Apple Inc. $AAPL Position Lowered by Coston McIsaac & Partners

Posted by Mark Dietrich on Jul 8th, 2026

Coston McIsaac & Partners trimmed its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 49,364 shares of the iPhone maker’s stock after selling 2,135 shares during the quarter. Apple makes up 2.8% of Coston McIsaac & Partners’ investment portfolio, making the stock its 8th largest position. Coston McIsaac & Partners’ holdings in Apple were worth $12,528,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Lifetime Wealth Management P.C. purchased a new position in shares of Apple in the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock worth $42,000 after acquiring an additional 180 shares in the last quarter. Timmons Wealth Management LLC purchased a new stake in Apple during the fourth quarter worth approximately $69,000. LSV Asset Management acquired a new position in Apple in the fourth quarter valued at approximately $65,000. Finally, Inspire Investing LLC acquired a new position in Apple in the fourth quarter valued at approximately $76,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

AAPL stock opened at $310.66 on Wednesday. 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 company has a market capitalization of $4.56 trillion, a P/E ratio of 37.56, a PEG ratio of 2.72 and a beta of 1.10. The business has a 50 day simple moving average of $296.83 and a 200-day simple moving average of $274.38. Apple Inc. has a twelve month low of $201.50 and a twelve month high of $317.40.

Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. During the same period in the previous year, the company posted $1.65 EPS. The company’s quarterly revenue was up 16.6% on a year-over-year basis. As a group, equities analysts anticipate that Apple Inc. will post 8.74 EPS for the current year.

Apple Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. This is a boost from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, May 11th. Apple’s dividend payout ratio (DPR) is presently 13.06%.

Apple News Summary

Here are the key news stories impacting Apple this week:

Positive Sentiment: J.P. Morgan reportedly raised its price target on Apple, reinforcing bullish expectations heading into fiscal Q3 earnings and signaling confidence in Apple’s growth and margins. J.P. Morgan Lifts Apple Stock (AAPL) Price Target Ahead of Q3 Earnings
Positive Sentiment: Apple’s extended chip partnership with Broadcom through 2031 strengthens its AI and connectivity supply chain, improving visibility for future products and supporting sentiment around Apple’s long-term execution. Broadcom, Apple extend chip partnership through 2031
Positive Sentiment: Several reports say investors are warming to Apple’s “cheap AI” strategy, with attention shifting to Macs, Siri, and other ecosystem features rather than just the iPhone, which could create new upside drivers. Why Investors Fell Back In Love With Apple’s Cheap AI Strategy
Positive Sentiment: Analysts said Apple should be able to weather hardware price increases because demand remains resilient, suggesting consumers may be less price-sensitive than feared. Apple Sales Seen Weathering Hardware Price Increases

Insider Transactions at Apple

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the sale, the chief financial officer directly owned 13,366 shares of the company’s stock, valued at $3,675,650. This represents a 10.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Ben Borders sold 116 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total value of $34,236.24. Following the sale, the insider directly owned 38,713 shares of the company’s stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 2,924 shares of company stock valued at $825,546 over the last ninety days. Corporate insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AAPL. Wells Fargo & Company reissued an “overweight” rating and set a $310.00 price objective (up from $300.00) on shares of Apple in a report on Friday, May 1st. Oppenheimer restated a “market perform” rating on shares of Apple in a report on Tuesday, June 9th. Wedbush reiterated an “outperform” rating and set a $400.00 price target on shares of Apple in a research note on Friday, June 5th. Rosenblatt Securities reissued a “neutral” rating and issued a $276.00 price target on shares of Apple in a research report on Tuesday, June 9th. Finally, KGI Securities cut shares of Apple from an “outperform” rating to a “hold” rating and set a $315.00 price target for the company. in a research report on Monday, June 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $314.85.

View Our Latest Analysis 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.