RWQ Financial Management Services Inc. Raises Stock Position in Apple Inc. $AAPL

RWQ Financial Management Services Inc. grew its stake in Apple Inc. (NASDAQ:AAPL) by 5,388.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,326 shares of the iPhone maker’s stock after acquiring an additional 102,425 shares during the period. Apple accounts for approximately 11.5% of RWQ Financial Management Services Inc.’s holdings, making the stock its largest position. RWQ Financial Management Services Inc.’s holdings in Apple were worth $26,565,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. ROSS JOHNSON & Associates LLC grew its stake in shares of 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 buying an additional 180 shares in the last quarter. Nexus Investment Management ULC lifted its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock valued at $53,000 after acquiring an additional 200 shares during the last quarter. LSV Asset Management bought a new position in shares of Apple in the 4th quarter valued at about $65,000. Morgan Dempsey Capital Management LLC increased its stake in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker’s stock worth $88,000 after purchasing an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new position in shares of Apple during the 1st quarter worth about $99,000. Institutional investors and hedge funds own 67.73% of the company’s stock.

Apple Price Performance

Shares of Apple stock opened at $256.44 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The stock has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 34.33, a price-to-earnings-growth ratio of 2.40 and a beta of 1.09. Apple Inc. has a twelve month low of $169.21 and a twelve month high of $288.62. The company has a 50-day simple moving average of $268.78 and a two-hundred day simple moving average of $251.02.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, October 30th. The iPhone maker reported $1.85 EPS for the quarter, topping the consensus estimate of $1.74 by $0.11. Apple had a net margin of 26.92% and a return on equity of 164.05%. The company had revenue of $102.47 billion for the quarter, compared to analysts’ expectations of $101.65 billion. During the same period last year, the firm earned $1.64 earnings per share. The business’s revenue for the quarter was up 8.7% on a year-over-year basis. Analysts forecast that Apple Inc. will post 7.28 EPS for the current year.

Insider Buying and Selling

In other Apple news, insider Chris Kondo sold 3,752 shares of Apple stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value 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. The trade was a 19.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.06% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Loop Capital reiterated a “buy” rating and set a $325.00 price target (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Wall Street Zen downgraded Apple from a “buy” rating to a “hold” rating in a report on Sunday, November 9th. Raymond James Financial reaffirmed a “market perform” rating on shares of Apple in a research report on Friday, January 2nd. Stephens set a $315.00 price objective on shares of Apple in a research report on Monday. Finally, Jefferies Financial Group set a $276.47 target price on shares of Apple and gave the stock a “hold” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $282.80.

Apple News Roundup

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Strong iPhone demand and services growth are expected to drive record-like Q1 revenue, supporting upside to guidance and near-term topline. Strong iPhone sales to power Apple’s holiday quarter, Google AI deal in focus
• Positive Sentiment: Wall Street previews and some analyst upgrades (Wedbush optimism, JPMorgan chatter) highlight 2026 as potentially pivotal for Apple’s AI strategy and revenue re-acceleration. Apple earnings: Wedbush’s Ives sees iPhone strength, AI strategy taking shape
• Neutral Sentiment: Investors are bracing for volatility: options markets imply a ~4.15% move around earnings, which can amplify short-term selling or buying. Apple Is About to Report Q1 Earnings. Options Traders Are Expecting a 4-15% Move
• Neutral Sentiment: Apple’s Gemini-powered Siri rollout (deep Google tie-up) is coming and is central to investor debate — it’s a potential long-term catalyst but raises scrutiny over execution and partner dynamics. Apple’s Gemini‑Powered Siri Arrives in February
• Neutral Sentiment: Some headlines (CEO Tim Cook’s public comments and supplier strength like Corning) keep the narrative mixed — supportive fundamentals but headline risk from non-financial issues. Apple’s Cook says he’s ‘heartbroken’ by Minneapolis events and has spoken with Trump
• Negative Sentiment: Legal risk: Apple was hit with a U.S. antitrust/technology theft suit, adding regulatory/legal overhang that can pressure sentiment ahead of results. Apple sued for allegedly breaking US antitrust law, stealing camera tech
• Negative Sentiment: Analyst downgrades and risk calls — Jefferies flagged App Store/Google ad headwinds and boutique firms maintain sell ratings — feeding concerns that growth/margins could be capped. Jefferies Flags App Store and Google Ad Risks for Apple (AAPL) Aletheia Maintains Sell on Apple (AAPL)
• Negative Sentiment: Brand/design critiques (Liquid Glass/UI changes) and media skepticism can dent the premium narrative if product enthusiasm cools. Apple’s unrivaled commitment to excellence is fading. A designer explains why

About Apple

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.