 52 week high of $334.99. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70. The stock has a market cap of $4.79 trillion, a P/E ratio of 39.41, a price-to-earnings-growth ratio of 2.83 and a beta of 1.10. The stock has a 50 day moving average of $305.49 and a 200-day moving average of $278.27.

Apple (NASDAQ:AAPL) last issued its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business’s revenue was up 16.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.65 earnings per share. On average, analysts expect that Apple Inc. will post 8.76 EPS for the current fiscal year.

Apple Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were given a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, May 11th. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is presently 13.06%.

About Apple

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.