Apple Inc. $AAPL Stock Holdings Trimmed by WestHill Financial Advisors Inc.

WestHill Financial Advisors Inc. cut its stake in shares of Apple Inc. (NASDAQ:AAPL) by 4.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 41,971 shares of the iPhone maker’s stock after selling 2,156 shares during the period. Apple accounts for approximately 2.1% of WestHill Financial Advisors Inc.’s holdings, making the stock its 10th biggest holding. WestHill Financial Advisors Inc.’s holdings in Apple were worth $10,687,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Kingstone Capital Partners Texas LLC lifted its stake in shares of Apple by 573,627.2% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker’s stock valued at $39,065,374,000 after purchasing an additional 205,656,808 shares in the last quarter. Norges Bank purchased a new position in Apple in the second quarter valued at approximately $38,942,255,000. Nuveen LLC purchased a new position in Apple in the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC lifted 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 valued at $12,106,000 after buying an additional 57,898,088 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its stake in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the period. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently commented on AAPL. Moffett Nathanson raised shares of Apple from a “sell” rating to a “neutral” rating and set a $225.00 target price on the stock in a research note on Thursday, September 4th. UBS Group restated a “neutral” rating on shares of Apple in a research note on Monday, December 8th. Robert W. Baird set a $300.00 target price on Apple in a research note on Friday, October 31st. Argus set a $325.00 price target on Apple and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, Monness Crespi & Hardt increased their price objective on shares of Apple from $270.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $283.92.

Insider Activity

In other Apple news, CFO Kevan Parekh sold 4,199 shares of the stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the sale, the chief financial officer directly owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. This represents a 32.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Chris Kondo sold 3,752 shares of Apple 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 completion of the transaction, the insider directly owned 15,098 shares of the company’s stock, valued at $4,095,030.54. This trade represents a 19.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 228,052 shares of company stock valued at $58,604,588 over the last quarter. 0.06% of the stock is owned by company insiders.

Apple Stock Performance

Shares of AAPL stock opened at $273.40 on Monday. The stock has a market capitalization of $4.04 trillion, a price-to-earnings ratio of 36.60, a PEG ratio of 2.56 and a beta of 1.10. Apple Inc. has a one year low of $169.21 and a one year high of $288.62. The company’s 50-day simple moving average is $272.54 and its 200-day simple moving average is $242.33. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.86 and a current ratio of 0.89.

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

Apple Announces Dividend

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

Key Apple News

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Analysts and market writers list Apple among the top stocks to start 2026 due to its strong core business and growing AI positioning — MarketBeat highlights steady upgrades, price-target raises and a potential ~25% upside/new all-time high. 5 Stocks Set to Start Strong in January and Lead Through 2026
• Positive Sentiment: End-of-year performance data shows Apple closing 2025 with steady gains (Finbold notes a ~12.1% YTD return), supporting momentum and investor confidence in the company’s revenue/earnings durability. $1,000 invested in Apple stock at the start of 2025 returned
• Positive Sentiment: Coverage and commentary suggest potential regulatory/legal relief is reducing overhang on the stock (TipRanks recap), which can lift valuation multiples if risks recede. Apple Stock Eyes Upside as Courts and Regulators Blink
• Positive Sentiment: High-profile endorsements and commentator advice (Jim Cramer repeating “own it, don’t trade it”) help retail sentiment and can reduce short-term selling pressure. Jim Cramer Repeats His “Own It, Don’t Trade It” Mantra on Apple
• Neutral Sentiment: New ETF products (Roundhill MAGY) that target the “Magnificent Seven” including Apple could create incremental demand, but their covered-call structure and concentrated exposure make effects uncertain. MAGY: Monetize Mag 7 Stocks With This Covered Call ETF
• Neutral Sentiment: Reports on Apple’s broader 2025 strategy and analysis pieces (e.g., “Quality vs. Price”) provide context for valuation debates but don’t announce immediate catalysts. Apple: Quality Vs. Price
• Neutral Sentiment: Tim Cook’s personal purchase of Nike shares (widely reported) is being discussed by media — a minor leadership signal but not a direct company-specific financial catalyst for Apple. Apple CEO Tim Cook Just Gave Nike Investors 3 Million Reasons to Cheer
• Neutral Sentiment: Partner/newsflow about suppliers (e.g., Globalstar benefiting from an Apple direct-to-device tie-up) hints at ecosystem moves but primarily affects smaller partners rather than Apple’s near-term earnings. Globalstar Gains Strategic Value From Apple Direct-to-Device Partnership
• Negative Sentiment: Ongoing “AI bubble” chatter and the risk that AI enthusiasm re-prices can hurt high-multiple tech names — a pullback in AI sentiment would pressure Apple’s forward multiple despite its strong fundamentals. 5 Stocks Set to Start Strong in January and Lead Through 2026

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.