Icon Wealth Advisors LLC Has $34.58 Million Stock Holdings in Apple Inc. $AAPL

Posted by Hanz Christensen on Jun 15th, 2026

Icon Wealth Advisors LLC boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 127,299 shares of the iPhone maker’s stock after buying an additional 7,855 shares during the quarter. Apple makes up about 2.3% of Icon Wealth Advisors LLC’s portfolio, making the stock its 11th biggest position. Icon Wealth Advisors LLC’s holdings in Apple were worth $34,576,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of AAPL. Isthmus Partners LLC raised its position in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after buying an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC grew its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC grew its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management bought a new position in Apple in the fourth quarter valued at approximately $65,000. Finally, Timmons Wealth Management LLC bought a new position in Apple in the fourth quarter valued at approximately $69,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

AAPL stock opened at $291.13 on Monday. 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 firm has a market capitalization of $4.28 trillion, a PE ratio of 35.20, a PEG ratio of 2.53 and a beta of 1.09. Apple Inc. has a 1-year low of $195.07 and a 1-year high of $317.40. The business’s 50 day simple moving average is $285.64 and its 200 day simple moving average is $272.25.

Apple (NASDAQ:AAPL – Get Free Report) last posted its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.The firm’s revenue was up 16.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.65 EPS. As a group, research analysts anticipate that Apple Inc. will post 8.75 EPS for the current year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, May 11th. This is a boost from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is presently 13.06%.

More Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple’s Services business posted record revenue in the fiscal second quarter, supported by ecosystem growth, AI-related updates, and its huge installed device base. Apple Continues to Expand Services Business: What’s the Path Ahead?
Positive Sentiment: Several commentators said Apple still has strong fundamentals, including a solid balance sheet, loyal customer base, and products investors continue to love, which supports the long-term bull case. Jim Cramer on Apple: “It Still Has Products We All Love”
Positive Sentiment: Analysts at Erste Group Bank raised their earnings estimates for Apple, signaling expectations for steady profit growth over the next two fiscal years. Apple earnings estimate update
Neutral Sentiment: Apple’s WWDC announcements showed a clearer AI roadmap, including next-generation Siri features and device software updates, but the market appears to be waiting for stronger evidence that these changes will drive meaningful revenue growth. Apple Unveils Siri AI. Here’s Why It’s Not Impressing Investors
Neutral Sentiment: Some coverage suggested Apple’s AI launch could help the stock over time, but it may take more than Siri upgrades alone to restore investor enthusiasm. Apple Just Gave Investors a Glimpse of Is AI Future at WWDC. It May Take More to Revive AAPL Stock.
Negative Sentiment: Investors are worried Apple’s AI ambitions are colliding with a memory-cost crunch, creating pricing pressure that could weigh on margins. Apple Faces a No-Win Pricing Dilemma. Should Investors Be Worried?
Negative Sentiment: Multiple reports say the market was disappointed that Apple’s Siri AI reveal did not feel like a big enough breakthrough to justify a sharper rerating of the stock. Apple’s AI News Underwhelms. Siri AI Release Concerns Persist.

Insiders Place Their Bets

In other Apple news, SVP Deirdre O’brien sold 30,002 shares of the company’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, the senior vice president directly owned 136,810 shares of the company’s stock, valued at $34,934,433.50. This represents a 17.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ben Borders sold 1,274 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 97,759 shares of company stock valued at $24,964,305 over the last 90 days. 0.06% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on AAPL. UBS Group restated a “buy” rating on shares of Apple in a research note on Tuesday, June 9th. Morgan Stanley set a $325.00 price target on Apple in a research note on Tuesday, June 9th. Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Tuesday, June 9th. The Goldman Sachs Group restated a “buy” rating on shares of Apple in a research note on Monday, March 2nd. Finally, DA Davidson restated a “neutral” rating and issued a $270.00 price target on shares of Apple in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Apple currently has a consensus rating of “Moderate Buy” and an average target price of $314.59.

Get Our Latest Stock Report on AAPL

Apple Company Profile

(Free Report)

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.