Waldron Private Wealth LLC Cuts Position in Apple Inc. $AAPL

Waldron Private Wealth LLC trimmed its position in Apple Inc. (NASDAQ:AAPL) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,446 shares of the iPhone maker’s stock after selling 3,319 shares during the quarter. Apple accounts for approximately 1.2% of Waldron Private Wealth LLC’s portfolio, making the stock its 15th largest holding. Waldron Private Wealth LLC’s holdings in Apple were worth $30,570,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Sellwood Investment Partners LLC raised its stake in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management purchased a new position in shares of Apple in the 4th quarter valued at $65,000. HFM Investment Advisors LLC purchased a new stake in shares of Apple during the 1st quarter valued at about $99,000. Finally, Miller Global Investments LLC purchased a new stake in shares of Apple during the 4th quarter valued at about $127,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.

More Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple joined industry AI/cybersecurity initiatives (Project Glasswing), partnering with Anthropic, Broadcom, Microsoft, Amazon and others — a signal that Apple is deepening enterprise and AI-security ties that could boost enterprise adoption and strengthen its AI roadmap. Anthropic Teams With Apple, Microsoft And Nvidia To Test Latest Cybersecurity Tech
• Positive Sentiment: Hardware demand remains robust — recent reports highlight record iPhone sales and strong iPhone 17 demand, supporting revenue and margins and underpinning services growth that cushions the business when device timelines slip. Apple’s (AAPL) iPhone Sales Continue to Surge Worldwide
• Positive Sentiment: Product strategy diversification: analysts point to MacBook Neo (budget laptop) and Mac Mini demand as incremental growth drivers — Bank of America highlights the Neo as a market-expanding catalyst that could strengthen Apple’s ecosystem and recurring revenue funnel. Apple MacBook Neo could expand market reach, says Bank of America
• Neutral Sentiment: Market sentiment indicator: traders on crypto prediction market Polymarket are betting Apple will trade above $250 by April 30 — a short-term sentiment data point that suggests trader confidence but has limited predictive power for fundamentals. Crypto markets predict Apple’s (AAPL) stock price for April 30, 2026
• Neutral Sentiment: Wall Street views mixed: some firms (Evercore) remain constructive while others (UBS) stay neutral as App Store growth moderates — analyst commentary is keeping volatility high but hasn’t produced a clear consensus shift. Wall Street analyst updates Apple (AAPL) stock price
• Negative Sentiment: Foldable iPhone engineering snags: multiple reports (Nikkei/Reuters coverage) say Apple has encountered hinge and screen durability issues that could delay mass production — that removes a potential near-term hardware catalyst and triggered the largest negative reaction today. Apple’s foldable iPhone encounters engineering snags, faces potential shipment delays
• Negative Sentiment: China legal/regulatory hit: a ruling upholding local AI patents against Apple (Xiao‑I) raises the risk of injunctions, licensing costs or product feature limits in China — a material regional headwind given the market’s importance. Xiao-I (AIXI) Stock Explodes Over 500% Following Major Chinese Supreme Court Victory Against Apple

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on AAPL shares. Raymond James Financial restated a “market perform” rating on shares of Apple in a report on Friday, January 2nd. Bank of America dropped their price objective on Apple from $325.00 to $320.00 and set a “buy” rating on the stock in a report on Monday, March 23rd. Stifel Nicolaus set a $330.00 target price on shares of Apple in a research report on Monday, March 2nd. Oppenheimer reissued a “market perform” rating on shares of Apple in a research report on Friday, January 30th. Finally, Phillip Securities raised shares of Apple from a “moderate sell” rating to a “hold” rating in a research report on Sunday, February 1st. One investment analyst has 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 company. According to MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and a consensus target price of $301.23.

Apple Trading Down 2.1%

Apple stock opened at $253.50 on Wednesday. The stock has a market capitalization of $3.72 trillion, a PE ratio of 32.05, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11. Apple Inc. has a 12-month low of $169.21 and a 12-month high of $288.62. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94. The firm has a 50 day simple moving average of $260.64 and a 200-day simple moving average of $263.76.

Apple (NASDAQ:AAPL) last posted its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.17. The firm had revenue of $143.76 billion during the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The company’s revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the business posted $2.40 EPS. As a group, equities research analysts expect that Apple Inc. will post 7.28 EPS for the current fiscal year.

Apple Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were issued a dividend of $0.26 per share. The ex-dividend date was Monday, February 9th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Apple’s payout ratio is 13.15%.

Insider Buying and Selling

In other news, SVP Deirdre O’brien sold 30,002 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total transaction of $7,661,010.70. Following the completion of the transaction, the senior vice president owned 136,810 shares of the company’s stock, valued at approximately $34,934,433.50. This represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Timothy D. Cook sold 64,949 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total transaction of $16,511,984.27. Following the transaction, the chief executive officer directly owned 3,280,418 shares of the company’s stock, valued at $833,980,668.14. This represents a 1.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.06% of the stock is owned by insiders.

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.