Crescent Grove Advisors LLC Has $19.88 Million Stock Holdings in Apple Inc. $AAPL

Crescent Grove Advisors LLC trimmed its position in Apple Inc. (NASDAQ:AAPL) by 7.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 73,112 shares of the iPhone maker’s stock after selling 5,518 shares during the period. Apple makes up 1.8% of Crescent Grove Advisors LLC’s portfolio, making the stock its 14th biggest holding. Crescent Grove Advisors LLC’s holdings in Apple were worth $19,876,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the stock. TD Asset Management Inc grew its holdings in shares of Apple by 4.8% during the 4th quarter. TD Asset Management Inc now owns 16,985,985 shares of the iPhone maker’s stock worth $4,617,810,000 after purchasing an additional 785,242 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Apple by 17.6% during the 4th quarter. Sivia Capital Partners LLC now owns 53,369 shares of the iPhone maker’s stock worth $14,509,000 after purchasing an additional 7,998 shares in the last quarter. Greenspring Advisors LLC grew its holdings in shares of Apple by 74.8% during the 4th quarter. Greenspring Advisors LLC now owns 59,774 shares of the iPhone maker’s stock worth $16,250,000 after purchasing an additional 25,569 shares in the last quarter. Evolution Wealth Management Inc. grew its holdings in shares of Apple by 43.9% during the 4th quarter. Evolution Wealth Management Inc. now owns 4,018 shares of the iPhone maker’s stock worth $1,092,000 after purchasing an additional 1,225 shares in the last quarter. Finally, Chico Wealth RIA grew its holdings in shares of Apple by 13.7% during the 4th quarter. Chico Wealth RIA now owns 6,106 shares of the iPhone maker’s stock worth $1,660,000 after purchasing an additional 736 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Morgan Stanley and TD Cowen raised their price targets on Apple after WWDC, signaling confidence that the AI rollout could support longer-term upside. Morgan Stanley revamps Apple stock target after key event
• Positive Sentiment: Analysts say Apple’s new AI features may help spark a bigger iPhone upgrade cycle and strengthen Services revenue over time. Apple’s AI could usher in a historic upgrade cycle that investors are overlooking
• Neutral Sentiment: Apple introduced a more capable Siri and platform-wide AI upgrades at WWDC, which could matter for future device demand, but investors are still waiting for proof of monetization. WWDC 2026: Everything announced on Siri AI, iOS 27, Apple Intelligence and more
• Negative Sentiment: The stock fell after WWDC because the AI reveal did not deliver the immediate breakthrough many investors expected, and the rollout looks gradual rather than explosive. Why Apple (AAPL) Shares Are Sliding Today
• Negative Sentiment: Some analysts warned that older iPhones may not be able to run the new AI features well, limiting the addressable installed base and near-term upside. Apple’s AI Siri will be held back by aging devices, Morgan Stanley says

Insiders Place Their Bets

In other Apple news, CFO Kevan Parekh sold 1,534 shares of the stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total value of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at approximately $3,675,650. This trade represents a 10.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Timothy D. Cook sold 64,949 shares of Apple stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $254.23, for a total value of $16,511,984.27. Following the sale, the chief executive officer directly owned 3,280,418 shares in the company, valued at $833,980,668.14. The trade was a 1.94% decrease in their ownership of the stock. 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. Over the last ninety days, insiders sold 97,759 shares of company stock valued at $24,964,305. 0.06% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on AAPL. Rosenblatt Securities reissued a “neutral” rating and set a $276.00 target price on shares of Apple in a report on Tuesday. Tigress Financial reissued a “strong-buy” rating and set a $375.00 target price (up from $305.00) on shares of Apple in a report on Thursday, May 14th. DA Davidson reissued a “neutral” rating and set a $270.00 target price on shares of Apple in a report on Friday, May 1st. Wells Fargo & Company reissued an “overweight” rating and set a $310.00 target price (up from $300.00) on shares of Apple in a report on Friday, May 1st. Finally, KeyCorp reissued a “sector weight” rating on shares of Apple in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $314.59.

Apple Stock Performance

NASDAQ:AAPL opened at $291.58 on Thursday. The stock’s 50-day simple moving average is $284.09 and its 200 day simple moving average is $271.97. The firm has a market capitalization of $4.28 trillion, a PE ratio of 35.26, a price-to-earnings-growth ratio of 2.53 and a beta of 1.09. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. Apple Inc. has a twelve month low of $195.07 and a twelve month high of $317.40.

Apple (NASDAQ:AAPL) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share for the quarter, beating the consensus estimate 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%.Apple’s revenue was up 16.6% compared to the same quarter last year. During the same period last year, the firm posted $1.65 earnings per share. On average, analysts anticipate that Apple Inc. will post 8.74 EPS for the current fiscal year.

Apple Increases Dividend

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

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.